Jobs near New York: 22,894
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Relevance Score ranked on: SUPPORT ADVISOR
Planning Psychology Research Consultant
New York
About the Job. The Planning Psychology Research Consultant serves as a financial planning expert responsible for advancing Northwestern Mutual’s Financial Planning Philosophy (FPP), planning standards, and advisor effectiveness. This role applies deep financial planning expertise, the psychology of f...
Search Terms: Psychology, Research, Financial Planning, Consultant, Support Advisor
79.7
0mi
Updated: May 07
Field Experience - Business Strategy Initiatives
New York
Location Designation: Hybrid - 3 days per week Role Overview: At New York Life, the Field Experience (FX) Value Stream is an organization which was established to empower advisors with the tools, training, and support they need to thrive. By aligning training, compensation, onboarding, productivity, ...
Search Terms: Strategy, Business, Field, Experience, Support Advisor
79.5
0mi
Updated: May 03
Center of Excellence Case Design Specialist
New York
Location Designation: Fully Remote Role Overview: This role sits in the Financial Guidance Center of Excellence (FG CoE), in the Field Experience Value Stream, focused on enabling advisors to deliver holistic, protection-first financial guidance at scale. The Case Design Specialist operates at the in...
Search Terms: Financial Planning, Design, Specialist, Support Advisor, Client Relations
79.1
0mi
Updated: April 24
CVP, Head of Wealth Management Marketing
New York
Location Designation: Hybrid - 3 days per week Role Overview: New York Life is seeking a dynamic and innovative marketer to shape and drive the go-to-market strategy for its wealth management business. This role serves as the lead strategic marketer for the business, responsible for translating enter...
Search Terms: Marketing, Wealth, Management, Financial Advisor, Leadership
77.8
0mi
Updated: April 30
Medical Science Liaison - New York, NY
New York
Medical Science Liaison – Oncology (Community-Based) - IQVIA in partnership with our client, Exelixis, are excited to announce that we are looking for Medical Science Liaisons to initiate scientific dialogue within the therapeutic area of oncology through scientific discussions with clinical physicia...
Search Terms: Medical, Science, Liaison, Clinical Research, Healthcare
77.7
0mi
Updated: April 28
Head of High Net Worth Sales
New York
Core Responsibilities (Revenue, Advisor Coverage, and Growth):Business Development & Advisor Engagement. Drive new and existing advisor growth through sales presentations, discovery, and solutioning tied to production goals. Managed account proposals: position model/strategy fit, overcome objections,...
Search Terms: Sales Leader, Leadership, Sales, Product Sales, Support Advisor
77.6
0mi
Updated: April 25
Global Banking & Markets, RIA Custody, Transition Consultant, Vice President - New York
New York
Transition Consultants are responsible for the overall success of transitioning RIA firms onto the Goldman Sachs Custody Solutions (“GSCS”) platform. Their primary responsibilities include project management of advisory firms assigned by the Transition Leadership Team, ability to navigate the Goldman...
Search Terms: Vice President, Consultant, Banking, Support Advisor, President
77.4
0mi
Updated: April 17
Corporate Mergers and Acquisitions Attorney - Vice President, Assistant General Counsel
New York
Manage and advise on M&A transactions, including acquisitions, divestitures, and joint ventures. Review and negotiate confidentiality agreements, term sheets, and letters of intent. Conduct and coordinate legal due diligence reviews. Draft, review, and negotiate transaction documentation, including m...
Search Terms: Vice President, Acquisition, General Counsel, Merger, Corporate
0
0mi
Updated: May 31
Audit Manager I (US) - Technology
New York
Depth & Scope:Works as an audit subject matter expert and may coach and educate others. Oversees and/or independently performs audits from end-to-end. May lead moderately complex audits and have responsibility for completion of the audit. Undertakes and completes a variety of projects and initiatives...
Search Terms: Audit Manager, Technology, Audit, Manager, Communications
0
0mi
Updated: May 31
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