- JPMorgan Chase (New York, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New ... develop strategies for increasing business with current clients; professional advisor cultivation. **Educational/Administrative:** * The specialized and ever changing… more
- JPMorgan Chase (New York, NY)
- …operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship ... operating models for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office) + Work autonomously and… more
- AON (New York, NY)
- …to provide sophisticated projects + Demonstrated experience in building trusted advisor relationships within an advisory business in relevant (re)insurance markets, ... to provide sophisticated projects + Demonstrated experience in building trusted advisor relationships within an advisory business in relevant (re)insurance markets,… more
- New York Power Authority (Albany, NY)
- …of energy industry and market trends to position NYPA as trusted energy advisor to enable customers to make informed decisions, anticipate their needs, manage intake ... to executive level interations that build NYPA's status as a trusted energy advisor . + Direct staff on managing and maintaining key accounts throughout the state… more
- JPMorgan Chase (New York, NY)
- …service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business. ... Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. Assist advisors with client proposals. + Present on… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents to determine… more
- City of New York (New York, NY)
- …procurement through post-award and close-out. Manage the Design-Builder and Owner Advisor to ensure contract compliance, optimization of budget, schedule, and ... related job aids, in coordination with other DDC divisions and/or the Owner Advisor team. Manage existing resources and develop new material under the direction of… more
- IBM (New York, NY)
- …business outcomes. In this role you will be expected to: * Serve as Trusted Advisor : You will act as a trusted advisor to aligned accounts, technical teams, ... and business stakeholders throughout the customer lifecycle. * Exhibit Strong Communication Skills: You will influence decisions through effective presentations, demos, technical engagements, and workshops, showcasing your strong communication skills. *… more
- Ellis Medicine (Schenectady, NY)
- …implementation of discharge plan + Collaborates and makes referrals to physician advisor when unable to resolve issues with attending physician + Documents ... nurse or ancillary staff member. Make appropriate referral to physician advisor regarding trends/areas of concern + Proactively monitors patient activity,… more
- Deloitte (New York, NY)
- …various functions including sales, legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize sales and contracting cycles. + ... + Work independently to manage contractual matters and risks and be the trusted advisor to leaders on multiple accounts. + Provide mentoring and training to Risk… more