- JPMorgan Chase (New York, NY)
- The Global Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business ... Global Finance & Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …+ Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial Advisors to research and ... customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to forecast team revenue… more
- Danaher Corporation (Albany, NY)
- …influence across a matrixed organization. You will serve as a trusted advisor and strategic partner-shaping account strategy, driving growth, and helping customers ... assigned accounts, including IDNs and Health Systems. Act as a trusted advisor , leveraging relationships to drive year-over-year growth, protect the base business,… more
- Deloitte (New York, NY)
- …develop effective sales strategies, manage the pursuit process, and act as a key advisor to the pursuit team throughout the sales process. Work You'll Do: + Drive ... Build and nurture executive-level client relationships, serving as a trusted advisor on managed services and outcome-based solutions that drive operational… more
- Amazon (New York, NY)
- …on building and nurturing C-Suite relationships while serving as a trusted advisor throughout the sales journey. You will own end-to-end sales strategy development, ... principle of Learn and Be Curious and position yourself as a trusted advisor . Your ability to demonstrate clear ROI to executives (internal and external), maintain… more
- Bank of America (New York, NY)
- …business cases, securing, and executing technology projects to optimize client/ advisor experience * Delivering exception client/ advisor experience through ... the purchase process and lifecycle of annuity contracts * Engagement with 3rd party insurance companies and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners (internal… more
- JPMorgan Chase (New York, NY)
- …account reviews to ensure investment suitability and compliance. + Conduct comprehensive Advisor book reviews to identify trends and areas for improvement. + ... of hire. **Preferred Qualifications, Capabilities, and Skills:** + Experience with Advisor /Banker compensation plans and incentive structures. + Ability to build and… more
- BlackRock (New York, NY)
- …enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships ... in selling complex enterprise SaaS + Knowledge of wealth platforms (home office and advisor facing technology) + Willingness to travel within the Americas is a must… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... **Client Reporting** : Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis. + **Data Management** : Maintain… more
- Quantexa (New York, NY)
- …of the Information Security team, you will act as a trusted advisor across the business, promoting a culture of accountability, transparency, and security-first ... requirements into actionable insights and security controls. Act as a technical advisor on US Government regulations to various stakeholders. . Promote Knowledge… more