- Citigroup (New York, NY)
- …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... + Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders + Extensive financial management… more
- Copeland (Albany, NY)
- …new and existing accounts in the biogas space, striving to achieve Trusted Advisor status with customers and a strong preference for Vilter industrial gas compressor ... nights per year. + Move Vilter's position as a value provider, gaining "Trusted Advisor " status with key customers. Advise the organization on how to manage key… 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
- Danaher Corporation (Syracuse, 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
- 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
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… 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
- Citigroup (New York, NY)
- …to design and implement a sophisticated portfolio construction framework that enhances advisor capabilities and client outcomes. The Director will be responsible for ... Success in this role will be measured by product adoption, advisor satisfaction, proposal conversion rates, and platform-enabled growth. **Job Family Group:**… more
- JPMorgan Chase (New York, NY)
- …the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job ... strategy, ensuring alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and… more