- Capital One (New York, NY)
- …ad tech issues. **What you'll do** + Be a strategic thought partner and advisor : Provide proactive, business-minded legal advice to our senior product leaders on the ... the technology, and put them all together as a trusted business advisor . You'll translate between business intent, regulatory requirements, legal guardrails, best… more
- Mizuho Corporate Bank (New York, NY)
- …client and determine if sufficient based on regulation + Evaluate an Investment Advisor 's organization structure as well as determine when full KYC Onboarding is ... in a timely manner + Familiarity with and strong grasp of Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation (ie: RIA, QIB,… more
- Deloitte (New York, NY)
- …effective sales strategies, manage the pursuit process, and act as a key advisor to the pursuit team throughout the sales process. Key Responsibilities + Drive ... Build and nurture executive-level client relationships, serving as a trusted advisor on BPaaS and outcome-based solutions that drive operational efficiency,… more
- Renewal by Andersen (Chappaqua, NY)
- …- Using your persuasion and influence skills as a knowledgeable and trusted advisor to help homeowners identify their potential issues and encouraging them into ... have the ability to show empathy and convey your position as a trusted advisor - Resilient and goal-oriented - comfortable handling rejection and staying motivated -… more
- AON (New York, NY)
- …account strategies and insurance marketing activities. + Act as a trusted advisor to the client, in broking, designing, selling and servicing complex accounts ... account strategies and insurance marketing activities. + Act as a trusted advisor to the client, in broking, designing, selling and servicing complex accounts… more
- JPMorgan Chase (New York, NY)
- …Market segments within Merchant Services. This high-impact role serves as a trusted advisor to the General Manager and helps shape and support growth initiatives. As ... Business and Middle Market segments. You will serve as a trusted advisor to the General Manager, providing financial insights, overseeing budgeting and forecasting,… 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
- Alfred University (Alfred, NY)
- …campus community throughout their time at Alfred University. Will serve as the advisor or liaison for the Alfred University Student Senate which includes assisting ... all student activities and events that they are responsible for Acts as advisor and attends all Student Senate meetings + Provides recommendations and communicates… more
- Heritage Financial Credit Union (Middletown, NY)
- …initiatives and ensure strategic goals are achieved. Serve as a trusted advisor to the CEO and Executive Leadership. Streamline communication, planning, and ... POSITION PURPOSE The Chief of Staff is a strategic partner and trusted advisor to the CEO and Executive Leadership team. This role ensures organizational priorities… 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