- Oracle (Albany, NY)
- …closely with CS Vertical Leads, Delivery Leads, and Solution Architects to align on strategy . + Serve as an advisor to internal teams during early implementation ... leadership during the sales cycle. They do this by identifying prospect's business objectives and aligning those to our SuiteSuccess product offerings. This includes… more
- KeyBank (Mahopac, NY)
- …staff. + Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business , lead lists, and closing on ... New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...year-over-year revenue. + Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank. +… more
- TD Bank (Bronx, NY)
- …who can provide you more specific details for this role. **Line of Business :** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee) ... of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once...they work, are customer facing. As we build our business and deliver on our strategy , we… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s) ... solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding...in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in… more
- TD Bank (Middle Village, NY)
- …who can provide you more specific details for this role. **Line of Business :** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee) ... of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once...they work, are customer facing. As we build our business and deliver on our strategy , we… more
- Tompkins Community Bank (Mount Kisco, NY)
- …plans using structured processes and planning software. + Assemble and lead cross-functional client strategy teams. + Act as a key advisor and resource to team ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...a dynamic and client-focused environment. Position Goals: + Drive business development and client acquisition by cultivating relationships with… more
- Microsoft Corporation (New York, NY)
- …relationships with senior executive stakeholders. + Apply deep understanding of customer business strategy , market dynamics, and technology trends to guide ... for our clients, positioning solutions that result in targeted business outcomes, driving revenue growth for Microsoft. As an...outcomes, driving revenue growth for Microsoft. As an **Industry Advisor - Capital Markets** , you will have the… more
- TIAA (White Plains, NY)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective...+ Working in a team environment, grows book of business through identifying value-add products and services for clients… more
- Cisco (New York, NY)
- …ROLE MAY BE PERFORMED ANYWHERE IN THE USA MEET THE TEAM As a Business Value Consultant, you will develop and implement strategies that build pipeline opportunities, ... the key buying centers and into the lines of business . Strategic priorities and execution will be governed by...Value alignment, definition, creation + Attend forecast calls, deal strategy , planning and review calls + Meeting with Economic… more
- UMB Bank (Albany, NY)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... defined in the business plan. This involves being the primary contact for...to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations. + Regularly meets… more