- TD Bank (New York, NY)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... with responsibility for identifying and interpreting trends in the market to structure portfolios and get results + Develops...improve the customer experience + Acts as a trusted advisor expected to meet the needs of customers by… more
- IBM (Buffalo, NY)
- …pipeline management and demand generation ~3x of signing targets. * Be a trusted advisor to our clients, LCP to drive AWS migration projects to deliver clients ... early engagement, deal registrations and incentive realization * Drive joint Go-To- Market campaigns, business development workshops to build and maintain pipeline on… more
- AON (New York, NY)
- …findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. + Execute ... abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based...solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their… more
- AON (New York, NY)
- …reporting, and continuous improvement plans. + Act as a strategic advisor to executive leadership on technology-enabled operational enhancements. Manage training and ... experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic… more
- Cognizant (Albany, NY)
- …Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail and CPG space supporting Salesforce ... trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with… more
- Paychex (Queens County, NY)
- …the prospect universe for the purpose of closing new sales. Leverage the Go-to- Market Sales Strategy to identify customers' needs and present the Paychex solution to ... preference on in person or virtual interaction to increase revenue and market share. + Schedules appointments and visiting potential and current referral sources,… more
- City National Bank (New York, NY)
- …changes and subsequent added value. Remain up-to-date on current economic and market trends. * Ensure team specific sales materials are continually updated to ... reflect current market conditions. * Partner with Entertainment Banking Teams in...formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new… 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
- 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 ... activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc. + **Account Monitoring**… 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 ... embedded recommendation logic based on investment policy statements, tax considerations, and market views. A core responsibility is to manage and operationalize the… more