- JPMorgan Chase (New York, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New ... develop strategies for increasing business with current clients; professional advisor cultivation. **Educational/Administrative:** * The specialized and ever changing… more
- JPMorgan Chase (New York, NY)
- …operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship ... operating models for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office) + Work autonomously and… more
- IBM (New York, NY)
- …business outcomes. In this role you will be expected to: * Serve as Trusted Advisor : You will act as a trusted advisor to aligned accounts, technical teams, ... as needed, with domestic and occasional international travel required (25%). ** Preferred technical and professional experience** * Knowledge of HashiCorp Tools:… 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
- JPMorgan Chase (New York, NY)
- …** Preferred Qualifications, Capabilities, and Skills:** + Experience with Advisor /Banker compensation plans and incentive structures. + Ability to build and ... account reviews to ensure investment suitability and compliance. + Conduct comprehensive Advisor book reviews to identify trends and areas for improvement. +… 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 ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....+ Proficiency with Microsoft Office and prior CRM experience preferred , particularly with Salesforce. + Broad knowledge of Wealth… more
- ServiceNow, Inc. (New York, NY)
- …service and underwriting solutions and strategies. + Serve as a strategic advisor to Product, Development, and Marketing to provide industry insight and feedback ... skills - strategic, top down, concise + Ability to develop trusted advisor relationships with customers and sales organizations; demonstrated ability to advise and… more
- The Research Foundation for SUNY (Albany, NY)
- …the RF's Chief Operating Officer. Key Responsibilities/Duties: + Serve as chief legal advisor to the RF and RF senior management, providing timely legal advice on ... General Counsel shall serve as the Corporation's Chief Legal Officer and legal advisor to the Corporation, the Board of Directors, and committees, except as… 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
- CUNY (Bronx, NY)
- …in teaching and communication, scholarly achievement, and collaborative potential. Preferred qualifications include a strong publication and funding record, ... contact information. Describe the nature of the relationship (eg PhD advisor , postdoctoral advisor , etc.). Letters will be requested after the applications are… more