- Citigroup (New York, NY)
- …industry and client trends, and incorporate them into the product & solutions strategy + Define and execute the API roadmap, ensuring security, scalability, and ... payment integrations. + Work closely with engineering teams to optimize performance , developer experience, and interoperability with financial systems. + Oversee… more
- JPMorgan Chase (New York, NY)
- …sponsored by C-suite executives and span growth, regulatory, and location strategy . The team works cross-functionally with Senior Management, Front Office Advisors, ... operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship… more
- 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 ... trust and estate business. This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including:… more
- CDM Smith (Buffalo, NY)
- …with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our transportation ... who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open to considering… more
- Cornell Cooperative Extension (Shokan, NY)
- …Manager will implement an established scope of work and act as an advisor to watershed municipalities, program participants, members of the public, and area ... develop, deliver and evaluate education programs. Ability to serve as an effective advisor and consultant to members of the public and governmental constituents in… more
- Palo Alto Networks (New York, NY)
- …The healthcare architect will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos most strategic healthcare ... provider clients. The healthcare advisor should be very comfortable in creating content, collateral,...America + Accountability with sales leaders to drive key performance metrics of bookings and pipeline to help grow… more
- JPMorgan Chase (New York, NY)
- …team and colleagues across Marketing, Market & Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. ... across all PWA clients and prospects, organizing campaigns to drive advisor referrals, conference/meeting opportunities, and website presence. + Inform product… more
- ADP (Rochester, NY)
- …Prospects into Loyal Clients and Raving Fans.** You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture ... life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and… more
- Palo Alto Networks (New York, NY)
- …alignment with customer needs, industry best practices, and Unit 42's transformation strategy + Own and drive success across all Cloud Assessment KPIs including ... SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud architecture… more
- City National Bank (New York, NY)
- …of new investment management and trust accounts. * Gather client account performance data using various reporting systems; check this data for accuracy. * ... formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new...client paperwork is compiled based on account type, investment strategy , and fee schedule charged, and well as any… more