- Anywhere Real Estate (New York, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor :** Effective and regular use of CRM to update pipeline progress. ... brand and sales goals and improve sales funnel effectiveness. Leverage tools, systems , and resources to support prospects and new franchisees on application process… more
- CBRE (New York, NY)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... Management & Development: * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship with the client *… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, financial ... relationship development and assist with retention activities as a trusted Labor Advisor . For Ancillary Accounts: positions in this area are additionally responsible… more
- Wells Fargo (New York, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Bloomberg (New York, NY)
- …workflows, aligned with DORA and similar mandates. + Serve as a trusted advisor to business and IT stakeholders, translating complex data needs into scalable and ... regulatory frameworks like DORA and their impact on analytics systems . **_You'll need to have:_** + 5+ years experience...+ Exposure to Qlik Cloud's advanced features including Insight Advisor , AutoML, and NLP dashboards. + 5+ years of… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...and scope of work. + Strong Knowledge of IT Systems (Operating/Cloud) + AML/Financial Crimes experience is a plus… more
- Wells Fargo (New York, NY)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...and pipeline disciplines by keeping information current in relevant systems + Strategically support Business Development Representatives in sourcing… more
- US Bank (New York, NY)
- …sales tools and capabilities and serving more clients' operational needs. As a key advisor to the Head of Institutional Client Group, this leader will play a pivotal ... & Integrated Client Sales** + Serve as a key advisor to the Head of ICG, contributing to enterprise-wide...and results. + Experience with sales enablement platforms, CRM systems , and data-driven decision-making tools. **Ideal Candidate Profile** +… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating all prospecting… more
- Amazon (New York, NY)
- …cross-team decisions to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while maintaining a high ... in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the...(examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards) - Experience… more