- Principal Financial Group (Albany, NY)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and co-browsing experiences. + Build and scale… more
- JPMorgan Chase (Brooklyn, NY)
- …develop and promote Advisors + Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, ... to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more
- TD Bank (New York, NY)
- …skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ... you more specific details for this role. **Line of Business :** Audit **Job Description:** The Senior Audit Group Manager...a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the… more
- PagerDuty (Albany, NY)
- …and platform adoption, improve renewal rates and drive measurable customer business value to accelerate their digital journey. This strategic, hands-on leader ... win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key… 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 ... * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business... advisor and thought leader to grow the business relationship with the client * Demonstrates credibility and… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... of the organization, both within Technology and the Private Wealth business . This individual would support Neuberger Berman's multi-year strategic program focused… more
- IBM (New York, NY)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...drive Azure or AWS migration projects to deliver clients business value. Deliver End to End migration projects within… more
- Albany Housing Authority (Albany, NY)
- …compliance field as a lawyer, law clerk, policy analyst, confidential advisor /assistant, investigator or paralegal. *SPECIAL NOTE: Education beyond the secondary ... Authority endeavors. The incumbent serves as the chief legal advisor to the Authority. TYPICAL WORK ACTIVITIES: (Illustrative Only)...related to AHA + Responsible for conducting the legal business of the Authority and all suits instituted by… more
- Wells Fargo (New York, NY)
- …Brooklyn Market. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **In this role, you ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… more