- Bank of America (New York, NY)
- …all aspects of a transaction, from onboarding to the ongoing client/ advisor experience. **Job Responsibilities:** * Partner with private equity/hedge fund ... team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues between… more
- Palo Alto Networks (New York, NY)
- …consultants, maintaining delivery quality, driving revenue and utilization, supporting business development and thought leadership, and advancing service innovation. ... SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud architecture… more
- Verint Systems, Inc. (Albany, NY)
- …of the Verint Open CCaaS platform. This senior role combines technology and business development to leverage the latest solutions in the Verint platform. In close ... a significant ROI, the Platform Consultant operates as trusted advisor to the customers' C-suites. The Platform Consultant works...as a natural leader - based on SME and business acumen/knowledge - to lead internal functions in creating… more
- Amazon (New York, NY)
- …manage complex cloud infrastructure solutions that meet their technical requirements and business objectives. You'll be a key player in driving customer success ... migration and modernization strategies to AWS. As a trusted advisor to our customers, you will provide guidance on...team of experts that help customers realize their desired business outcomes when using the AWS Cloud. We work… more
- City of New York (New York, NY)
- …candidate will work closely with the Chief External Affairs Officer, the Senior Advisor , and OEA leadership team to plan, advise, and report on initiatives related ... technology, procurement, finance, and personnel. In collaboration with the Senior Advisor , the Strategic initiatives Specialist will work to improve the efficiency… more
- City National Bank (New York, NY)
- …in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- Bank of America (New York, NY)
- …team. + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues between ... all aspects of a transaction, from onboarding to the ongoing client/ advisor experience. **Qualifications:** + 2-5+ years of general financial services experience… more
- Paychex (Queens County, NY)
- …and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure ... to ensure client satisfaction and retention. + Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management… more
- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... + Provide direct access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management: + In partnership with… more
- JPMorgan Chase (New York, NY)
- …service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory ... business . + Advise, identify, and select appropriate investment solutions...select appropriate investment solutions based on needs shared by advisor and their clients. Assist advisors with client proposals.… more