- JPMorgan Chase (Rochester, NY)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account relationships ... develop strategies for increasing business with current clients; professional advisor cultivation Educational/Administrative: + The specialized and ever changing… 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 ... 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
- 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 based on needs shared by advisor and their clients. Assist advisors with client proposals. + Present on… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… 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
- 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,...without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital… more
- JPMorgan Chase (New York, NY)
- …across all PWA clients and prospects, organizing campaigns to drive advisor referrals, conference/meeting opportunities, and website presence. + Inform product ... the progress of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and formulate… more
- Palo Alto Networks (New York, NY)
- …SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud architecture ... of work, and client roadmaps + Build and maintain long-term trusted advisor relationships with strategic customers and Unit 42 retainer clients + Represent… more
- JPMorgan Chase (New York, NY)
- …for Latin America Investment Banking Coverage, you will be the trusted advisor and strategic partner to senior leaders, driving business strategy and growth ... within our team, you will act as a trusted advisor and counterweight to Business Heads. You will identify,...needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement… more