- Kohl's (Lancaster, NY)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong ...client experience. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- NBT Bank (Williamsville, NY)
- …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience:… more
- Robert Half Finance & Accounting (Elmira, NY)
- …in the Southern Tier are of NY to find an experienced Senior Tax Accountant/ Advisor . This role is ideal for someone with strong expertise in corporate tax accounting ... who thrives in client -facing environments. As a key member of the team,...and state matters; summarize findings and rationale. + Review client bookkeeping records for accuracy and alignment with tax… more
- Equitable (New York, NY)
- Entry Level - Financial Advisor - NY, New York (2481) ( PIN\_15024 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through… more
- SAP (New York, NY)
- …and customer outcomes at scale. **Key Responsibilities** + Act as the go-to advisor for HANA Cloud migrations and transformation engagements. + Guide customers on ... Candidate(s) will be required to work 3 days a week in office/ client site as per our Pledge to Flex return to office policy… more
- Truist (New York, NY)
- …bank products** **6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives** **7. Advanced analytical and ... deal processes across entire team** **6. Handles certain aspects of client interactions, including directing and coordinating execution of transactions** **7.… more
- BMO Financial Group (New York, NY)
- …Market's existing sponsor fund clients and seek to expand our offering to a broader client base. This role is client facing with primary sales focus on the ... align with the Bank's broader goals for this important client base. **Key Responsibilities:** + Revenue generation through delivery...FX and/or IR solutions to BMO's Private Equity Fund client base + Track and analyze key sales performance… more
- Citigroup (New York, NY)
- …provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending solutions ... across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. Our… more
- KeyBank (Rochester, NY)
- …clients with moderately complex cash management needs. The RCMA will identify prospect/ client needs and participate in various aspects of client management, ... cash management needs. **Responsibilities** + Identifies and closes new client cash management opportunities through interactions with Business Banking Relationship… more
- Publicis Groupe (New York, NY)
- …Balance client needs with Marcel's core platform vision. + Manage senior client relationships: Act as a trusted advisor to leaders across marketing, ... workbench that connects people, knowledge, and opportunity. As the Client Program Manager, you will guide the end‑to‑end rollout...the end‑to‑end rollout of Marcel for a major global client . You will work in a hands-on way at… more