- First Horizon Bank (New York, NY)
- …and public relations activities to identify prospective Treasury Management client opportunities + Perform product research and identify appropriate solutions ... Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the… more
- Citigroup (New York, NY)
- …contact with them/convert prospects into clients. + Anticipate events in a client 's life which have significant financial implications. + Serve as a trusted ... advisor to clients and provide strategic advice regarding financial...advice regarding financial matters. + Maintain full understanding of client goals and risk tolerance to ensure that financial… more
- Scotiabank (New York, NY)
- …with annual revenues greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets, offering dedicated Global ... with in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity management, payables… more
- WTW (New York, NY)
- …delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a ... way that drives client action, improves plan outcomes, and strengthens WTW's value...with employer and vendor contacts, serving as a trusted advisor to drive engagement and loyalty. + Thought Leadership:… more
- Capgemini (New York, NY)
- …building client relationships, helping Capgemini Invent become a trusted advisor , identifying and creating new opportunities to support our clients._ **_The ... to deliver cutting-edge solutions. Join us to drive transformation tailored to our client 's challenges of today and tomorrow. Informed and validated by science and… more
- Citigroup (Queens, NY)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- WSP USA (New York, NY)
- …performance and strategic direction. The position focuses on driving innovation, client engagement, and talent development within the organization. + **Strategic and ... business operations to ensure cohesive advancement. + **Market growth and client engagement:** The leader will represent WSP, participating in industry events… more
- Oracle (Albany, NY)
- …with them to jointly pursue software and consulting opportunities. . Developing long-lasting client relationships, proving yourself as a trusted advisor who our ... creativity to help us continuously innovate how we deliver extraordinary client experiences on cloud applications projects. Business Architects are accountable for… more
- Citigroup (New York, NY)
- …with the Institutional Banking team. This role also involves acting as an intermediary in client trading. The main objective is to serve as a strategic advisor ... Strategy:** Refining and implementing sales/marketing strategies to enhance Citi's client footprint and maximize revenue. + **Market Planning:** Collaborating with… more
- Citigroup (Queens, NY)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more