- KeyBank (Syracuse, 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 ... client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and...Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and… 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 ... client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and...Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and… more
- Cognizant (New York, NY)
- Cognizant Moment Experience Partner for Banking & Financial Services Senior Manager - Remote role Job summary Experience Partner Banking and Capital Markets ... and Account Servicing for Cognizant Moment. Their purpose is to understand client needs activate Cognizant Moment and related capabilities to solution against … more
- NTT America, Inc. (New York, NY)
- …to client engagements. **Required Qualifications: ** + 9+ years experience working within and/or consulting for the Financial Services industry with in-depth ... currently seeking a Wealth and Asset Management Consulting Senior Manager to join our team in New York City,...play a crucial role in providing strategic solutions, driving client growth, and supporting the overall success of our… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …manage and build relationships with client leaders, serving as a trusted advisor ensuring a positive experience and success with our products and services. ... Manager to join our team. Advantage Customer Success Manager builds strong client relationships to promote...close collaboration with internal teams to ensure outstanding customer experience * Establish and maintain regular client … more
- KeyBank (Stone Ridge, NY)
- …that no bank will fight harder for them. **Responsibilities** + Embodies a strong client experience culture, being present with every client and teammate ... York 12484 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team… more
- The Falcon Group (New York, NY)
- …project meetings with clients and stakeholders effectively. + Act as a trusted advisor , foster and maintain strong client relationships, ensuring exceptional ... The Falcon Group's mission has been to understand our client 's variety of needs, while keeping to their anticipated...growth. Job Summary: Immediate opening for a dynamic Division Manager of MEP (Mechanical Electrical Plumbing) for our New… more
- Broadcom (Albany, NY)
- …Technical Adoption Manager (TAM), you will serve as a trusted advisor , driving a cross-functional, unified customer experience using your technical, ... New York, Florida, Georgia, or Texas _ **TECHNICAL ADOPTION MANAGER ** The Elevator Pitch: Why will you enjoy this...your customer engagement, you will serve as a trusted advisor , and ensure best-in-class execution and recommend improvements in… more
- Wells Fargo (New York, NY)
- …to deliver the organization to clients and prospects + Demonstrated experience generating new client relationships, building and retaining long-term ... this role:** Wells Fargo is seeking a Principal Relationship Manager for the Financial Sponsors Coverage team within Specialized... client relationships + Experience identifying and mitigating risk, ensuring compliance with processes… more
- TD Bank (New York, NY)
- …with regulatory frameworks and industry standards. + Monitor and assess the Digital Advisor 's impact on client outcomes and operational compliance. + Monitor and ... Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to… more