- City National Bank (New York, NY)
- …and relationship management ability. * Excellent understanding of all bank products and services applicable to target client segment. * Excellent knowledge of ... * TEAM LEAD RENEWABLE ENERGY PROJECT FINANCE* WHAT IS THE...feels informed at all times. Perception as a trusted advisor by both the staff and the client .… more
- IBM (Armonk, NY)
- …AI Market Knowledge: Expertise in the Data & AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will be provided). **Preferred ... sales environment is collaborative and experiential. Part of a team , you'll be surrounded by bright minds and keen...compel our clients to invest in IBM's products and services **Your role and responsibilities** As a Brand Sales… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …services , and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Tompkins Community Bank (Ithaca, NY)
- …skills and ability to prioritize tasks + Strong writing, interpersonal and client service skills* Proficient computer skills and knowledge of Microsoft ... aspects of new account opening, investment and account review process, marketing and client support. Provide exceptional service to clients in adherence to… more
- Wells Fargo (New York, NY)
- …& Investment Management is seeking a **Lead Product Manager** to join the Advisor Gateway Product Team -a high-impact leadership role focused on shaping the ... training, military experience, education **Desired Qualifications:** + Experience in financial services , wealth management, or advisor platforms. + Demonstrated… more
- Amazon (New York, NY)
- Description The Strategic Account Services (SAS) organization is seeking a Luxury Beauty Senior Customer Success Manager to shape the future of the program. The ... Amazon Store, ensuring Seller satisfaction by delivering an optimal level of service through strategic insights and relentlessly high operational standards. In this… more
- RGP (New York, NY)
- …Services industry. + Lead large-scale, complex data analytics engagements across financial services clients. + Serve as a strategic advisor to C-level ... needs into data-driven solutions. + Drive business development efforts, including client relationship management and revenue generation. + Mentor and develop junior… more
- Principal Financial Group (Albany, NY)
- … team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build… more
- Bank of America (New York, NY)
- …matters. The **Market Supervision Manager** (MSM) is a member of the Market Leadership Team , along with the Market Client Relationship Manager (CRM). The Market ... must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance… more
- Publicis Groupe (New York, NY)
- …and work on client site in order to deliver the first-class services we pride ourselves in **Additional information** Pay Range: $300,000 - $400,000. The range ... accelerate our clients' businesses through designing the products and services their customers truly value. **Overview** As an Associate...and more junior consultants + Act as a peer advisor to clients + Lead development of proposals (with… more