- City National Bank (New York, NY)
- …and Business Manager Relationships to provide tailored advice in collaboration with client team. Utilize planning capabilities and develop solutions across ... of new investment management and trust accounts. * Gather client account performance data using various reporting systems; check...formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new… more
- FirstLight Fiber (Albany, NY)
- …mastery of all FirstLight's broad portfolio of products and services and connect client 's business objectives with FirstLight offerings and solutions . + Be ... commitment to innovation and excellence. We are dedicated to providing cutting-edge solutions to our customers while fostering a dynamic and inclusive workplace… more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... trusted advisor to clients who frequently seek strategic advice regarding...strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections… more
- WTW (New York, NY)
- …Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in ... practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: + Executive compensation benchmarking + Short… more
- Deloitte (Rochester, NY)
- …investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage ... the client relationship by...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to… more
- EPAM Systems (New York, NY)
- …go-to-market strategies and collaborating with cross-functional teams + Proficiency in solution selling and relationship management across both client and ... joint marketing initiatives, partnering with internal stakeholders, AWS, and client marketing teams + Act as a liaison between...AWS and shared clients + Serve as an internal advisor and point of contact for all AWS-related initiatives-managing… more
- Google (New York, NY)
- …degree. + Experience working with digital organizations. + Experience identifying client 's challenges to defining customer and product strategy, enabling long-term ... + Experience in project management. + Experience in video solutions , including knowledge of the competitive landscape. + Ability...sizes and market caps, and no one Google advertising solution works for all. Your knowledge of online media… more
- FirstLight Fiber (Albany, NY)
- …mastery of all FirstLight's broad portfolio of products and services and connect client 's business objectives with FirstLight offerings and solutions . + Be ... + Identify the needs of prospects, provide guidance and solution recommendations to meet those needs, and effectively understand...investment with FirstLight + Establish yourself as a 'Trusted Advisor ' to the prospect + Support in retaining newly… more
- T. Rowe Price (New York, NY)
- …outstanding customer service and offering a comprehensive suite of investment management solutions to our diverse client base which include Banks, ... more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income,...T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development… more
- Stantec (New York, NY)
- …or organizational design challenges and provide advice and expertise to help develop creative solutions . + Serve as a trusted advisor to leaders by presenting ... results-driven team. As part of our US Northeast HR Client Services (HRCS) team, you will be supporting 350...will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit… more