- World Insurance Associates, LLC. (Pittsford, NY)
- …and payroll & HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Tarrytown, NY)
- …client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help ... through expert advice and personalized banking, borrowing and investment solutions . The Relationship Manager is at the center of...this client promise acting as the primary client advisor developing and implementing strategies based… more
- VaynerMedia (NY)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... + Serve as the executive sponsor and senior strategic advisor for key client relationships, building trust...teams' recommendations are anchored to tangible business outcomes and client KPIs + Look beyond existing solutions … more
- KeyBank (Albany, NY)
- …in a long-term career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client ... and financial planning activities including data entry and analysis. + Observe client meetings and assist with basic administrative tasks. + Develop client… more
- JPMorgan Chase (New York, NY)
- …end-to-end Alternative Investments value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on ... The candidate will be part of the Wealth Management Solutions team with a focus on our Alternatives platform...+ **Define Product Strategy** : Sets product vision connecting client / advisor needs with business goals. Understands current… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …payroll & HR solutions . Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with...discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Bank of America (New York, NY)
- …building business cases, securing, and executing technology projects to optimize client / advisor experience * Delivering exception client / advisor ... Annuity Product is responsible for driving responsible growth, optimizing the client experience, innovating with an operational excellence mindset, and delivering… more
- Publicis Groupe (New York, NY)
- …+ Hands on integrated production experience across channels + Account team leader/senior client advisor + Project management expert + Experience in a supervisory ... growing team. This critical account role is a key client partner leading a variety of workstreams and will...strategic problem solver. + A problem solver that is solutions oriented and gets excited by big problems and… more
- APTIM (New York, NY)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... EHS platforms (eg, Cority, Enablon, Intelex, Sphera, Velocity) + Collaborate on solution design by analyzing client business needs, evaluating competing… more
- Publicis Groupe (New York, NY)
- …**Qualifications** + 8 years of account management experience + Account team leader/senior client advisor + Project management expert + Experience in a ... growing team. This critical account role is a key client partner leading a variety of workstreams and will...the ability to motivate and guide others + Proactive, solution -oriented, strategic thinker + Enthusiastic collaborator who enjoys working… more
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