- JPMorgan Chase (New York, NY)
- …model for business changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back ... offices), such as client relationship management, account opening, consolidated client ...+ Think innovatively to analyze, design and prioritize alternative solutions + Influence a cross-functional, diverse environment to change… more
- EPAM Systems (NY)
- …trends, especially in AI, and translate them into actionable business strategies and client solutions + Act as a strategic advisor and client partner to ... You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and leading high-performing teams. If this sounds… more
- IBM (New York, NY)
- …* Working closely with client teams to understand their needs and offer solutions and design * Build up best practices within the Oracle Cloud ERP Financials ... Director and Sales Team, design and propose realistic, implementable solutions that incorporate client requirements, software capability...practices and share with team. * Act as senior client -facing advisor on designs and best practices.… more
- JPMorgan Chase (New York, NY)
- …in Excel and PowerPoint techniques + Partner with teams to continually promote the client & advisor experience. + Communicate effectively with key partners in ... initiatives as well as identifying and addressing issues with well thought out solutions . We act as trusted advisors to Business Heads by determining and… more
- Bank of America (Mount Kisco, NY)
- Financial Solutions Advisor - Albany / Hudson... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/Financial- Solutions - Advisor Albany Hudson-Valley-Market\_26000305) **Job Description:** At Bank… more
- Bank of America (New York, NY)
- Financial Solutions Advisor - 345 Park Ave... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Financial- Solutions - Advisor 345-Park-Ave-Financial-Center\_25046241) **Job Description:** At Bank of… more
- Truist (New York, NY)
- …Markets and Banking solutions or other advisory services that align with client 's strategic and financial objectives based on banker's knowledge of sector and ... and products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7.Advanced analytical and technical… more
- JPMorgan Chase (New York, NY)
- …engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation ... an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset… more
- Publicis Groupe (New York, NY)
- …members. The SVP, Group Account Director is expected to be a strategic client contact and advisor , with visible ongoing engagement. **Key Responsibilities** + ... Own the client relationship on assigned brand + Own the brand...of what's going on in the marketplace to offer solutions to clients + Cultivate relationships with appropriate thought… more
- Bank of America (White Plains, NY)
- …+ Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written ... the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions...needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way… more