- SHI (Albany, NY)
- …Cybersecurity Solutions Architect has a primary responsibility of aligning SHI client needs with security architecture, consulting, professional and managed services ... providing expert architectural advice and competitive analysis while acting as a client -facing subject matter expert. This role involves identifying client … more
- LiveRamp (New York, NY)
- …best practices that level up our broader team. **Responsibilities:** **Technical Client Solutions Management** + Lead the end-to-end onboarding and technical ... agencies, and financial institutions. Build and maintain strong, consultative client relationships to align technical implementation with business objectives.… more
- City National Bank (New York, NY)
- …(FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the ... and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business… more
- City National Bank (New York, NY)
- …while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Specialty ... that relationship development plans are created, implemented, and monitored for each client or prospect. Conducts progress meetings to review results to goal and… more
- City National Bank (New York, NY)
- …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
- Tradesmen International, Inc. (Syracuse, NY)
- …for locating and bringing in new business, as well as maintaining Client relationships that increase the usage of Tradesmen International's services and workforce. ... and develop new customer accounts to increase revenue including cold-calling and client management. Penetrate all targeted accounts and radiate sales from within … more
- BMO Financial Group (New York, NY)
- …Market's existing sponsor fund clients and seek to expand our offering to a broader client base. This role is client facing with primary sales focus on the ... platform to better align with the Bank's broader goals for this important client base. **Key Responsibilities:** + Revenue generation through delivery of FX and/or… more
- Grant Thornton (New York, NY)
- …and managing staff. Works closely with partners and staff on client management, practice development, and business development. Responsible for an assigned ... aids to support defensible conclusions on complex engagement needs. + Run client engagements from start to finish, which includes planning, organizing, conducting,… more
- JPMorgan Chase (New York, NY)
- …industry. Apply market knowledge and expertise in engagements and dialogue with client base + Successfully lead and execute consulting engagements from kick-off and ... to conduct deep dive analysis and solutioning based on client 's needs and pain points + Create client...to playbooks and conversation starters + Develop and deliver training to internal teams (sales, banking, middle office, consulting… more
- Grant Thornton (New York, NY)
- …client relationships + Strong leadership, business development, recruiting, training , coaching, and mentoring skills, coupled with excellent written, ... on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll be… more