- Bank of America (New York, NY)
- …team. + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues between ... all aspects of a transaction, from onboarding to the ongoing client/ advisor experience. **Qualifications:** + 2-5+ years of general financial services experience… more
- Cognizant (Albany, NY)
- …Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail and CPG space supporting Salesforce ... Focused on growing our client base, this role supports the entire customer lifecycle - from pre-sales solutioning through post-go-live adoption and expansion. You… more
- JPMorgan Chase (Pittsford, NY)
- …fixed income, real estate, hedge funds, and more. With a commitment to customer service, you'll help shape the future for our clients and communities, driving ... a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role...potential issues to the Disciplinary Action Forum. + Conduct Advisor book reviews to identify trends or patterns that… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents to determine… more
- Deloitte (New York, NY)
- …various functions including sales, legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize sales and contracting cycles. + ... manage contractual matters and risks and be the trusted advisor to leaders on multiple accounts. + Provide mentoring...and negotiation skills to lead an environment driven by customer service and teamwork + Excellent leadership skills including… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- SHI (Albany, NY)
- …and client engagements. The ideal candidate will act as a trusted advisor to clients and internal stakeholders, shaping solutions that maximize value across ... solutions to engage stakeholders at all levels + Ability to analyze customer requirements and design solutions that meet their business objectives and budget… more
- Bank of America (New York, NY)
- …all aspects of a transaction, from onboarding to the ongoing client/ advisor experience. **Job Responsibilities:** * Partner with private equity/hedge fund ... team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues between… more
- Deloitte (New York, NY)
- …various functions including sales, legal, finance and delivery to act as a strategic advisor to help optimize deal flow along with sales and contracting cycles. + ... contractual matters and risks and be the trusted QRM advisor on the largest, most critical deals. + Drive...and negotiation skills to lead an environment driven by customer service and teamwork + Excellent leadership skills including… more
- Amazon (New York, NY)
- …You'll leverage your IT and/or Management Consulting background to serve as a strategic advisor to customers, partners, and internal AWS teams. As a DPM you will be ... provide portfolio guidance and oversight; and meet and exceed customer satisfaction targets. As a DPM you are primarily...people development plans, ensuring your teams are aligned to customer needs, and have the skills and capacity to… more