- JPMorgan Chase (New York, NY)
- …Real Estate technology and data strategy, governance, platforms, and innovation. As a Digital Platforms and Data Lead in Global Real Estate, you will be responsible ... direction for the GRE technology roadmap, maintain a service-oriented relationship with key leaders and stakeholders in GRE to...capital investment. **Job Responsibilities:** + Serve as the trusted advisor to the Global Real Estate Head, CFO, COO… more
- KeyBank (Hudson, NY)
- …Avenue - Hudson, New York 12534 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and… more
- Edward Jones (Oneonta, NY)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... **Would you call yourself a relationship builder, a problem solver or a critical...see them coming a mile away. You and your financial advisor are essential in working together… more
- JPMorgan Chase (New York, NY)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as ... in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.… more
- JPMorgan Chase (New York, NY)
- …leading JP Morgan's digital advisor transformation in the fast-paced digital landscape of financial services. Our Product teams provide critical insights ... Onboarding & Account Opening** team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new investment accounts… more
- JPMorgan Chase (New York, NY)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as ... focusing on skills across leadership, business management, business development, financial planning, investments, relationship management and service. **Job… more
- Sprinklr (NY)
- …a **Technical Success Manager (TSM) - Core** you will be a trusted advisor responsible for driving adoption, value realization, and long-term success for Sprinklr's ... You'll Do** **Strategic Product Advising** + Lead the strategic technical relationship across Sprinklr's Core suite: Social Publishing, Listening, Paid Ads,… more
- Cognizant (New York, NY)
- …services at scale for our clients. Comprised of four practices - Digital Experience (DX), Digital Engineering, Application Development & Management and ... logo markets. The Technology Specialist will be a "trusted advisor " to both the client and the Cognizant Client...Drive growth in revenue by prioritization, structuring, and leading digital engagements for a $50M+ business unit and be… more
- Cognizant (Albany, NY)
- …services at scale for our clients. Comprised of four practices - Digital Experience (DX), Digital Engineering, Application Development & Management and ... logo markets. The Technology Specialist will be a "trusted advisor " to both the client and the Cognizant Client...Drive growth in revenue by prioritization, structuring, and **leading digital engagements for a $50M+ business unit** and be… more
- Mastercard (New York, NY)
- …fintechs, digital disruption and end consumer payment or personal financial management tools. * Working in a start-up environment/an entrepreneurial culture. * ... economy_ _where everyone can prosper. We support a wide range of digital payments choices, making_ _transactions secure,_ _simple, smart and accessible. Our… more