- 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
- College of Mount Saint Vincent (Bronx, NY)
- …professional staff member and student support staff. + Serve as the primary advisor to the Campus Activities Board (CAB), including oversight of a $100,000 annual ... planning, budget management, marketing, and program assessment. + Serve as the direct advisor to the Junior Class within the Student Government Association. + Review… more
- Amazon (New York, NY)
- …our partners to maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends, emerging technologies, and innovative ... ensure proposed solutions are realistic and achievable * Acting as a trusted advisor to customers on industry trends and emerging technologies * Sharing knowledge… more
- JPMorgan Chase (New York, NY)
- Working at 55ip means standing at the intersection of finance and technology-and at the cutting- edge of wealth management. We've been making rapid progress on our ... growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting)...in PowerPoint, Word and Excel + Bachelor's degree in finance or similar field JPMorganChase, one of the oldest… more
- Lumen (Albany, NY)
- …with organizational goals. The Retention Strategist serves as a trusted advisor to customers, ensuring long-term value and satisfaction while collaborating across ... multiple internal teams including Sales, Finance , Legal, and Customer Success. **Work Location** This is a remote opportunity open to candidates located anywhere in… more
- JPMorgan Chase (New York, NY)
- …is a great job for someone who is a subject matter expert in finance , is passionate about financial literacy and has extensive writing and/or journalism experience ... and high-net-worth client base. **Job responsibilities** + Lead forward an advisor -focused content strategy with measurable impact. This includes creating a… more
- Educational Testing Service (Albany, NY)
- …impact. **What you'll do** Strategic leadership + Serve as a trusted advisor to researchers, guiding engagement with program officers and navigating regulatory ... proposal platforms. + Advise leadership on budgetary risks and collaborate with finance teams to monitor project expenses. **What success looks like** + Seamless… more
- CBRE (Albany, NY)
- …execution. This leader acts as the connective tissue across, Operations, Finance , HR, and leadership,ensuring that information flows effectively, decisions are ... Advisory & Strategic** **Decision Support** + Serve as a strategic advisor to the Account Director; provide objective analysis, synthesize competing viewpoints,… more
- Anywhere Real Estate (Buffalo, NY)
- …all pricing models, reporting, and underlying assumptions by working closely with finance and IT teams. . Identify and drive improvement opportunities in policies, ... and AI-driven pricing initiatives. **Qualifications:** . Bachelor's degree in Economics, Finance , Business, Data Science, or related field. . Experience with… more
- Robert Half The Creative Group (New York, NY)
- …providing solutions that address their priorities. * Serve as a trusted advisor and subject matter expert during executive-level discussions with clients and ... * Facilitate contract renewals and upsell opportunities in partnership with the Finance team. * Travel, as required, to attend conferences, client meetings, and… more