- Kyndryl (Albany, NY)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. **Contribute… more
- Celonis (New York, NY)
- …us. **The Team:** The position of **Senior Value Engineer** is a trusted advisor helping customers achieve their strategic goals and realise significant value using ... customers. You will work in partnership with the Celonis Sales Teams and have full responsibility for the end-to-end...journey of our customers. You are our customers' trusted advisor and help them achieve their strategic goals and… more
- Logitech (Albany, NY)
- …to do it in their own way. **About the Team and Role:** The Product Category Financial Analyst will act as a key partner to the Logitech for Business product and ... portfolio team, providing financial reporting, insights, and recommendations that influence growth strategies...Prepare insightful reports on revenue, margin performance, cost of sales . + Monitor KPIs across portfolio, analyzing variances and… more
- Amazon (New York, NY)
- Description AWS is seeking a world class sales professional to manage our global customer and partner relationship with a strategic Life and Retirement Insurance ... to support customer interests. This includes dotted line responsibility for downstream sales and technical resources. Developing formal case studies and other forms… more
- City National Bank (New York, NY)
- …Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist ... of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective...Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years… more
- Capgemini (New York, NY)
- …brand equity through blogs, tradeshows, and social platforms, CxO Breakfasts, and other Pre- sales opportunities + Ability to articulate value prop of IA tools and ... influence at mid to senior business levels. Working with various levels: VPs, Advisor Partners, Client Communities, Capgemini Bid teams + Experience in working in… more
- Raymond James Financial, Inc. (New York, NY)
- …through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors ... network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products....of five (5) years experience in Business Development or Sales , with experience with recruiting financial advisors… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- TD Bank (New York, NY)
- …established network of resources + Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as ... broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- City National Bank (New York, NY)
- …new Financial Advisor introductions while building their career in financial services sales and business development. As a dedicated and self-motivated ... SPECIALIST* WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an...and email campaigns with the goal of qualifying the advisor and introducing them to the local sales… more