- ADP (Albany, NY)
- …as Accountants), but your primary focus will be selling directly into a company's executive/ financial contacts. Once in a sales process, you will have access to ... will be accepted until 9/15/25 ADP is hiring a ** Sales Representative for R&D Tax Credits.** + **As a...professional, are you ready to help businesses capture significant financial savings through Tax Credits?** + **Do you want… more
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's...trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards… more
- KeyBank (New York, NY)
- …- New York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of ... standards and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs;… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... solutions to help them achieve financial well-being. The High Net Worth Specialist plays a...is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are**… more
- KeyBank (Tarrytown, NY)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- Autodesk (Albany, NY)
- …stakeholders from field teams to C-suite decision-makers + Serve as a technical advisor throughout the customer lifecycle-from pre- sales to adoption to expansion ... #** 25WD88489 **Position Overview** As an **Integrations & Innovations SME in Technical Sales ** , you are a key strategic partner supporting Autodesk's most critical… more
- Citigroup (New York, NY)
- …individual who will support our Business Intelligence team in the area of Sales Advisor Performance Reporting and Insights This position under Citi Global ... Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation,… more
- Citizens (Rochester, NY)
- …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- JPMorgan Chase (New York, NY)
- …Client will oversee the PWA client teams, including national accounts and field sales (external & internal). This role is responsible for cultivating deep client ... Responsibilities:** + Lead, coach, and inspire a team of 14 PWA Sales Specialists, including Desk Manager, National Account, and Internal/External Client Advisors. +… more
- Amazon (New York, NY)
- …collaboratively to drive results by partnering with AWS customers, AWS field sales executives, and other internal stakeholders to empower our customers to evolve, ... meet customer business outcome and goals * Partner with Sales and PE BD to manage Success Criteria and...Teams, Finance, Legal, etc.) * Act as a trusted advisor in the development of the commercial strategy of… more