- Citigroup (New York, NY)
- …Client Relationship Management** + Serve as the primary liaison and trusted advisor for a portfolio of Depositary Receipt issuer clients (corporations, market ... dynamics. + Collaborate with internal teams (operations, legal, compliance, finance, sales , marketing) to ensure seamless service delivery and execution of client… more
- City National Bank (New York, NY)
- …and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials ... and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income...formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new… 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 ... client base, this role supports the entire customer lifecycle - from pre- sales solutioning through post-go-live adoption and expansion. You will bring deep industry… more
- Amazon (New York, NY)
- …AI-powered innovation, and Agentic AI-driven automation. Together with AWS Sales , Services, and Professional Services, you'll accelerate adoption, create ... business value. You will act as a trusted CxO advisor and technical Executive Sponsor for leading Retail &...and autonomous customer engagement at scale. * Partner with Sales , Services, Marketing, and Engineering to embed agentic AI… more
- The Estee Lauder Companies (New York, NY)
- …and communicate seasonal retailer packets. + Assist with ad hoc reporting and sales planning documents. Core Competencies: + Strong financial and analytical ... in the right SKUS in the right doors. Primary advisor to Account Lead, helping inform overall account strategy...degree required + 5+ years of experience specifically in financial planning or working with stock & sales… more
- CVS Health (Albany, NY)
- …the CVS Heart at Work principals ensures success! Key Responsibilities: . Advisor to external stakeholders (Business, Sales , Account Mgmt., Marketing, ... on how to effectively navigate the digital intake process. . Advisor to internal digital stakeholders (Professional Services, Product, Engineering, Architecture,… more
- JPMorgan Chase (New York, NY)
- …on products and services by utilizing the Internet, engaging with sales representatives, and reviewing industry publications, newspapers, and magazines. **Required ... experience in the travel industry as an Leisure Travel advisor , with proficiency in Sabre GDS. + Ability to...+ Extensive experience in roles that incorporate customer service, sales , and strong communication skills. + Ability to learn… more
- KeyBank (Schenectady, NY)
- …Road - Schenectady, New York 12304 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank,… more
- JPMorgan Chase (New York, NY)
- …& Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best ... service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business.… more
- KeyBank (Evans, NY)
- …achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides ... York 14006 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling… more