- City of New York (New York, NY)
- …Deputy Commissioner of Management and Budget (DCMB) coordinates and oversees financial planning and audits, procurement of goods and services, payment for ... monitor, analyze, and manage the agency's OTPS budget; be responsible for leading, training and implementing the PASSPort system. The candidate will work with the… more
- KeyBank (Johnstown, NY)
- …Avenue - Johnstown, New York 12095 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...offerings + Support the Branch Manager in onboarding and training of new Tellers to the team + Performs… more
- Banco Popular Puerto Rico (New York, NY)
- …on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients based on the clients' business objectives and ... listening and uncovering their needs to gain in-depth knowledge of client's financial priorities and provide the products/services that are most appropriate for… more
- CBRE (Albany, NY)
- …of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within Data Centre ... Business Responsibilities** * Provide formal supervision for employees. Monitor the training and development of staff. Conduct performance evaluations and coaching.… more
- American Express (New York, NY)
- …alignment with AEMP 88 and other key enterprise policies + Act as a trusted advisor to GCS sales colleagues and leaders to provide guidance on how to compliantly ... /standards by providing topic-specific insight + Design and disseminate targeted training and awareness programs to increase understanding and management of Business… more
- Wells Fargo (New York, NY)
- …risk frameworks, and market best practices. You will serve as a trusted advisor to front office, legal, credit, and compliance teams, providing strategic guidance on ... energy firms, metals traders, and other participants in physical and financial commodities markets. Negotiate ISDA Master Agreements, NAESBs, EEIs, and bespoke… more
- Santander US (New York, NY)
- …external deal workstreams Client Coverage & Strategic Advisory + Serve as a trusted advisor to corporate and financial sponsor clients across the consumer and ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our… more
- Mizuho Corporate Bank (New York, NY)
- …a culture of resilience across the organization through targeted training , stakeholder engagement, and cross-functional collaboration. + Facilitate the ... Operations, Legal, Compliance, and other functions, serving as a trusted advisor and providing constructive challenge and oversight of resilience-related plans and… more
- Broadridge Financial Solutions (New York, NY)
- …expand, and sustain strategic, enterprise-wide client relationships, serving as a trusted advisor and ensuring high retention and satisfaction. + Identify and pursue ... least 8 years of relevant account management and sales experience, ideally in financial technology, financial services, or related B2B environments. + Expert… more
- Broadridge Financial Solutions (Edgewood, NY)
- …key Institutional clients, serving as the primary point of contact and trusted advisor . + Strategic Business Reviews: + Plan and execute strategic account reviews ... 4 years experience in a client service, account management, or related financial services. + Strong knowledge of project management and contract process management… more