- World Wide Technology (New York, NY)
- …increase profitability and growth. Our success is enabled by our world-class management consulting, delivery excellence, and engineering brilliance. Our goal is to ... **Maximize Account Engagement** + Engage as a trusted C-suite advisor to shape and advance Microsoft Cloud and AI...services sales teams, with an emphasis on Pharma, Utilities, Financial Services or Insurance + Proactively identify and qualify… more
- JPMorgan Chase (New York, NY)
- …+ Bachelor's degree. + Seven or more years of progressive experience in financial services, product management , relationship management , or client servicing, ... Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment… more
- JPMorgan Chase (Brooklyn, NY)
- …**Required Qualifications, Capabilities, and Skills:** + Minimum 3 years business and financial management experience. + BA/BS in Finance, Economics, Accounting. ... you will serve as a strategic thinker and trusted advisor to Corporate and Investment Bank management ...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more
- Oracle (Albany, NY)
- …with the client, at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. ... requires a combination of skills: + strong leadership and management skills + outstanding communication and customer relationship ...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- Oracle (Albany, NY)
- …of their time with the client, at their location, serving as trusted technical advisor . The role: The Oracle ERP Cloud PaaS4SaaS Technical Delivery Lead is a ... requires a combination of skills: 1. strong leadership and management skills 2. outstanding communication and customer relationship ...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- Raymond James Financial, Inc. (New York, NY)
- …opportunities, as well as the chance to learn from experts in the wealth management and financial services industries. Our summer associate will gain practical ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be... planning, in addition to capital markets and asset management . At Raymond James, we are putting the power… more
- World Wide Technology (New York, NY)
- …increase profitability and growth. Our success is enabled by our world-class management consulting, delivery excellence, and engineering brilliance. Our goal is to ... and client needs. The Director serves as a trusted advisor to clients, guiding them through technical transformations and...services sales teams, with an emphasis on Pharma, Utilities, Financial Services or Insurance + Collaborates with a team… more
- KeyBank (Cohoes, NY)
- …Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client database: address, contact info, ... functions: Process annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts and security… more
- Amazon (New York, NY)
- …Principal Solutions Architect, you will partner with some of the world's largest financial services companies, AWS Sales and several other AWS teams to craft highly ... will drive revenue growth across a small set of systemically important global financial services customers. As a trusted customer advocate, you will help these… more
- US Bank (New York, NY)
- …Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...$3MM+ net worth into Private Wealth Management , help with client discovery and work… more
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