- 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
- KeyBank (Greece, NY)
- …Latta Road - Greece, New York 14612 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).… more
- Amazon (New York, NY)
- …skills. As a Solutions Architect, you will partner some of the world's largest financial services companies, AWS Sales , and several other AWS teams to craft ... accelerate the adoption of AWS services. In collaboration with sales , you will drive revenue growth across a small...drive revenue growth across a small set of global financial services customers. As a trusted customer advocate, the… more
- Principal Financial Group (Albany, NY)
- …We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative greenfield platform, ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- Bank of America (New York, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- KeyBank (Tarrytown, NY)
- …understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer ... (CRM) system, and personal meetings. Captures the client's goals in a financial plan. + Prepares and delivers client presentations, individually and as part of a… more
- Wells Fargo (New York, NY)
- …wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales , service, and ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Citigroup (Smithtown, NY)
- …the US Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+ individuals), ... of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + Demonstrated… more
- Palo Alto Networks (New York, NY)
- …offerings. The healthcare architect will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos most strategic ... as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are… more
- Wells Fargo (New York, NY)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more