- 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
- Wells Fargo (New York, NY)
- …(WIM) provides clients access to some of the United States' leading providers of financial and investment services . Through WIM's businesses, we deliver a full ... help them achieve financial goals. WIM provides financial products and services through the various...distance between the client request and the product or service delivery + Provide access to highly credentialed specialists… more
- MTA (New York, NY)
- …Location: New York, NY, United States Regular/Temporary: Regular Department: Office of Financial Services Date Posted: Jun 20, 2025 Description JOB TITLE: ... Position Objective: The Senior Director, Debt Financing reports to the Deputy Chief, Financial Services and is responsible for structuring and negotiating the… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Financial Services , Department of Title Executive Deputy Superintendent for Insurance, NS Occupational Category Administrative or General ... Code 10004 Duties Description The New York Department of Financial Services (DFS) seeks to build an...Responsible for all Division regulatory operations;* Acts as chief advisor to the Superintendent on a wide range of… more
- Anywhere Real Estate (Buffalo, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... of due diligence by business partners + **Collaborator:** Effectively leverage shared services team's support and assets to be knowledgeable on Brand FDD, market… more
- IBM (New York, NY)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...solution roadmaps and lead/participate in large transactions. Evangelize HCS service offerings as a change agent for early engagement,… more
- City National Bank (New York, NY)
- …* Bachelor's Degree or equivalent * Minimum 1 year of experience in the financial services industry * Minimum 3 years of experience with Microsoft Excel ... formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new...client facing job experience, experience in investments or other financial services industries * Strong interpersonal, verbal… more
- ServiceNow, Inc. (New York, NY)
- …etc.) to identify and localize ServiceNow Disputes and related solutions to the Financial Services market. S/he will closely align with our account teams ... for several strategic Financial Services clients (existing and potential) to...management solutions and strategies. + Serve as a strategic advisor to Product, Development, and Marketing to provide industry… more
- NBT Bank (Williamsville, NY)
- …effectively refer business. Education and Experience: + Bachelor's degree and/or equivalent financial services experience. + Minimum 5 years' experience in ... by positioning and selling a broad array of appropriate financial products and services . Develops strategic relationships...on the review and analysis of personal and business financial data gathered. Delivers distinctive service by… more
- JPMorgan Chase (Fayetteville, NY)
- …qualifications, capabilities, and skills** + A minimum of 4 years of financial services experience + Demonstrated success in cultivating and maintaining ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...not available in all states. Chase is a leading financial services firm, helping nearly half of… more