- Paychex (West Henrietta, NY)
- …clients through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides ... for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and...support high value clients and the financial advisor community through advanced industry knowledge… more
- NTT America, Inc. (Albany, NY)
- …of our team, you'll collaborate with clients to understand their unique financial needs, architect innovative solutions , and lead implementations that optimize ... enhance decision-making, and propel organizational growth. **What You Will Do** ** Financial ** **Solution Design:** Craft tailor-made SAP solutions that align… more
- World Wide Technology (New York, NY)
- …through our world-class culture, generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, World Wide Technology (WWT), ... a global technology solutions provider leading the AI and Digital Revolution, with...strategies for Fortune 500, including leading global Banking and Financial Services institutions, and large public sector organizations, positioning… more
- HUB International (New York, NY)
- …families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will… more
- KeyBank (NY)
- …clients informed of products, services, special promotions, and providing appropriate financial solutions via consultative review and proactive contact. + ... relationship by selling and promoting a broad array of financial products and services, providing pertinent financial ...to meet the clients' need and become their trusted advisor . They develop strategic relationships with Key lines of… more
- Neuberger Berman (New York, NY)
- …Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions . This role requires exceptional communication, project ... and a platform supporting Wealth Advisors and their clients. Product solutions will include both in-house development and vendor application integrations. You… more
- JPMorgan Chase (New York, NY)
- …from technology to Legal, Risk, and Compliance. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... **About the Global Mortgage Solutions Business** The Global Mortgage Solutions ...comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to reimagine… more
- Danaher Corporation (Albany, NY)
- …performance indicators for assigned accounts and understand how Beckman Coulter Diagnostics solutions can impact their financial objectives. Collaborate with the ... a matrixed organization. You will serve as a trusted advisor and strategic partner-shaping account strategy, driving growth, and...Experience + Proven ability to understand customer business and financial goals and to position solutions that… more
- World Insurance Associates, LLC. (Woodbury, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...advisory and retirement plan services, and payroll & HR solutions . Employee Benefits Sales Producer - Employee Benefits Client… more
- JPMorgan Chase (Brooklyn, NY)
- …systems and ERPs; workings of sFTP and API JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... objectives will be to drive growth and expansion through strategic payables solutions , cross-sell products, and ensure account retention. In this role, you will… more