- JPMorgan Chase (New York, NY)
- …Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content and drive ... possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through… more
- Deloitte (New York, NY)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... of the world's largest groups of specialists, alliances with more than 100 global companies, and services shaping the most recognized TMT brands-and helping those… more
- Deloitte (Rochester, NY)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... of the world's largest groups of specialists, alliances with more than 100 global companies, and services shaping the most recognized TMT brands-and helping those… more
- Mastercard (New York, NY)
- …A proactive, client -centric approach with the ability to anticipate client needs and offer tailored solutions . Strong problem-solving and critical ... Specialist, Customer Success - Open Banking Who is Mastercard? Mastercard is a global technology company in the payments industry. Our mission is to connect and… more
- Citigroup (Bronxville, NY)
- Citi Global Wealth brings together the full power of...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Wolters Kluwer (Albany, NY)
- Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software ... consultants to demonstrate the value of our Corporate Performance Management (CPM) solutions to potential clients. You will be responsible for shaping and executing… more
- LinkedIn (New York, NY)
- …network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting ... a solid understanding of the industry, collaborate internally, be a strategic advisor to your clients, and consistently deliver against your sales targets.… more
- CBRE (Albany, NY)
- …of one or more lines of business and/or clients whose markets encompass a global and/or multi[1]market area. * Responsible for short and long term growth and ... company's platform in attracting new business development and growing market/ client share, as well as integration of all shared...* Serves as the "face of CBRE" in the local/national/ global business community. Serves as a key industry and… more
- Deloitte (Rochester, NY)
- …investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage ... the client relationship...various transactions to the organization. The Team As the global leader in providing professional services to the Investment… more
- JPMorgan Chase (New York, NY)
- … Client Solutions , Engineering, Product, Data Science) + Serves as a trusted advisor for Sales and Client Solution teams to lean on and establish ... one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
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