- City National Bank (New York, NY)
- …that has the drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial services sales and business ... and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team...5 years of experience in investment sales and/ or internal sales support * 3 to 5 years of… more
- AON (New York, NY)
- …findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. + Execute ... vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted… more
- AON (New York, NY)
- …reporting, and continuous improvement plans. + Act as a strategic advisor to executive leadership on technology-enabled operational enhancements. Manage training and ... vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted… more
- Lumen (Albany, NY)
- …on establishing strong relationships both with Sales leaders and the extended internal and external Partner ecosystem. Working with sales and generating additional ... This role is equally responsible for driving awareness through thoughtful internal and external awareness campaigns, drive go-to-market motions, and pair our… more
- Cognizant (Albany, NY)
- …Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail and CPG space supporting Salesforce ... trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with… more
- University of Rochester (Rochester, NY)
- …data, education, experience, qualifications, expertise of the individual, and internal equity considerations._ **Responsibilities:** GENERAL SUMMARY Serve as the ... for the e5 and Take Five Scholars Program, including advisor initiatives, special programming, and the Advisor ...document underload trends. + Pulls and organizes data from internal systems. Formats and maintains Excel reports to support… more
- AON (New York, NY)
- …to provide sophisticated projects + Demonstrated experience in building trusted advisor relationships within an advisory business in relevant (re)insurance markets, ... vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted… more
- Danaher Corporation (Albany, NY)
- …influence across a matrixed organization. You will serve as a trusted advisor and strategic partner-shaping account strategy, driving growth, and helping customers ... assigned accounts, including IDNs and Health Systems. Act as a trusted advisor , leveraging relationships to drive year-over-year growth, protect the base business,… more
- BlackRock (New York, NY)
- …enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships ... of BlackRock in a compelling fashion. + Develop strong internal relationships with all groups within Aladdin Wealth and...SaaS + Knowledge of wealth platforms (home office and advisor facing technology) + Willingness to travel within the… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client… more