- JPMorgan Chase (Rochester, NY)
- …and trust counsel to resolve tax issues + Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems ... client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account relationships… more
- 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 the ... the end-to-end value journey of our customers. You are our customers' trusted advisor and help them achieve their strategic goals and realize significant value using… more
- Citigroup (New York, NY)
- …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... FP&A, Controllers, Treasury, and Tax + Partner effectively across internal and external stakeholders including Executive Management Team members, regulators,… more
- AECOM (New York, NY)
- …Sr Director for PMCM Services and will perform the following: Serve as top advisor on projects of large scope and complexity and is recognized as industry leader ... a small number of direct reports. Some responsibilities are below: + Serve as advisor on projects of large scope and complexity and is recognized as industry leader… more
- The Cigna Group (New York, NY)
- …products and services to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business challenges ... + Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other key stakeholders.… more
- SHI (Albany, NY)
- …cultivate new business, expand existing accounts, and position SHI as a trusted Cisco advisor . Candidates must reside in the New York/New Jersey area, as this role ... Description** + Act as the primary Cisco subject matter expert and trusted advisor to SHI account executives and customers, providing deep knowledge of Cisco's… more
- JPMorgan Chase (New York, NY)
- …and trust counsel to resolve tax issues. * Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, AAR and ARP ... client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New… more
- New York Power Authority (Albany, NY)
- …of energy industry and market trends to position NYPA as trusted energy advisor to enable customers to make informed decisions, anticipate their needs, manage intake ... interations that build NYPA's status as a trusted energy advisor . + Direct staff on managing and maintaining key...energy to meet objectives. + As applicable, work with internal and external stakeholder to advance renewable energy efficiency… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents to determine… more
- IBM (New York, NY)
- …The Solutions Engineering team serves as the primary technical resource and internal advocate for all Customers at HashiCorp and IBM Company (HashiCorp). Through ... you will be expected to: * Serve as Trusted Advisor : You will act as a trusted advisor to aligned accounts, technical teams, and business stakeholders throughout… more