- Bank of America (New York, NY)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more
- KeyBank (Webster, NY)
- …East - Webster, New York 14580 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) + Working… more
- KeyBank (NY)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or fiduciary services compliance. ... compensation and deferred incentive compensation subject to individual and company performance. Please click here (https://www.key.com/kco/images/Key\_Benefit\_Eligibility\_Chart.pdf) for a list… more
- Microsoft Corporation (New York, NY)
- …(AI)/Data innovations and one of the fastest growing groups in the company . We operate like a startup with an entrepreneurial, high-performance mindset, but ... technical blockers and validating a valid business case for investment and translated technology complexity into business impact +...Digital Account Executive for pursuit. + Be the trusted advisor and use proactive effort to find and understand… more
- FirstLight Fiber (Albany, NY)
- …Buyer in prospect accounts. + Assist the prospect in maximizing the return of their investment with FirstLight + Establish yourself as a 'Trusted Advisor ' to the ... policy is that all applicants and employees are treated equally by the company with respect to employment opportunities, regardless of race, color, religion, sex,… more
- SMBC (New York, NY)
- …in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...technology related risks. + Ability to act as trusted advisor to senior management using discretion and sound judgment… more
- Banco Popular Puerto Rico (New York, NY)
- Date: Aug 26, 2025 Location: New York, NY, US, 10004 Company : Popular Workplace Type: Hybrid Commercial Relationship Officer Popular Assoc Multi-state Responsible ... on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients based on the clients' business objectives and… more
- KeyBank (Rochester, NY)
- …Road West - Rochester, New York 14626 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals(required) + Demonstrated… more
- Edwards Lifesciences (New York, NY)
- …impact on patients' lives. At the core of this commitment is our investment in cutting-edge information technology. This supports our innovation and collaboration on ... space. + Acting as a business liaison and lead advisor to multiple business units. + Leading operations and...and forensic analysis when required. + Adhere to all company rules and requirements (eg, pandemic protocols, Environmental Health… more
- Meta (Albany, NY)
- …Client Partner Responsibilities: 1. Strategic account planning to drive step-change investment growth 2. Cultivate executive relationships externally as well as ... strategy and consulting roles 8. 3+ years of experience as proven advisor influencing executives and clients 9. Bachelor's Degree 10. Experience clearly… more