- PagerDuty (Albany, NY)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through cutting-edge technology.… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective… more
- JPMorgan Chase (New York, NY)
- You will support the Commercial and Investment Bank's Public Finance business in the Americas. You will partner with the Public Finance business on the firm's ... to the Public Finance business and the Commercial & Investment Bank more broadly. You will collaborate daily with...matters, including relevant securities laws and the SEC's Municipal Advisor Rule, fair access and related issues. + Serve… more
- City National Bank (New York, NY)
- …Team and our clearing firm.M anage all outgoing transfers by notifying the Portfolio Manager Team and Sr. Investment Consultant. Monitor the process of the ... New Account Specialist provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities....trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the… more
- NTT America, Inc. (Albany, NY)
- …Us!** As an **SAP Senior Account Executive** (AE), you will act as the manager of your territory, enabling customers to unlock their potential by positioning our SAP ... drive sustainable growth, and demonstrate your ability to be a trusted advisor . + Gain in-depth knowledge of each customer's technology landscape, strategic goals,… more
- Google (New York, NY)
- …of experience in business development, partnerships, management consulting, or investment banking, in the Consumer Electronics, Auto, OEMs, Telecom, ... current and future business opportunities for our partners by building trusted- advisor relationships with C-Suite and executives at partner organizations, is… more
- KeyBank (Syracuse, NY)
- …Street - Syracuse, New York 13202-1600 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... in person branch visits where they spend time observing and coaching the Branch Manager and his/her direct reports, partnering with the Branch Manager on joint… more
- HUB International (Melville, NY)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB ... Wholesale Division. This individual will serve as the primary relationship manager for Professional Employer Organization (PEO) accounts, acting as a trusted… more