- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- JPMorgan Chase (New York, NY)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... engaging next-gen/legacy client relationships. You will also consult with regional and market -level leadership, helping them to upskill and coach advisors on these… more
- Mizuho Corporate Bank (New York, NY)
- …thinking across services, processes, and systems. + Serve as a trusted advisor , providing constructive, reviews and challenges of business plans. + Continuity ... business continuity activities and maturity to senior management. + Regulatory and Market Practice Advisory + Provide expert guidance on regulatory requirements and… more
- JPMorgan Chase (New York, NY)
- …& Acquisitions Advisory team, you will act as a trusted partner and advisor , developing business strategies and promoting execution of business initiatives. You will ... Your role will also involve financial forecasting, competitor and market analysis, and data analytics. You will have the...and Skills:** + Experience with Dealogic + Familiarity with Investment Banking products as well as JPM internal systems… more
- 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
- Mizuho Corporate Bank (New York, NY)
- …support the fixed income trading desks with trade STP, pricing and risk queries, market data feeds and monitoring key start-of-day and intraday jobs. You will also ... and IT Functions, you will act as a trusted advisor addressing their immediate concerns while driving long-term improvements...+ Pricing and Risk queries + Monitoring and troubleshooting market data feeds + Ensuring the smooth execution of… more
- Palo Alto Networks (New York, NY)
- …their environment, providing solution guidance and ensuring value realization in their investment with Palo Alto Networks. As our Solutions Consultant Manager, you ... that secure customers' key business imperatives and maximize the value of their investment with Palo Alto Networks. You will champion our industry leadership in… more
- ServiceNow, Inc. (New York, NY)
- …we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of ... role in improving GTM efficiency, accelerating deal velocity, and balancing OPEX investment with NNACV growth. Your work will also drive consistency and insight… more
- Scotiabank (New York, NY)
- …(GTB) products and services. In this role, you will serve as a trusted advisor and single point of contact for clients, building and maintaining strong relationships ... business objectives and financial needs. You will collaborate with Corporate & Investment Bankers (CIBs) to offer comprehensive financial solutions and leverage your… more
- Neuberger Berman (New York, NY)
- …Sales Enablement. The role involves enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing ... sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or… more
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