- Wolters Kluwer (Albany, NY)
- …CCH Tagetik Corporate Indirect Tax cross-functional teams, including: Field sales, Marketing , Product Development, and Customer Support to execute Channel Partner ... relationships with executive sponsors, field sales and pre-sales leaders, Marketing , Professional Services and Customer Support contacts at partners within… more
- Persado (New York, NY)
- …needs, and market demand). Who We Are Persado is an innovative Marketing AI platform that integrates high-performance creative generation with automated review of ... today, the Persado platform orchestrates and facilitates interactions between a bank's marketing team and its compliance team as they generate collateral that… more
- Honeywell (Lake Success, NY)
- …and Microgrid-as-a-Service offerings for ESCO adoption. + Work with Honeywell Marketing to establish and maintain marketing plans to drive ... and enhance thought leadership position of Honeywell. + Work with Honeywell Marketing to develop compelling sales and marketing material, inclusive of… more
- Wells Fargo (New York, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… 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 ... leaders (Success Managers and Directors) who embody our values, establish trusted advisor relationships and focus on making every customer successful. + Instill… more
- Citizens (Rochester, NY)
- …highest level of accuracy. You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of ... 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between… more
- Wells Fargo (New York, NY)
- …and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM's ... full-service and independent advisor channels. The team drives close collaboration across all...ecosystem and related products - Sales, Service, Financial Service, Marketing Cloud, etc. + 3+ years of experience building… more
- JPMorgan Chase (New York, NY)
- …As a Senior Product Associate, where you'll lead the integration of Frosch leisure advisor tools and systems into the Chase Travel environment. Your mission will be ... to deliver world-class advisor tools that elevate the travel experience and bring...product, design, technology, analytics, risk, legal, compliance, operations, servicing, marketing , etc.) on the prioritization and development of product… more
- JPMorgan Chase (New York, NY)
- …on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client ... the opportunity to help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market data, tools, and… more
- Acxiom (Albany, NY)
- …+ Build and maintain strong client relationships, serving as a trusted advisor to C-suite executives. + Identify and prioritize value-creation opportunities based on ... frameworks, and analytics. + Guide the implementation of large-scale marketing technology ecosystems, ensuring alignment with business goals and operational… more