- Paychex (Queens County, NY)
- …and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure ... utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new… more
- Stantec (New York, NY)
- …business teams include finance, procurement, human resources, information technology, marketing , corporate development, HSSE, real estate, legal, and practice ... will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit...help develop creative solutions. - Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging… 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 ... new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions + Develop and set the team's strategic direction.… 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 ... in the field. Provides marketing and business development support and may have considerable...direct reports. Some responsibilities are below: + Serve as advisor on projects of large scope and complexity and… more
- JPMorgan Chase (New York, NY)
- …Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing , and Technology to implement complex, transformational change. As an ... operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship… more
- Raymond James Financial, Inc. (New York, NY)
- …illustrations, seminar outlines and other documentation used in the sales and marketing of trust services. + Builds and maintains working 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… more
- Danaher Corporation (Albany, NY)
- …cross-functionally with Sales Specialists, Health Systems Executives, Service, Finance, Marketing , and Client Services, you will ensure seamless execution and ... influence across a matrixed organization. You will serve as a trusted advisor and strategic partner-shaping account strategy, driving growth, and helping customers… more
- Deloitte (New York, NY)
- …develop effective sales strategies, manage the pursuit process, and act as a key advisor to the pursuit team throughout the sales process. Work You'll Do: + Drive ... Build and nurture executive-level client relationships, serving as a trusted advisor on managed services and outcome-based solutions that drive operational… more
- Bank of America (New York, NY)
- …business cases, securing, and executing technology projects to optimize client/ advisor experience * Delivering exception client/ advisor experience through ... framework, and alignment with distribution partners (internal and external) * Marketing and brand development * Implementation of regulatory changes, and ongoing… more
- SHI (Albany, NY)
- …and client engagements. The ideal candidate will act as a trusted advisor to clients and internal stakeholders, shaping solutions that maximize value across ... + Client Relationship Management + Function as a trusted advisor for clients, building strong relationships with stakeholders and...delivery and client engagement + Work with product and marketing teams to stay informed about the latest features… more