- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Wells Fargo (New York, NY)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...is not eligible for Visa sponsorship + Ability to travel up to 10% of the time + Specific… more
- Raymond James Financial, Inc. (New York, NY)
- …serve in a fiduciary capacity. + Plans and executes an efficient and extensive personal travel schedule generally exceeding 70% of this individual's time. + ... + Builds and maintains working relationships through communication and personal meetings with the client the Financial Advisor... personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors.… more
- Citizens (Rochester, NY)
- …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 ... for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating all prospecting… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Sr. Relationship Manager serves the ... business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages… more
- AON (New York, NY)
- …findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. + Execute ... Prepare proposals and make presentations to clients and prospects. + Some travel required. Required Skills & Experience: + Property and Casualty insurance technical… more
- Stantec (New York, NY)
- …two days. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... and expertise to help develop creative solutions. - Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging the status quo. -… more
- Guardian Life (New York, NY)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, experience at an insurance-affiliated broker/dealer is a plus.… more
- Sharecare (Albany, NY)
- …we are committed to supporting each individual through the lens of their personal health and making high-quality care more accessible and affordable for everyone. To ... The Provider Sales Manager will serve as a trusted advisor and subject matter expert on Provider Solutions related...and candidates must be comfortable with up to 30% travel . For travel purposes, it is preferred… more
- Celonis (New York, NY)
- …us. **The Team:** The position of Senior Value Engineer is a trusted advisor helping customers achieve their strategic goals and realise significant value using the ... journey of our customers. You are our customers' trusted advisor and help them achieve their strategic goals and...Engineering, Technology and/or Management, Informatics, Mathematics or similar + Travel : ability to travel mainly domestic up… more