- City National Bank (New York, NY)
- …Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective ... accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA… more
- Palo Alto Networks (New York, NY)
- …as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are ... domain. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen...statements of work and proposals + Ability to perform travel requirements as needed to meet business demands (on… more
- LiveRamp (New York, NY)
- …tier), TikTok, Meta, Snap, and emerging CTV/social players. As a trusted advisor on identity and privacy-safe collaboration, you'll position LiveRamp as the ... & Operational Excellence** + Player-coach mentality with the ability to balance personal IC contributions with team development and strategic leadership + Executive… more
- Justworks (New York, NY)
- …at a start-up but it's a fulfilling and rewarding experience as you become a trusted advisor to our customers. In this role, you will be required to come into our ... comprehensive knowledge of our suite of products + Occasional travel in some territories (25% travel ) +...In this role, your foundational knowledge, skills, abilities and personal attributes are anchored in the following competencies: +… more
- Guidehouse (New York, NY)
- **Job Family** **:** Strategy & Transformation Consulting ** Travel Required** **:** Up to 50% **Clearance Required** **:** None **What You Will Do** **:** The ... managing client expectations. You will become the client's trusted advisor that contributes to the "key client" business development...teams simultaneously. + Must be willing and able to travel to client sites across the US, up to… more
- Humana (New York, NY)
- …judgment and decision-making in ambiguous or high-pressure situations, acting as a trusted advisor and proxy for the Chief of Staff when needed. And other duties ... on a hybrid work arrangement (in office expectation of 3 days per week). ** Travel ** Willingness to travel 20-30% of time **Scheduled Weekly Hours** 40 **Pay… more
- Humana (Albany, NY)
- …in a complex multi-cloud environment. This position serves as a strategic advisor and operational leader, collaborating with Application and Product Teams, Cloud ... space lacking ongoing interruptions to protect member PHI / HIPAA information \#LI-Remote Travel : While this is a remote position, occasional travel to Humana's… more
- HUB International (New York, NY)
- …a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. ... this position as a strategic partner, planner, and trusted advisor , while Practice members rely on the SRM for...the US + Hybrid work environment + Approximately **15% travel ** , including conferences, Practice meetings, and internal events… more
- BAE Systems (Endicott, NY)
- …environment provides you a chance to change the world without giving up your personal life. We put our customers first exemplified by our missions: We Innovate for ... are not limited to: 1. Serve as a trusted advisor to the VP/ GM and a member of...an environment that inspires innovation, teamwork, continuous improvement, and personal growth. 3. Aggressively seek new business opportunities that… more
- KeyBank (NY)
- …offers the opportunity to expand your influence and develop as a trusted advisor to organizational leaders. In this role, you'll collaborate with leaders to design ... market analysis, and more. + Relationship Builder: Able to establish strong personal and professional bonds. + Adaptable/Change Navigator: Able to effectively and… more