- Verint Systems, Inc. (Albany, NY)
- …a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com . **Overview ... to drive a significant ROI, the Platform Consultant operates as trusted advisor to the customers' C-suites. The Platform Consultant works closely with solutions… more
- Ithaca College (Ithaca, NY)
- …$50,000 and above. Correspond with and visit prospects, donors, and their advisors. Travel as appropriate to fulfill duties. Maintain and submit timely reports on ... for the frontline fundraising team that demonstrate productivity related to personal visits, stewardship activities, solicitations made, and new commitments and… more
- Wells Fargo (New York, NY)
- …#CommercialBanking **In this role, you will:** + Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, ... managers across the company and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of...CFA, CPA, CRC) preferred **Job Expectations:** + Ability to travel up to 20% of the time + This… more
- Univision Communications, Inc (New York, NY)
- …relationships. Extensive knowledge and experience within the Healthcare / Personal Care and Pharmaceutical verticals and go-to-market strategies is essential. ... to establish TelevisaUnivision as a thought leader and trusted advisor in the market. Candidate must be a strong...least 10+ years of Marketing/Sales within the Healthcare / Personal Care and/or Pharmaceutical space. + Extensive experience in… more
- LiveRamp (New York, NY)
- …ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate ... adoption of LiveRamp's ad tech solutions, serving as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and maintain… more
- City National Bank (New York, NY)
- …in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... 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
- LinkedIn (New York, NY)
- …is a senior, high-impact role that requires operating as a trusted advisor to C-suite executives and their teams, shaping client transformation agendas, managing ... Responsibilities + Serve as a recognized industry authority and trusted advisor to the C-suite and their teams, delivering high-impact performance presentations… more
- BlackRock (New York, NY)
- …in selling complex enterprise SaaS + Knowledge of wealth platforms (home office and advisor facing technology) + Willingness to travel within the Americas is a ... enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... **Client Reporting** : Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis. + **Data Management** : Maintain… 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