- JPMorgan Chase (New York, NY)
- …strategy, architect high-impact portfolios, and inspire senior leaders as the trusted advisor who turns data-driven insights into enterprise-wide results. Join us to ... deliver maximum strategic and financial value. You will be the trusted advisor who connects AI capabilities to tangible business outcomes, moving critical work… 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
- WSP USA (New York, NY)
- **Opportunity** Lead WSP's US Advisory & Planning Business Line's Energy Advisory Practice as the Managing Director, shaping transformative strategies that ... leaders. **Client Engagement & Business Development** - Serve as a trusted advisor to clients, demonstrating strong strategic acumen and a seller/doer mindset. -… more
- University of Rochester (Rochester, NY)
- …800 people. Leadership responsibilities include Utilities and Energy Services, Planning , Design and Construction, and Maintenance and Operations for all ... presents to the Board of Trustees Facilities and Campus Planning Committee at the request of the EVP and...in the local community. + Serve as a key advisor to the Academic Center and Medical Center leadership… more
- Wolters Kluwer (New York, NY)
- …Support & Provider Solutions (CDSP) product portfolio. They serve as a trusted advisor for our largest and most strategic accounts and are responsible for optimizing ... liaison for customer executive leadership as it relates to project planning , execution, implementation and utilization efforts + Complete Executive Business Reviews… more
- City National Bank (New York, NY)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- Deloitte (New York, NY)
- …evaluate and integrate emerging technologies, advancing frameworks for planning , memory, and multi-agent collaboration, and institutionalizing best practices ... client's business and technology requirements. Contribute to project estimating, planning , contracting and staffing activities. Manage technical and/or functional… more
- Skidmore College (Saratoga Springs, NY)
- …budgeting, spending, and compliance with College/SGA financial policies, serving as the primary advisor to the SGA VP for Financial Affairs and the Budget & Finance ... fund transfers with financial institutions. + Lead annual SGA budget planning and development. Coordinate the process, review club/committee proposals for… more
- NTT America, Inc. (Albany, NY)
- …Understanding of the importance of follow up and documentation of results + Trusted advisor to the project team (NTT Data Business Solutions Inc. and customer) + ... + Mitigate future risks by addressing them early on + Utilize the trusted advisor position to influence the client + Assessment of escalation situation + Project… more
- BMO Financial Group (New York, NY)
- …for US regulatory reports, internal stress testing, and recovery and resolution planning , with a focus on Capital Market products. This role combines strategic ... development of top talent. + Act as a trusted advisor to senior leaders for making business decisions and...on liquidity and funding matters including recovery and resolution planning . + Develop and maintain the model and assumption… more