- Raymond James Financial, Inc. (Locust Valley, NY)
- …Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of scheduled and ad hoc ... and data resource tools. * Investment management analytical tools. * Financial planning software tools **Ability to** * Operate standard office equipment and using… more
- ABM Industries (New York, NY)
- …consistency in incident response, root cause analysis, and long-term resolution planning . Develop and track KPIs, service metrics, and customer satisfaction scores ... continuity and data protection. **Stakeholder Engagement** Act as a trusted advisor to senior leaders, ensuring technology strategies align with executive and… more
- HUB International (New York, NY)
- …and can create structure, develop solutions, and influence outcomes through strong planning , communication, and project management skills. The SRM will serve as a ... this position as a strategic partner, planner, and trusted advisor , while Practice members rely on the SRM for...of a Successful SRM** + Strategic thinker with strong planning and organizational capabilities + Calm under pressure; maintains… more
- Microsoft Corporation (New York, NY)
- …global, complex, cross-cloud digital footprint. As the CSAM you will drive consumption planning & execution, as well as the acceleration of cloud adoption from ... strategies with customer priorities. - You will strive to achieve "Trusted Advisor " status with key customer executives **Technical Relevance:** - You will align… more
- Grant Thornton (New York, NY)
- As the Income/Franchise Tax Manager, you'll deliver a full range of tax planning , consulting, and compliance services for your multiple clients - all with the ... projects in a wide variety of industries; provide tax planning , consulting, and compliance expertise to clients; and manage...business and process improvement and serve as a business advisor to client + Other duties as assigned You… more
- Raymond James Financial, Inc. (Rochester, NY)
- …position combines hands-on contributions with educational exposure to financial planning , client service, and operational processes. The branch seasonal associate ... support + Observe financial advisors and learn about client onboarding, planning , and service processes. + Support projects that improve branch efficiency… more
- Pfizer (New York, NY)
- …collaboration, and continuous improvement. + Manage talent pipeline and succession planning for critical roles. **Enterprise Delivery & Governance** + Oversee ... progress, and outcomes to executive leadership. + Act as a trusted advisor for data-driven decision-making. **Financial & Operational Accountability** + Own budget … more
- ServiceNow, Inc. (New York, NY)
- …from a SaaS license model. You will accomplish this through account planning , territory planning , researching prospect customers, using business development ... Solutions Specialist, Success resources, Partners and Marketing, etc.) + Be a trusted advisor to your customers by understanding their business and advising on how… more
- Capital One (Albany, NY)
- …products, services, pricing or marketing program opportunities + Serve as trusted advisor between key decision-makers across all divisions of the assigned partner ... sales, business development, relationship management, strategy, operations, project management, planning or finance **Preferred Qualifications:** + Bachelor's Degree in… more
- Microsoft Corporation (New York, NY)
- …Strategist - Financial Services_** , you will serve as a trusted advisor to Microsoft's top Financial Services Industry customers, driving thought leadership that ... or related field AND 4+ years marketing, strategy, business planning , consulting, banking, finance, economics, and/or partner organization experience +… more