- Capital One (Chicago, IL)
- …to provide recommendations and influence decision making + Act as a trusted advisor to Technology leaders, Product leaders, and Chiefs of Staff, understanding ... plans accordingly + Hold regular updates and build close partnerships with Card Product , Finance, Risk, Tech, Chief of Staff, and HR partners + Prepare executive… more
- KeyBank (Chicago, IL)
- …127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than ... astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory… more
- Bank of America (Chicago, IL)
- …FOR PRIVATE WEALTH MANAGEMENT ONLY. The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or ... in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist… more
- ServiceNow, Inc. (Chicago, IL)
- …customers align CPQ deployments to business objectives while partnering closely with Product and R&D to influence the roadmap. **Why This Role Matters** As ... of a portfolio of CPQ customers. You'll act as a trusted advisor to executives and technical stakeholders alike, guiding customers through onboarding, adoption,… more
- Google (Chicago, IL)
- …executives in Product , Developing, CTO or CIO organizations as trusted advisor . As a Technical Solutions Consultant, you will be responsible for the technical ... relationship of our largest advertising clients and/or product partners. You will lead cross-functional teams in Developing, Sales and Product Management to… more
- KeyBank (Chicago, IL)
- …Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking… more
- Wells Fargo (Chicago, IL)
- …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...evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a… more
- Wells Fargo (Deerfield, IL)
- …. **In this role you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service, and operational related activities such as providing service to ... direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes,… more
- Deloitte (Chicago, IL)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends on ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...core professional services (eg, IT, Managed Services, Outsourcing) and product offerings to continue supporting contracting and risk matters… more
- Palo Alto Networks (Chicago, IL)
- …and resilience through tailored assessments - driving meaningful risk reduction, product integration, and cloud transformation at scale. In this strategic leadership ... customer satisfaction, and identifying opportunities to align Palo Alto Networks' product capabilities to client needs uncovered during assessments. This role… more