• AmeriCU Credit Union (Rome, NY)
    …they can live life, dream big and achieve financial success through a one-on-one relationship with a financial advisor committed to their needs. Our advisors are ... Financial Advisor The range for this position: Base Salary...trust and respect, be solely responsible for successful client relationship management and successfully convert prospective clients into new… more
    Upward (07/11/25)
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  • JPMorgan Chase & Co. (New York, NY)
    …client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet ... and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal...Desire to ultimately work with external clients in a relationship building and sales capacity Ability to thrive in… more
    Upward (07/19/25)
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  • Macy's (Lake Grove, NY)
    …place to work. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor , your focus is to support the Beauty needs of our customers to drive sales. ... to each customer based on their wants, features, and choices Build a relationship with customers by introducing them to beauty products and finding out their… more
    Upward (07/22/25)
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  • Vanta (New York, NY)
    …for customers to achieve compliance using our platform. Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors ... build strong trusted relationships. Providing top-notch account management and relationship building through various means; Quarterly Business Reviews, Health Check… more
    Upward (07/14/25)
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  • Citigroup, Inc. (Plainview, NY)
    …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. Refer opportunities… more
    Upward (07/18/25)
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  • Citigroup, Inc. (New York, NY)
    …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. Refer opportunities… more
    Upward (07/16/25)
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  • Citigroup, Inc. (Forest Hills, NY)
    …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,… more
    Upward (07/10/25)
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  • Apex Group Ltd (New York, NY)
    …industry-changing realities. For our business, for clients, and for you Senior Sustainability Advisor , Holtara New York, NY | Full-time (In Office) About Holtara (by ... team and form part of our growing Americas practice. As Senior Sustainability Advisor you will leverage deep sustainability and finance expertise to lead high-stakes… more
    Upward (06/30/25)
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  • Synthesia (New York, NY)
    …business objectives and uncover new use cases Establish and maintain a trusted advisor relationship with customers, ensuring that customers are realizing value ... out of their investment in Synthesia Act as a subject matter expert for the practical application of Synthesia within enterprises and take a consultative approach in implementing video content into their workflows. Monitor utilization and deploy strategies to… more
    Upward (07/23/25)
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  • Porter Novelli (New York, NY)
    …social media, content and engagement to deliver on strategy work Building a trusted advisor relationship with your clients and external partners who touch the ... client's business, as well as with Porter Novelli colleagues Pushing creative to move programs to the next level Researching and analyzing industry and competitor trends and providing insightful recommendations to team and client Providing direction and… more
    Upward (07/06/25)
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