- Neuberger Berman (New York, NY)
- …coverage, sales leadership, intermediary specialist teams and the home office relationship group. Primary functions will include efficiently segmenting and driving ... advisor /COI engagement while helping to optimize external territory sales...coverage of territory COIs with a focus on strategic relationship building and increasing brand awareness + Partner with… more
- Bank of America (Buffalo, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks.… more
- Lumen (Albany, NY)
- …governance to include share pool, burn rate, overhang and dilution. Manage the relationship and ensure the accuracy of data with our third-party equity platform ... with SEC regulations and disclosure requirements. Stay abreast of proxy advisor trends and shareholder expectations, global tax requirements, and financial reporting… more
- JPMorgan Chase (New York, NY)
- …Onboarding & Account Opening** team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new investment accounts ... Management. Across web, mobile and internal platforms, for both self-directed and advisor -driven relationships, the AO team delivers solutions that are delightful to… more
- JPMorgan Chase (New York, NY)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... management behaviors. As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development of experienced JP… more
- Independent Health (Buffalo, NY)
- …cultivate a robust pipeline of business opportunities through connections and relationship building with key market stakeholders such as brokers, consultants, third ... PBD's sales efforts. The position will demand a proactive approach to relationship management, with a focus on consulting with stakeholders to accomplish business… more
- Amazon (New York, NY)
- …foster a technical community of SMEs. Key job responsibilities - Customer Advisor . Guide technical and business decision-makers through their Generative AI and ... AWS AI/ML Services to address their requirements. - Product Advisor . Act as technical liaison between customers and our...Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of… more
- Broadcom (Albany, NY)
- …a Technical Adoption Manager (TAM), you will serve as a trusted advisor , driving a cross-functional, unified customer experience using your technical, communication, ... that benefits everyone. You will also be able to create a long-term relationship with your assigned customers while developing an understanding of the customer's… more
- US Foods (Clifton Park, NY)
- …DUTIES & RESPONSIBILITIES:** _1. Own the execution of Area finance strategy_ * Advisor on long-term business financial and strategic planning to the Area President ... future of the business _2. Act as a trusted advisor for all things Finance_ * Partner with Controller's...there is virtual supervision of IT contractors. Indirect reporting relationship with the credit manager and coordinators. **RELATIONSHIPS** *… more
- Warner Bros. Discovery (New York, NY)
- …editing tools, etc. The Senior Manager also serves as a trusted advisor to executives and business leaders, driving innovation, supplier performance, and ... WBD's evolving production technology landscape by: + Acts as a strategic advisor and liaison across Legal, Finance, Security, Global Content Operations, and… more