- Wells Fargo (New York, NY)
- **About this role:** The role of the Principal Corporate Banking Relationship Manager/ Managing Director will originate, evaluate and structure new financing ... and/or demonstrate an ability to develop the same to become a trusted advisor . + Leverage knowledge to effectively communicate the value proposition of recommended… more
- Banco Popular Puerto Rico (New York, NY)
- …New York, NY, US, 10004 Company: Popular Workplace Type: On-site Commercial Relationship Officer - Business Banking Business Banking NYM Responsible for developing ... on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients based on the clients' business objectives and… more
- CIBC (New York, NY)
- …business initiatives that impact team members, partners and CIBC clients. + ** Relationship Management** - You'll create trusted advisor relationships. Who You ... We're building a relationship -oriented bank for the modern world. We need...wealth protection to help clients meet their goals. + ** Relationship building -** Engage in marketing and outreach activities… more
- The Cigna Group (New York, NY)
- …annual renewal rate increases in addition to new products and services to expand the relationship . You will be the trusted advisor and go-to partner for your ... + Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other key stakeholders.… more
- SHI (Albany, NY)
- …Demonstrations: + Develop and deliver customized demos highlighting key features + Client Relationship Management + Function as a trusted advisor for clients, ... and client engagements. The ideal candidate will act as a trusted advisor to clients and internal stakeholders, shaping solutions that maximize value across… more
- Anheuser-Busch (Bronx, NY)
- …and others to reach higher and achieve more. **Job Responsibilities:** + Build strong relationship with retailers as trusted Category advisor across all areas of ... the Beer business. + Develop impactful category analyses and consumer insights using a range of syndicated and non-syndicated data sources. + Use space planning software to effectively merchandise the beer department according to category and retailer… more
- Edward Jones (Malta, NY)
- **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we ... critical member of that team along with the financial advisor . You are the first voice a client hears...them coming a mile away. You and your financial advisor are essential in working together to help your… more
- Equitable (Syracuse, NY)
- …processes and activities for Field Programs, with specific emphasis on driving Advisor Assist program growth. Responsible for compliance and supervision of the ... **Key Responsibilities** Assists management team in identifying emerging client and advisor needs, industry trends, regulations and contributes to the operations and… more
- Bank of America (New York, 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
- US Bank (New York, NY)
- …sales tools and capabilities and serving more clients' operational needs. As a key advisor to the Head of Institutional Client Group, this leader will play a pivotal ... client conversion. + Partner with credit, product, marketing, and relationship management teams to align business development efforts with...& Integrated Client Sales** + Serve as a key advisor to the Head of ICG, contributing to enterprise-wide… more
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