- BMO Financial Group (New York, NY)
- …the Financial Institutions Group (FIG), focusing on delivering innovative and client -centric solutions in cash management, corporate cards, and liquidity. This role ... product and service teams to ensure timely and effective solution delivery. ** Client & Relationship Management** + Provide exemplary client coverage, fostering… more
- Oracle (Albany, NY)
- …to their business-nothing more, nothing less. You will work as a trusted advisor for the client , delivering with quality, and predictability. You will ... and creativity to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. EPM Consultants who join Oracle… more
- KeyBank (Tarrytown, NY)
- …strategies to actualize client aspirations and further position Key as the client 's trusted advisor . + Interfaces with other Key Private Bank advisors and ... to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement , etc.)....all other client plans (tax, estate planning, retirement , etc.). + Provide timely feedback to the Relationship… more
- JPMorgan Chase (Brooklyn, NY)
- … client who has multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products ... Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client… more
- Kyndryl (New York, NY)
- … CXOs and be seen as the 'go to' person and a trusted advisor by senior executives *Leading C-level client interactions and consulting initiatives, deliverables ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- Grant Thornton (New York, NY)
- …defend against advanced cyber threats. You will serve as a strategic advisor to executive stakeholders, guiding them through the design, implementation, and ... Microsoft's threat protection ecosystem. Your role will span technical leadership, client relationship management, and practice development. From day one, you'll be… more
- Guidehouse (New York, NY)
- …the pursuit and closure of new consulting engagements + Building deep trusted advisor relationships with key Utility client stakeholders + Collaborating with ... Will Do** **:** Charged with overall account growth and client satisfaction, this role of **Account Director** requires a...bonus + Parental Leave and Adoption Assistance + 401(k) Retirement Plan + Basic Life & Supplemental Life +… more
- Neuberger Berman (New York, NY)
- …eMoney users at NB Private Wealth. **Responsibilities:** + Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset ... wealth planning discussions and presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers… more
- WTW (New York, NY)
- …delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a ... way that drives client action, improves plan outcomes, and strengthens WTW's value...with employer and vendor contacts, serving as a trusted advisor to drive engagement and loyalty. + Thought Leadership:… more
- Oracle (Albany, NY)
- …knowledge, strategic thinking, and exceptional interpersonal skills to serve as a trusted advisor to our clients. Key Responsibilities . Client Engagement & ... **Job Description** We are seeking a highly skilled and client -facing Consulting Manager with deep subject matter expertise in Oracle Fusion Cloud Supply Chain… more