- JPMorgan Chase (New York, NY)
- …service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business. ... Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. Assist advisors with client proposals. + Present on… more
- JPMorgan Chase (New York, NY)
- …account reviews to ensure investment suitability and compliance. + Conduct comprehensive Advisor book reviews to identify trends and areas for improvement. + ... and findings to senior management for strategic decision-making. + Collaborate with the Sales Practice Review team to ensure best practices are followed. + Resolve… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... **Client Reporting** : Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis. + **Data Management** : Maintain… more
- Bank of America (New York, NY)
- …all aspects of a transaction, from onboarding to the ongoing client/ advisor experience. **Job Responsibilities:** * Partner with private equity/hedge fund ... * Respond to inquiries on existing funds from financial advisors and sales team * Maintain relationships with fund managers/administrators and develop financial … more
- Sprinklr (NY)
- …a **Technical Success Manager (TSM) - Core** you will be a trusted advisor responsible for driving adoption, value realization, and long-term success for Sprinklr's ... Listening, Paid Ads, Marketing Analytics. + Act as the primary advisor on platform architecture, user journeys, tagging schemas, and governance frameworks.… more
- Amazon (New York, NY)
- …technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers, ... Cultivate strategic relationships with senior leaders and serve as a trusted advisor on transformative initiatives 5. Shape the evolution of platform service… more
- KeyBank (Amsterdam, NY)
- …30 - Amsterdam, New York 12010 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... in their finances. The Personal Banker is a client first, sales -driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with… more
- Lumen (Albany, NY)
- …Lumen Technologies is seeking a highly skilled Solution Architect to join our Pre- Sales Solution Engineering team to help our customers define the next generation of ... data center solutions. As a Solution Architect, you will collaborate with sales , product, and engineering teams to develop tailored solutions, provide pre- sales… more
- KeyBank (Evans Mills, NY)
- …St - Evans Mills, New York 13637 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision… more
- Microsoft Corporation (New York, NY)
- …business portfolio. Leads strategies for the assigned account that yield high-volume sales and open new opportunities for both Microsoft and the partners, aligned ... and promoting mutually beneficial, long-term, tailored account plans to grow sales and partner impact, leveraging deep relationships, influence, and industry… more