- City National Bank (New York, NY)
- …new advisors through outbound calling and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team to close new ... build your career in an entrepreneurial environment and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking… more
- Bank of America (New York, NY)
- …coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- Amazon (New York, NY)
- …collaboratively to drive results by partnering with AWS customers, AWS field sales executives, and other internal stakeholders to empower our customers to evolve, ... meet customer business outcome and goals * Partner with Sales and PE BD to manage Success Criteria and...Teams, Finance, Legal, etc.) * Act as a trusted advisor in the development of the commercial strategy of… more
- ServiceNow, Inc. (New York, NY)
- …skills - strategic, top down, concise + Ability to develop trusted advisor relationships with customers and sales organizations; demonstrated ability to ... deep expertise role that operates together with ServiceNow's customer-centric industry transformation sales teams as well as core functions within the firm (ie,… more
- Danaher Corporation (Albany, NY)
- …customer opportunities within your territory. Collaborating cross-functionally with Sales Specialists, Health Systems Executives, Service, Finance, Marketing, and ... influence across a matrixed organization. You will serve as a trusted advisor and strategic partner-shaping account strategy, driving growth, and helping customers… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are**...multiple contingent internal and external partners. + An established sales person, who can deliver complex concepts in a… more
- Amazon (New York, NY)
- …AI-powered innovation, and Agentic AI-driven automation. Together with AWS Sales , Services, and Professional Services, you'll accelerate adoption, create ... business value. You will act as a trusted CxO advisor and technical Executive Sponsor for leading Retail &...and autonomous customer engagement at scale. * Partner with Sales , Services, Marketing, and Engineering to embed agentic AI… more
- KeyBank (New York, NY)
- …York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the… more
- TD Bank (New York, NY)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... Scope:** + Recognized as top level expert within the company in a customer segment or product/service line with...Develops and implements new and innovative approaches to the sales process, including negotiation of terms and approaches to… more
- Wells Fargo (New York, NY)
- …resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership and a ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… more