- City National Bank (New York, NY)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships… more
- h2o.ai (New York, NY)
- …is on a mission to democratize AI. As the world's leading agentic AI company , H2O.ai converges Generative and Predictive AI to help enterprises and public sector ... AI with the H2O.ai platform. This is a customer-facing, pre- sales leadership role where you'll partner with executives and...What You Will Do + Serve as a trusted advisor to executives and technical leaders at enterprise prospects,… more
- Amazon (New York, NY)
- …helping customers achieve their full potential? Do you have the business savvy, and sales skills necessary to help position AWS as the cloud provider of choice for ... directly support our largest and most strategic customer relationships. We create sales plays, build pipeline, leverage partners, and build new initiatives that… more
- JPMorgan Chase (Pittsford, NY)
- …team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work ... regulations through research and training. + Collaborate with the Sales Practice Review team to escalate potential issues to...potential issues to the Disciplinary Action Forum. + Conduct Advisor book reviews to identify trends or patterns that… more
- American Express (New York, NY)
- …adoption & engagement, performance analysis, developing advocacy, and becoming a trusted advisor . Nurturing the key partnerships that we have in these cities is ... organization. This role requires close collaboration with Support, Implementation, Sales , Product, Marketing, Industry Development, Engineering, Data, Finance, and… more
- Mizuho Corporate Bank (New York, NY)
- …determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation ( ... Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as, when full KYC...to you as part of the recruitment process . Company Overview Mizuho Financial Group, Inc. is the 15th… more
- 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
- Anywhere Real Estate (New York, NY)
- …agents and let them know "We Want You." Using your exceptional phone and sales skills, passion and enthusiasm, you'll encourage them to meet with the broker by ... maintain a strong candidate pipeline to help grow our company . At the same time, you're building your own...prospecting and real estate industry knowledge a plus. + ** Sales savvy:** Prior work in a sales … more
- KeyBank (Webster, NY)
- …East - Webster, New York 14580 **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