- M&T Bank (Buffalo, NY)
- …Implement investment strategy recommendations. + Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee ... expand client relationships. + Serve as a support associate to assigned Investment Advisor (s) as required. + Maintain a current understanding of changes in the… more
- World Wide Technology (New York, NY)
- …technical teams. You will partner with WWT account teams, executive sponsors, services sales , and C-suite stakeholders to shape and close Microsoft Cloud and AI ... Responsibilities:** **Maximize Account Engagement** + Engage as a trusted C-suite advisor to shape and advance Microsoft Cloud and AI transformation opportunities… more
- KeyBank (Buffalo, NY)
- …at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's financial goals, and ... Bank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- KeyBank (Albany, NY)
- …at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's financial goals, and ... KeyBank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Santander US (New York, NY)
- …yourself as a Nxter? **What you'll do:** We are seeking an experienced Payments Pre- Sales Associate to join our international commercial team based in New York. In ... this role, you will support the sales organization in designing and positioning end-to-end payment solutions...Argentina, and Uruguay. You will act as a trusted advisor , combining technical expertise, commercial acumen, and industry insight… more
- Amazon (New York, NY)
- …implementing tailored cloud solutions. You'll be a key player in the sales process, providing technical expertise and guidance throughout the customer's cloud ... maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends,...* Providing technical guidance and best practices during the sales and implementation phases * Collaborating with Account Executives… more
- Bank of America (Staten Island, NY)
- …requirements Required Qualifications: * Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment * In lieu ... of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor … more
- KeyBank (NY)
- …cross-marketing opportunities to meet the clients' need and become their trusted advisor . They develop strategic relationships with Key lines of business in order ... Banking RMs, Branch Managers, and/or other specialty partners on role assigned sales opportunities. + Review financial statements, assess credit lines, and renew… more
- Oracle (Albany, NY)
- …pre- sales , or consulting capacities. + Bachelor's degree in Computer Science, Engineering, or a related technical discipline; relevant certifications are ... (eg, Terraform, Ansible, Helm). + Work closely with customers in pre- sales , onboarding, and in-production phases to troubleshoot, optimize, and ensure effective… more