- 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 ... critical to the growth of the market and evolution of the partner relationship with Amex. PSMs will develop a deep understanding of discovery, data analysis,… 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 ( ... Sheets & 151 Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as, when full KYC Onboarding is required… more
- Bank of America (New York, NY)
- …+ Respond to inquiries on existing funds from financial advisors and sales team. + Maintain relationships with fund managers/administrators and develop financial ... advisor communications. + Act as liaison for operational issues...Risk Management + Causation Analysis + Client Management + Market Analysis + Product Marketing and Branding + Relationship… 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
- 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
- KeyBank (Tarrytown, NY)
- …New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be ... and anticipates client needs and supports KPB team members throughout the sales and client experience process. **Responsibilities** + Prepare and participate in the… more
- KeyBank (Rochester, NY)
- …Road West - Rochester, New York 14626 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we… more
- Lenovo (NY)
- …Transformation needs, this individual will develop short and long term strategies for market share growth and trusted advisor status within the accounts. They ... Wall Street **General Information** Req # WD00082346 Career area: Sales Country/Region: United States of America State: North Carolina...& margin quotas. + In charge of the full sales cycle, from quotation to closure. Advocate for client… more
- HSBC (New York, NY)
- …mixed portfolio. This role is expected to interact extensively with clients, sales teams, management teams, Corporate and Institutional Banking (CIB) businesses and ... impact client outcomes + The role is client and market facing. As such it requires the role holder...enhance revenue generation across the portfolio, whilst ensuring proper sales discipline for pipeline tracking and reporting + Contribute… more