- Bank of America (New York, NY)
- …the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor ... to bring your whole self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth Management team represents an array… more
- Autodesk (Albany, NY)
- …+ Engage with executive stakeholders to align Autodesk's value with broader business and operational goals **Drive Sales Opportunities** + Support high-priority ... stakeholders from field teams to C-suite decision-makers + Serve as a technical advisor throughout the customer lifecycle-from pre- sales to adoption to expansion… more
- Bank of America (New York, NY)
- … objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational ... practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's… more
- KeyBank (New York, NY)
- …standards and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions ... **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full...client related matters + Drives a focused growth and business development effort by creating and maintaining a clear… more
- Deloitte (New York, NY)
- …Successful candidates will have extensive experience in identifying and mitigating business and contract risks associated with the provision of professional ... and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends on… more
- Wells Fargo (New York, NY)
- …Brooklyn Market. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **In this role, you ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… more
- Paychex (Queens County, NY)
- …and end users within the prospect universe for the purpose of closing new sales . Leverage the Go-to-Market Sales Strategy to identify customers' needs and ... and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure… more
- Huntington National Bank (New York, NY)
- …years of proven success in a sales and solutioning consultant or technical sales advisor role. + Minimum 4 years in the Merchant/AR/AP space, targeting ... mid-market firms. Preferred Qualifications: + Proven track record in sales , business development, or partnerships within the payments space. + Direct experience… more
- Neuberger Berman (New York, NY)
- …education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales ... with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management,… more
- Cognizant (Albany, NY)
- …to manage and grow existing relationships. Closely collaborate with practice teams including pre- sales , business development, sales and delivery to deliver ... part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail...this role supports the entire customer lifecycle - from pre- sales solutioning through post-go-live adoption and expansion. You will… more