- M&T Bank (New York, NY)
- …team you'll learn from Wealth Advisors to learn about the Wilmington Trust service processes and the products we offer clients. Additionally, you'll develop your ... to Wealth and Investment advisors as required Participate in sales effort, continuing to partner with team to develop...your own portfolio of business, eventually becoming a Wealth Advisor or Investment Advisor Associate. There is… more
- Amazon (New York, NY)
- …4. Cultivate strategic relationships with senior leaders and serve as a trusted advisor on transformative initiatives 5. Drive strategic sales opportunities from ... technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers,… 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
- Cardinal Health (Albany, NY)
- …Key responsibilities include expanding the network's reach, fostering partnerships, expanding service line offerings, and driving overall strategy to support the ... care. The VP of Business Development will be a seasoned leader and advisor , with proven experience partnering with clinicians in oncology and across multiple… more
- KeyBank (Niagara Falls, NY)
- …develops the branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling ... York 14301 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending… more
- Citigroup (New York, NY)
- …market dynamics. + Collaborate with internal teams (operations, legal, compliance, finance, sales , marketing) to ensure seamless service delivery and execution ... Management** + Serve as the primary liaison and trusted advisor for a portfolio of Depositary Receipt issuer clients...within the assigned client portfolio. + Collaborate with the sales team on new business pitches and proposals, providing… more
- Deloitte (New York, NY)
- Our Operational Finance Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients. We leverage Deloitte's ... and simplifying the way work gets done, and optimizing service delivery models. The ideal candidate will have a...technologies. Key areas of focus include: + Project and Sales Opportunities Support + Strategic Planning and Execution +… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... service , maintenance, and growth of the team's high-net-worth client...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis.… more
- Paychex (Webster, NY)
- …and prospect clients. Serves as the advisor to Paychex PEO Service , Implementation, Product and Sales teams providing technology solutions and ... strategic relationships with leaders and key stakeholders across PEO Product, Service , Sales , Operations and Paychex Enterprise teams including IT to drive… more
- The Hartford (Clinton, NY)
- …Players are Inside Sales , Book Consolidation, Operations, Hartford Financial Products, Sales , and Underwriting. Service + Consults with the small business ... team works with brokers and carriers to place and service these additional lines of business on small commercial...broker partners and retail agents + Acts as an advisor and resource to the agency/partner + In partnership… more