- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete...of contact for all new investment management opportunities. * Relationship Management * Take a lead role in managing… more
- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,… more
- JPMorgan Chase (North Bellmore, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills… more
- JPMorgan Chase (New York, NY)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills… more
- Rocket Software (Albany, NY)
- …where people truly BELIEVE in what they're doing!** **Job Description Summary:** The Senior Solutions Advisor will provide advanced technical support in the ... field for IMS Tools for z/OS. The Advisor will represent the customers' needs to the development team to ensure development roadmaps support clients' needs. Serves… more
- Fiserv (New York, NY)
- …on a global scale, come make a difference at Fiserv. **Job Title** Risk Assurance - Senior Advisor I **What does a successful Line of Business Risk Officer do?** ... risks from these functions and serve as a central point of contact to senior business leaders. **What you will do:** + Collaborate with the business and supporting… more
- Truist (New York, NY)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... years of fiduciary experience, with a focus on business development and relationship management + Effective communication skills both verbal and written, being able… more
- Amazon (New York, NY)
- …expanding the customer's perception of potential business outcomes. - Leading senior level (CxO) customer meetings to discuss customer's business opportunity and ... and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include… more
- CVS Health (Albany, NY)
- …directors, CMO as well as other senior health plan leaders. The Health Plan Clinical Advisor should be able to manage at least 2 and up to 4 market segments for ... and every day. **Position Summary** The Health Plan Clinical Advisor is a client facing role that manages the...Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and… more
- Bank of America (Rochester, NY)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - Southtown Rochester, New York **To proceed...include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject… more