- Raymond James Financial, Inc. (Locust Valley, NY)
- …+ Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial Advisors to research and ... industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to...and in writing. + Provide a high level of service . + Establish and maintain effective working relationships at… more
- IBM (New York, NY)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...solution roadmaps and lead/participate in large transactions. Evangelize HCS service offerings as a change agent for early engagement,… more
- Broadcom (Albany, NY)
- …a Technical Adoption Manager (TAM), you will serve as a trusted advisor , driving a cross-functional, unified customer experience using your technical, communication, ... Through your customer engagement, you will serve as a trusted advisor , and ensure best-in-class execution and recommend improvements in customer's operations… more
- Wells Fargo (New York, NY)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...Comprehensive knowledge and understanding of core banking products and services , such as commercial lending and treasury management +… more
- JPMorgan Chase (New York, NY)
- …As a Senior Product Associate, where you'll lead the integration of Frosch leisure advisor tools and systems into the Chase Travel environment. Your mission will be ... to deliver world-class advisor tools that elevate the travel experience and bring...of JIRA and Confluence. Chase is a leading financial services firm, helping nearly half of America's households and… more
- JPMorgan Chase (New York, NY)
- …on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both the client ... the opportunity to help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market data, tools, and… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... a five-week immersive global training program. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as… more
- AON (New York, NY)
- …in the insurance industry. The team provides strategy consulting and advisory services to many of the most prestigious global insurance companies and private ... will be leading complex consultative sales and delivering a range of advisory services to clients, leading project teams who will deliver outstanding work that makes… more
- Heritage Financial Credit Union (Middletown, NY)
- …you partnered with external agencies on risk-based internal audits in the financial services sector-and are now looking to elevate the audit function while working ... Credit Union, internal audit is more than a checkpoint-it's a trusted advisor function embedded in strategic decision-making. We are seeking a Senior Manager… more
- Friendly Auto Group (Middletown, NY)
- …services + Inspect vehicles to identify potential issues and report findings to the service advisor + Maintain cleanliness and organization of the service ... dealership located in Middletown, NY. We are committed to providing exceptional customer service and quality automotive services to our clients. Join our team… more