- Research Foundation CUNY (New York, NY)
- …in class. The instructor will have the support of the TTPR's program manager, tech advisor , faculty advisor , and three TAs to utilize during the bootcamp. There ... This will be done in collaboration with the TTPR's program manager and tech advisor + Develop and deliver engaging lectures and presentations on development topics +… more
- Equitable (New York, NY)
- …notes and tracking of pipeline activities + Effectively communicate the Equitable Advisor Value Proposition to potential recruits and partners. + Evaluate advisor ... financial services or wealth management industry experience. + Deep understanding of advisor practice management. + Expert knowledge of financial products and client… more
- KeyBank (New York, NY)
- …New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a ... client presentations, individually and as part of a team, presenting appropriate solutions via consultative review and proactive contact + Establish a level of… more
- JPMorgan Chase (New York, NY)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
- CBRE (New York, NY)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... Management & Development: * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship with the client *… more
- CVS Health (West Islip, NY)
- …transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. **Position ... you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable...out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer… more
- Amazon (New York, NY)
- …technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers, ... will be proficient in architecting complex, scalable, and secure solutions tailored to meet the specific needs of each...relationships with senior leaders and serve as a trusted advisor on transformative initiatives 5. Shape the evolution of… more
- AON (New York, NY)
- …you will help empower results for our clients by delivering innovative and effective solutions as part of our National Marine Practice within Aon Commercial Risk ... Solutions in New York City. As a Broker, you...of the client facing team, acting as a trusted advisor to the executive level client in broking, designing,… more
- Verint Systems, Inc. (Albany, NY)
- …senior role combines technology and business development to leverage the latest solutions in the Verint platform. In close collaboration with other functions, the ... ability to drive a significant ROI, the Platform Consultant operates as trusted advisor to the customers' C-suites. The Platform Consultant works closely with … more
- The Hartford (New York, NY)
- …low strategy, territorial and agency sales plans, etc.) + Acts as a trusted advisor and solution provider to Brokers and Agents Qualifications: + 5+ years ... ability to think analytically about business problems, make recommendations and propose solutions + High energy self-starter, who is resilient and has an… more