- KeyBank (New York, NY)
- …York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking ... products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service...risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs;… more
- Citigroup (New York, NY)
- …clientele. We are dedicated to innovation, excellence, and delivering insightful financial solutions . We are seeking a skilled individual who will support our ... Business Intelligence team in the area of Sales Advisor Performance Reporting and Insights This position under Citi Global Wealth will play a key role in… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... solutions to help them achieve financial well-being. The High...is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are**… 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 risks. ... the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure...needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way… more
- IBM (New York, NY)
- …for a candidate with strong experience in selling and delivering Azure cloud solutions . The ideal individual should be able to understand client challenges, offer ... strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that...Azure * Data Strategy & Analytics * Agentic AI solutions on Azure We're looking for someone who has… more
- Deloitte (New York, NY)
- …engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. ... These solutions are powered by engineering for business advantage, transforming...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- AON (New York, NY)
- …a risk & insurance due diligence consultant in Aon's M&A and Transaction Advisory Solutions practice in New York, New York. We currently have an exciting career ... results for our clients by delivering innovative and effective solutions as part of a global team delivering M&A.... + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their… more
- TD Bank (New York, NY)
- …acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is ... a focus on growing the portfolio by providing financial solutions and developing new business from both existing and...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- Sharecare (Albany, NY)
- …and relationship building skills. The Provider Sales Manager will serve as a trusted advisor and subject matter expert on Provider Solutions related solutions ... everyone. To learn more, visit www.sharecare.com. **Job Summary:** Sharecare Provider Solutions is the leader in providing secure electronic exchange, delivery and… more
- JPMorgan Chase (New York, NY)
- …content updates as needed + Act as a reliable right hand to the lead advisor ; screen messages, flag urgent issues, and support daily operations and be able to step ... in to manage client needs during advisor absences + Attend industry webinars and training to...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more