- 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
- 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
- Microsoft Corporation (New York, NY)
- …directs multiple teams across regions in the innovation and deployment of solutions to advance artificial intelligence (AI)- and cloud-driven transformations for a ... sales methodologies and best practices. Serves as an escalation point and advisor for teams in securing highly complex, high-value strategic deals. Fosters a… more
- The Cigna Group (New York, NY)
- …products and services to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business challenges ... Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other...them stay ahead of the curve and leveraging Cigna's solutions to meet their evolving needs. + Financial &… more
- Wells Fargo (New York, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Bank of America (New York, NY)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital ... solutions and enterprise capabilities. Additionally, the MCRM serves as...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises… more
- Wells Fargo (New York, NY)
- …assessing a client's financial position and risk level and acting as an advisor to leadership for highly complex situations for both prospective and existing clients ... engage with all levels across the enterprise and serve as an expert advisor to leadership to resolve client issues and achieve business objectives while leveraging… 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
- Anywhere Real Estate (New York, NY)
- …is a trusted leader in commercial real estate, delivering expert solutions across office, retail, industrial, and multifamily properties globally. Serving owners ... participate in role acceleration training and ongoing development opportunities. + **Sales Advisor :** Effective and regular use of CRM to update pipeline progress.… more