- Wells Fargo (New York, NY)
- …geographically dispersed but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and service offerings ... of banking professionals, fostering deep expertise in banking products and solutions including treasury management + Collaborate extensively with Bankers, financial… more
- Neuberger Berman (New York, NY)
- …and investment teams, with access to a deep breadth of customized investment solutions , the platform is truly unique in the industry. The Client Associate will ... a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis… more
- KeyBank (Hudson, NY)
- …Avenue - Hudson, New York 12534 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. A ... engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through… more
- Oracle (Albany, NY)
- …economics while rapidly scaling. In this role you will be a key business advisor to the product and engineering organization with end-to-end product ownership as a ... engineering leaders and their teams and become their trusted advisor . + Drive policies and procedures that monitor and...IC4 **About Us** As a world leader in cloud solutions , Oracle uses tomorrow's technology to tackle today's challenges.… more
- Fortress Brand (New York, NY)
- …current with market trends and emerging opportunities to drive innovative brand solutions . + Client Collaboration: + Engage closely with clients to comprehend their ... enduring client relationships as a strategic partner and trusted advisor . + Ensure that brand strategies not only meet...Cultivate robust relationships as a strategic client partner and advisor to top-tier accounts and partnerships. + Excel in… more
- BMO Financial Group (New York, NY)
- …across modalities and development stages. The individual serves as a trusted advisor to internal and external stakeholders. The ideal candidate can translate ... industry expertise with strategic thinking to deliver actionable insights, innovative solutions , and a high-impact client experience. A combination of exceptional… more
- KeyBank (Albany, NY)
- …career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client discovery and financial ... certification is preferred for candidates pursuing a career as a Financial Advisor . **Skills** + Analytical Skills: Ability to analyze financial data and client… more
- Meta (New York, NY)
- …with key business partners to understand their needs and become a trusted advisor to strategically manage their spend and supplier relationships 5. Drive alignment ... collaborator to bring teams together and influence Meta wide solutions 9. Ensure adherence to procurement policies and manage...to stakeholders and suppliers 10. Serve as a trusted advisor by monitoring industry trends and translating them into… more
- KeyBank (Boulevard, NY)
- …and techniques, as well as the ability to identify and recommend alternative solutions when necessary. The Lead Project Manager establishes and maintains trusted ... advisor relationships with stakeholders, delivers effective presentations to all...reporting channels. Establishes and maintains a strong collaborative trusted advisor relationship. + Works with business leader to define… more
- Prominence Advisors (New York, NY)
- …clients' expectations for the better. Your clients will value you as a true advisor , filling a strategic need. You'll use honesty and candor to consistently provide ... in healthcare and provide IT staffing, advisory services, and analytics solutions to create robust data ecosystems that support clinical workflows, automate… more