- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- IQVIA (Ithaca, NY)
- We are seeking a ** Senior Medical and Scientific Advisor (LC-MS)** to join IQVIA Laboratories in a **remote** position. We hire passionate innovators who drive ... we transform and accelerate research and development. As a Senior Medical and Scientific Advisor (LC-MS), you...+ Work with Marketing and Commercial to create scientific client -facing material + Nurture innovation through knowledge of emerging… more
- Rocket Software (Albany, NY)
- …where people truly BELIEVE in what they're doing!** **Job Description Summary:** The Senior Solutions Advisor will provide advanced technical support in the ... field for IMS Tools for z/OS. The Advisor will represent the customers' needs to the development...successful proof of concept and post-sales deployment + Guide client in the set-up and configuration of mainframe solutions… more
- Truist (New York, NY)
- …solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
- SAP (New York, NY)
- …benefits, and a team that wants you to grow and succeed. **Role Overview** As a Senior Specialist in the HANA Cloud Center of Excellence (CoE), you will be the go-to ... at scale. **Key Responsibilities** + Act as the go-to advisor for HANA Cloud migrations and transformation engagements. +...be required to work 3 days a week in office/ client site as per our Pledge to Flex return… more
- JPMorgan Chase (New York, NY)
- …investment product offering and enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively ... with various stakeholders and senior management to drive industry-leading solutions. Additionally, the team...areas to enhance our expansive investment product offering and advisor toolset. Through the enhancements you curate, you will… more
- Truist (New York, NY)
- …market, and products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7. Advanced analytical ... America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients (private equity and family… more
- JPMorgan Chase (New York, NY)
- …vs. the competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio ... looking for candidates who share our enthusiasm for delivering a first-class client experience through an engaging and proactive client relationship approach.… more
- JPMorgan Chase (New York, NY)
- …such as investment flows, to generate actionable ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, ... how JP Morgan manages investments + Serve as the senior leader for client events and meetings...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
- Raymond James Financial, Inc. (New York, NY)
- …Builds and maintains working relationships through communication and personal meetings with the client the Financial Advisor and the client 's professional ... tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts,...orally and in writing, with all organizational levels, including senior management. + Lead meetings and contribute to team… more