- JPMorgan Chase (New York, NY)
- …growth agenda and oversee product roadmap, including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor ... -managed accounts + Oversee outsourced vendor strategy with key strategic partnerships + Partner with marketing and sales to evolve branding and positioning across… more
- Wellington (New York, NY)
- …industry-leading data repositories to ensure comprehensive and accurate information for strategic decision making. + Partner with Technology to design and deploy ... insights to sales teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure impact on sales… more
- Xerox (Albany, NY)
- …Overview:** The Field Chief Technology Officer (Field CTO) serves as a strategic technical leader, bridging the gap between technology and business strategy for ... with key enterprise, commercial and public sector, acting as a trusted advisor to understand their technology needs and business objectives. . ** Strategic… more
- SAP (New York, NY)
- …Sales Engagement Senior Specialist plays a key role in driving strategic initiatives to accelerate cloud revenue growth through transformative sales motions. ... motion with some of SAP's largest, most complex, and strategic customers + Act as a subject matter expert...+ Act as a subject matter expert / trusted advisor in sales cycles. + Leverage and coordinate cross-functional… more
- GMHC (New York, NY)
- …critical financial resources to advance GMHC's mission. They will provide strategic direction, cultivate high-impact relationships, and lead a high-performing team ... impact for a range of stakeholders. Essential Job Functions Strategic Leadership + Develop and execute a bold, comprehensive...mission and long-term goals. + Serve as a senior advisor to the CEO, CFO, and Board of Directors… more
- JPMorgan Chase (New York, NY)
- …Corporate Strategy team provides the opportunity to support senior executives on strategic initiatives aligned with the bank's overall business goals. The Corporate ... Strategy team, you will own a portfolio of firm-wide strategic projects, develop trusted partnerships with senior leaders, and...leaders at the bank + Serve as a trusted advisor and thought partner for senior leaders across JPMC,… more
- Celonis (New York, NY)
- …skills, build lasting client relationships, and establish yourself as a trusted advisor , paving the way for significant career growth within Celonis. **The Orbit ... ensure a positive return on investment. + **Establish strong, trusted advisor relationships** with customers through your technical expertise, product knowledge, and… more
- City National Bank (New York, NY)
- …in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- American Express (New York, NY)
- …adoption & engagement, performance analysis, developing advocacy, and becoming a trusted advisor . Nurturing the key partnerships that we have in these cities is ... Sales, Product, Marketing, Industry Development, Engineering, Data, Finance, and Strategic Partnerships Teams. **Role Responsibilities** + Identify customer expectations,… more
- Dow Jones (New York, NY)
- …expansion. This role requires a mix of relationship management, problem-solving, and strategic growth skills You will: + Drive renewals, reduce churn and upsell ... within assigned account base. + Act as a trusted advisor , maintain regular communication with customers. + Generate and...relationships with clients + Experience acting as a trusted advisor to ensure customers maximize the value of the… more