- KeyBank (Tarrytown, NY)
- …adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. + Coordinate officer transitions ... with the KPB Officer. + Assists Sales team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …academic officer, the Provost is responsible for setting the University's academic strategy and priorities. The Provost supervises deans and directors of schools and ... to Provost Georgina Dopico, the Chief of Staff to the Provost serves as a key advisor to the Provost and represents the Provost and her Office on a variety of… more
- IBM (New York, NY)
- …(AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer ... effectiveness. * Own the end-to-end technical solution and integration strategy , ensuring alignment with enterprise architecture standards and scalability… more
- Mastercard (Harrison, NY)
- …- Maintain accounting for company's investment portfolio, including liaising with Strategy and Corporate Development on accounting for new and complex investments, ... Accountant or Chartered Accountant required - Established credibility as a trusted advisor to business partners and senior leadership on complex technical matters -… more
- SMBC (New York, NY)
- …retain clients, generate new sales opportunities, etc. Communicate aviation financing strategy and product features and benefits to prospects. **Role Objectives: ... variety of forums (ie, corporate, off-sites, conferences, etc.) to maintain advisor rapport / relationships, generate new sales opportunities, cross-sell and… more
- City of New York (New York, NY)
- …and transparency across departments. - Act as the primary liaison and advisor on technology-related matters for designated divisions within the organization. - Gain ... using the scoring criteria to ensure alignment with agency mission and investment strategy . - Work with other IT units to provide estimates and complete both… more
- JPMorgan Chase (New York, NY)
- …the opportunity to help people to invest on their own or with an advisor , informed by industry leading proprietary research and third party market data, tools and ... app, notifications, and text and email. **Job responsibilities** + Evolve the strategy for our new-customer acquisition + existing customer deepening offers to… more
- JPMorgan Chase (New York, NY)
- …Legal, Compliance, HR, Audit) to achieve business outcomes. + Act as a trusted advisor to the Firmwide Head of Privacy and represent the Firmwide Privacy office in ... enable data-driven decision-making and partner with the communications team on strategy . **Required qualifications, capabilities, and skills:** + 7+ years of… more
- Anywhere Real Estate (New York, NY)
- …business. + Work with top agents on creative ideation and execution strategy for marketing programs, including the construction of sales presentations, ads, and ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Amazon (New York, NY)
- …are at in their technology evolution. Key job responsibilities Build trusted advisor relationships within the account, articulating a clear vision and generating ... at the most strategic level within the account and implement a broad strategy for earning customer acceptance and service implementation. * Work with all appropriate… more