- Amazon (New York, NY)
- …Principal Solutions Architect, you will partner with some of the world's largest financial services companies, AWS Sales and several other AWS teams to craft highly ... will drive revenue growth across a small set of systemically important global financial services customers. As a trusted customer advocate, you will help these… more
- Raymond James Financial, Inc. (Clarence, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money… more
- JPMorgan Chase (New York, NY)
- …within the financial services industry, preferably in private banking or wealth management. + Strong understanding of the Latin American market and Global Family ... of digital solutions and enhancements through targeted communication and training initiatives. + **Collaboration and Influence:** + Work closely...Group segment. + Prior advisor experience is preferred but not required + Excellent… more
- S&P Global (New York, NY)
- …the full customer journey across key lifecycle touchpoints, including onboarding, training , adoption, ongoing engagement, and renewal support. You will play an ... usage expansion, and account health. Through targeted engagement plans, workflow training , value identification, and partnership with internal teams, you will play… more
- Santander US (New York, NY)
- …annual revenue. 12+ Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - ... Santander is a global leader and innovator in the financial services industry. We believe that our employees are...while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions,… more
- S&P Global (New York, NY)
- …**large-scale, commercial B2B platforms** , such as enterprise SaaS products, financial data platforms, or API-as-a-product businesses. + Deep experience with the ... (eg, C-level executives in Sales and Marketing). You are a trusted advisor , not just a service provider. + **Outstanding client-facing communication skills.** You… more
- S&P Global (New York, NY)
- …Solutions for internal firm use cases (supplier and counterparty risk management, financial planning, compliance). + Partner with consultants to embed our tools into ... managing both subscription renewals and new opportunities. + Act as a trusted advisor to consulting partners, providing market insights and helping them showcase our… more
- Raymond James Financial, Inc. (Rochester, NY)
- …and client experience. + Participate in learning sessions and complete assigned training modules on financial principles and branch technology. + Collaborate ... Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Branch Seasonal Associates will assist… more
- S&P Global (New York, NY)
- …multi-threaded relationships across client stakeholders and workflows, serving as a trusted advisor for solving client's business challenges - Develop and execute on ... geographic location, as well as experience level, skill set, training , licenses and certifications. In addition to base compensation,...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- First Horizon Bank (New York, NY)
- …client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points + ... and analyze client treasury services requirements + Assist Treasury clients with product training and product demonstrations as needed + Manage work load of assigned… more