- M&T Bank (Buffalo, NY)
- …for the sales force in the associated branch/region. + Coordinate travel arrangements, sales meetings, training activities/events and customer seminars. + Assist ... home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales...or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions directly from… more
- World Wide Technology (New York, NY)
- …into scalable, secure, and operationally sound architectures. As a trusted advisor , you will guide organizations through solution design and adoption, influence ... adoption and optimization of Microsoft Security capabilities, serving as a trusted advisor to executives and technical stakeholders. + Maximize Account Engagement -… more
- World Wide Technology (New York, NY)
- …Responsibilities:** **Maximize Account Engagement** + Engage as a trusted C-suite advisor to shape and advance Microsoft Cloud and AI transformation opportunities ... strategic buying decisions **Technical Leadership** + Serves as a trusted advisor to clients, adeptly understanding their unique needs and crafting tailored… more
- Truist (New York, NY)
- …America) **Please review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital Markets ... Business Unit stakeholders to support The Business Unit Risk Advisor Specialist II-FINRA is a role within the Investment Banking and Capital Markets (IBCM) Business… more
- LiveRamp (New York, NY)
- …value realization across LiveRamp's measurement solutions. Acting as a trusted advisor , you'll build strong executive and operational relationships while delivering ... Build and maintain strong executive and operational relationships, earning trusted- advisor status and continuously identifying customer challenges and opportunities.… more
- MongoDB (NY)
- …presenting in a collaborative customer setting + Should be capable and comfortable with travel for short trips to customer sites during the working week (up to 15%) ... + Cultivate your individual MongoDB reputation as a trusted advisor to guide MongoDB and our customers into the...of audiences + Gain a reputation as a trusted advisor with your clients, large and small + Ensure… more
- Hartwick College (Oneonta, NY)
- …team. As the College's Chief Academic Officer and the President's primary advisor on academic matters, this role provides future-oriented, innovative and strategic ... Strategic Academic Leadership + Act as the President's primary advisor on academic matters, providing future-oriented, innovative and strategic leadership… more
- Oracle (Albany, NY)
- …(VISN). This executive-level role is responsible for acting as a trusted advisor to regional Veterans Affairs (VA) leadership and ensuring delivery of standardized ... executive liaison for assigned VISNs, acting as a trusted advisor to VA regional leadership. + Deliver clear, executive-level...a Public Trust clearance. + Willingness and ability to travel to client sites as needed. + PMP certification… more
- City National Bank (New York, NY)
- …Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective ... accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA… more
- Deloitte (New York, NY)
- …Participate in sales pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal to highlight relevant ... to establish and maintain our status as a trusted advisor . + People Development: Perform role of mentor and...Data Science, AI, or related field + Ability to travel up to 50% on average, based on the… more