- Lumen (Albany, NY)
- …dim/dark accounts. You are customer-obsessed and have the ability to become a trusted advisor to deliver business value and outcomes to key stakeholders and ... goals. + Meet with key decision makers and C-leveals to present Lumen's value proposition. + Collaborate with Lumen's systems engineers and architects to design and… more
- Edward Jones (Greenwich, NY)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **Role Summary:**… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships...are an equal opportunity employer and place a high value on diversity and inclusion at our company. We… more
- Bank of America (New York, NY)
- …At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth ... and Investment Management Specialist is responsible for supporting the Financial Advisor (s) and/or Advisor Team(s) overall client and investment management… more
- CBRE (New York, NY)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract ... value . The Global Alliance Director will ensure alignment between...* Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship… more
- Broadcom (Albany, NY)
- …topics of VMware by Broadcom's solutions across all customer levels to drive realized value and long-term strategy o Developed trusted advisor status with key ... a Technical Adoption Manager (TAM), you will serve as a trusted advisor , driving a cross-functional, unified customer experience using your technical, communication,… more
- IBM (New York, NY)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...Azure or AWS migration projects to deliver clients business value . Deliver End to End migration projects within budget… more
- JPMorgan Chase (New York, NY)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,...are an equal opportunity employer and place a high value on diversity and inclusion at our company. We… more
- JPMorgan Chase (Brooklyn, NY)
- …**Required qualifications, capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track record of developing ... and coaching high performing Advisor team + Ability to travel 50% of the...are an equal opportunity employer and place a high value on diversity and inclusion at our company. We… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more