- BMO Financial Group (New York, NY)
- …that collaborate across functional and operating groups to create the highest value for all stakeholders. + Attracts, retains, and enables the career development ... Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy...of the business/group. + Acts as a subject matter expert on relevant regulations and policies. + May network… more
- TD Bank (New York, NY)
- …and/or projects of varying complexity and may act as a subject matter expert in own area of expertise. Provides guidance, leadership, coaching and development to ... generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials,… more
- Microsoft Corporation (New York, NY)
- …AI-enhanced sales methodologies and best practices. Serves as an escalation point and advisor for teams in securing highly complex, high- value strategic deals. ... leadership in the competitive landscape. Oversees team on acting as a subject matter expert and trusted advisor for key strategic customers (up to the executive… 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
- SAP (New York, NY)
- …SAP's largest, most complex, and strategic customers + Act as a subject matter expert / trusted advisor in sales cycles. + Leverage and coordinate ... presence. + Results-driven. + Highly trusted as a subject matter expert , positioning the value of modernized ERP and new operating models. **Success Factors** To… more
- KeyBank (Syracuse, NY)
- …in collaboration with Business Partners/Bankers/and Relationship Managers. Viewed as a value -add financial advisor by the client/borrower, critical and ... + Gather and analyze all relevant financial data for, often high value , clients or prospects, including spreading financial statements and/or collaborating with… more
- Wells Fargo (New York, NY)
- …+ Strategically engage with all levels across the enterprise and serve as an expert advisor to leadership to resolve client issues and achieve business ... assessing a client's financial position and risk level and acting as an advisor to leadership for highly complex situations for both prospective and existing clients… more
- Anywhere Real Estate (New York, NY)
- …Commercial is a trusted leader in commercial real estate, delivering expert solutions across office, retail, industrial, and multifamily properties globally. Serving ... the brand growth strategy and be able to effectively articulate the brand value proposition. Engage in active networking and media strategy to drive accountability… more
- Wells Fargo (New York, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Wells Fargo (New York, NY)
- …Wells Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… more