- American Express (New York, NY)
- …data governance, security, and risk management. + Serve as a trusted advisor and subject matter expert, translating complex regulatory concepts into actionable ... means caring for you and your loved ones' physical, financial , and mental health, as well as providing the...benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need +… more
- Palo Alto Networks (New York, NY)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... cloud security domain. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience… more
- LiveRamp (New York, NY)
- …adoption of LiveRamp's ad tech solutions, serving as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and ... In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll...what they do. + Fun: We host in-person and virtual events such as game nights, happy hours, camping… more
- Dow Jones (New York, NY)
- …where appropriate within assigned account base. + Act as a trusted advisor , maintain regular communication with customers. + Generate and qualify leads through ... deals to meet and exceed revenue targets. + Conduct virtual and in-person meetings with clients to establish relationships...relationships with clients + Experience acting as a trusted advisor to ensure customers maximize the value of the… more
- Sharecare (Albany, NY)
- …and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, ... The Provider Sales Executive will serve as a trusted advisor and subject matter expert on Provider Solutions related...individual work impacts the organization and its strategic and financial goals; and how tasks and projects affect the… more
- Dow Jones (New York, NY)
- …and webinars to improve proficiency of subscription offerings. + Serve as trusted advisor and Dow Jones conduit for education clients + Work with marketing to ... Have:** + Strong interpersonal and communication skills to serve as a trusted advisor . + Skill in creating engaging training materials and tutorials. + Ability to… more
- SUNY College of Environmental Science and Forestry (Syracuse, NY)
- …arrangements, and AV setup coordination. + Coordinate monthly or quarterly virtual meetings for board committees by scheduling recurring sessions, documenting and ... grant and scholarship awards, and annual audit preparation. + Produce monthly financial reports for the Executive and Finance Committees, close accounts annually… more
- JPMorgan Chase (New York, NY)
- …management, portfolio management, and trading processes. + Skilled in understanding Financial Advisor workflows, translating functional knowledge, and developing ... by example. Your work will have a wide-ranging impact on our operations, financial management, and service delivery, contributing to the overall success of our firm.… more
- Raymond James Financial, Inc. (Depew, 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
- Anywhere Real Estate (Rochester, NY)
- …Executive, You Will:** + Work **100% remotely** , engaging with clients via ** virtual meetings, phone, and email** + Educate clients on life insurance products, ... and mortgage + Utilize phone, email, social media, and virtual networking to drive new business + Present quotes...A passion for helping people protect their families and financial futures + The ability to learn and adapt… more