- City National Bank (New York, NY)
- …estate needs in high volume environment. Regularly convenes and facilitates client, advisor and family meetings apprising of status. Identifies, collects and values ... as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor , Portfolio Manager, etc.) to ensure all closing relationships are properly… more
- Lincoln Financial (Albany, NY)
- …initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep understanding ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales… more
- WTW (New York, NY)
- …revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Broking. The Managed Care Growth Leader is the ... participating in speaking engagements, etc + Become a trusted advisor and portal to WTW for assigned Managed Care...the development and execution of client account plans and strategies to ensure profitable revenue growth and create new… more
- Wells Fargo (New York, NY)
- **About this role:** This position will ideate complex end to end strategies and implement full cycle, multi-day event plans that support the Corporate & Investment ... Bank (CIB) and Wealth & Investment Management (WIM) lines of business. The...individual in this role will serve as a trusted advisor , providing recommendations on logistics, communication, and contingency planning.… more
- IBM (New York, NY)
- …(AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer ... Adobe Practice, you'll work with the world's leading banks, insurers, and wealth managers to reimagine how marketing, content, and customer experiences are… more
- Scotiabank (New York, NY)
- …(GTB) products and services. In this role, you will serve as a trusted advisor and single point of contact for clients, building and maintaining strong relationships ... + Lead a team of Associate Directors to develop and implement strategies to identify and secure new transaction banking business, while strategically managing… more
- Anywhere Real Estate (Rochester, NY)
- …Services. **Key Responsibilities** + **Strategy Development:** Build and iterate on marketing strategies to drive revenue growth for our title, escrow, and insurance ... + Experience developing impactful, successful sales enablement and marketing strategies ; especially across geographically distributed or field sales teams. +… more
- Equitable (New York, NY)
- …Business Development group is a highly important strategic business within the Wealth Management segment of Equitable Holdings. In addition to value proposition ... development, it represents the in-organic growth engine for net flows, advisor productivity and margin expansion. **Position Summary** The Chief of Staff to the Head… more
- WTW (New York, NY)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's… more
- CH Robinson (New York, NY)
- …shape strategic initiatives, and support complex sales pursuits. As a trusted advisor , you'll influence outcomes that enhance supply chain performance and create ... retail solutions addressing short and long-term customer needs + Refine marketing strategies based on network feedback and market trends + Build trusting… more