- Vanguard (Malvern, PA)
- …analysis, and business goals. Business partners include those in FAS ( Sales , Digital Product Management, Marketing, User Experience, Investment Advisory ... The Financial Planning & Coaching Senior Offer Development Strategist role is an exciting...role is an exciting opportunity to join the Financial Advisor Services (FAS) division at Vanguard in our … more
- Bank of America (Los Angeles, CA)
- Senior Business Manager Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Senior -Business-Manager\_25041534) **Job Description:** Merrill Wealth Management is a leading… more
- JPMorgan Chase (Boston, MA)
- …along with recommending product definition. + Collaborate with JPM partners, consulting, sales and marketing partners to create investment collateral and ... team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent...growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting)… more
- ServiceNow, Inc. (Santa Clara, CA)
- …Global Revenue Programs (Elevate), the Strategic Customers - Global 360 Deals (Elevate) Senior Director will be joining a broader team focused on driving high-impact ... transactions at scale. As the Strategic Customers - Global 360 Deals (Elevate) Senior Director, you will serve as the central business unit liaison to global… more
- KeyBank (Tarrytown, NY)
- … sales meeting **Administration** + For select relationships, implements investment portfolio changes to execute strategy. + Effectively utilizes centralized ... Plains Road, Tarrytown New York **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs… more
- Autodesk (Plano, TX)
- **Job Requisition ID #** 25WD93303 **OVERVIEW:** The Senior Director, Business Strategy & Excellence for Customer Success is a transformative leader, accountable for ... A trusted partner to the Chief Customer Officer and senior leadership, the role provides insightful analysis about business...CS organizations and Geos. + Serve as a trusted advisor and proxy to the Chief Customer Officer, representing… more
- Palo Alto Networks (Santa Clara, CA)
- …Palo Alto Networks has an exciting opportunity for an experienced and highly motivated Senior Finance Manager, Sales FP&A professional to join our team. In this ... role, you will work closely with the Senior Director of North America Finance and business partners...FP&A areas **Your Impact** * Business Partnering - Trusted advisor and Finance partner to key Sales … more
- PagerDuty (Harrisburg, PA)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- JPMorgan Chase (Nashville, TN)
- …drive successful outcomes for their employees and stakeholders. **Role Summary** As a Senior Customer Success Manager (VP) at Workplace Solutions, you will serve as ... a strategic leader and trusted advisor to our clients, driving commercial conversations and building...Manage and nurture key relationships with high-value customers and senior stakeholders across JP Morgan. + Drive commercial conversations,… more
- KeyBank (Salt Lake City, UT)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more