- Carnegie Mellon University (Pittsburgh, PA)
- …donors and other high net worth prospects, serve as a philanthropic advisor , and collaboratively craft creative giving options, including both planned and outright ... the like, maintaining an up-to-date knowledge of all financial, tax and legal ramifications pertaining to charitable giving, as...+ Familiarity and experience in law, finance, marketing and sales is preferred. + Strong knowledge of the principles… more
- WTW (New York, NY)
- …oversees day-to-day placement and broking responsibilities for North American tax liability insurance policies. Duties include assembling submissions, evaluating ... preparing reports for distribution to the client and their legal advisor , negotiating with underwriters regarding coverage terms, conditions, and pricing, developing… more
- Anheuser-Busch (St. Louis, MO)
- …creatively solve complex legal and commercial challenges. **JOB RESPONSIBILITIES:** + Trusted advisor and collaborator with the Anheuser-Busch Region Sales teams ... you do? **ROLE SUMMARY:** The position is part of the Marketing, Innovation, Sales , and Licensing legal group within the Anheuser-Busch US Legal Department and… more
- Amazon (Herndon, VA)
- …with insights that will meet the needs of other business partners (Finance, Sales Operations, Tax , etc.) Preferred Qualifications * Experience with SalesForce ... global audiences * Monitor and improve organizational effectiveness as a trusted advisor * Implement continuous improvements to Order and Partner Operations, … more
- KeyBank (Tarrytown, NY)
- …to actualize client aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... to ensure investment advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback to the Relationship… more
- Truist (Winter Park, FL)
- …a team of wealth support specialists and oversee the daily service, sales and operations support of the assigned division. Performance accountabilities and ... plan and train support teammates accordingly 7. Partner with sales leadership and advisors to assist in sales...and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for… more
- ADP (New York, NY)
- …differentiation. You will partner with senior leaders across marketing, product, and sales to drive alignment and share insight to influence ADP's strategic ... and client-influencing assessments **Executive Influence and Advisory:** + Serve as a strategic advisor to senior leaders including the CMO, CPOs, and GPT leaders on… more
- Truist (Richmond, VA)
- …overall transaction and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review to ensure ... compliance related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that potentially… more
- City Wide Facility Solutions (Chicago, IL)
- …B2B accounts? Do you also have strong consultative selling skills for increasing sales within an account? If you answered yes, consider this opportunity with City ... for 20+ facility solutions and serving as the trusted advisor , problem solver, and growth partner for our clients....and that all items are properly labeled. + Notify Sales Executives of potential accounts in your territory, especially… more
- Columbia Bank (South Jordan, UT)
- …of existing customers. + Coordination of business development efforts of sales , administrative and investment staff. + Monitors and coordinates activities to ... Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust… more