- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard ... relationships for special needs trusts, conservatorships and guardianships. This...participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our ... of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager… more
- Thrivent Financial (New York, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...1. Resident Empowerment: Center your efforts on the voices, needs , and leadership of residents in all aspects of… more
- City National Bank (New York, NY)
- …reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the Wealth Advisors, that may be repetitive ... servicing. * Participate in profiling across the full spectrum of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored… more
- Rocket Software (Albany, NY)
- …voice is valued, and every career can thrive. Our core values of empathy, humanity, trust , and love guide how we support each other and how we serve our customers. ... team dynamics. + Oversee project intake and staffing aligned with both customer needs and individual team member strengths and development goals. + Nurture a… more
- MSC Industrial Supply Co. (Melville, NY)
- …assigned regions. + Prepares and delivers sales presentations that address the customers- needs , and leads to sales growth within established, and new Public Sector ... point for customer contact and MSC contact for their needs at local level. Maps out customer decision making...customer. Become very knowledgeable and recognized as a Trusted Advisor on the industries served by our customers and… more
- Palo Alto Networks (New York, NY)
- …we respect each employee as a unique individual. Knowing we all have different needs , our development and personal wellbeing programs are designed to give you choice ... opportunities to align Palo Alto Networks' product capabilities to client needs uncovered during assessments. This role requires deep technical and architectural… more
- Palo Alto Networks (New York, NY)
- …we respect each employee as a unique individual. Knowing we all have different needs , our development and personal wellbeing programs are designed to give you choice ... will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos...and strategic solutions to align company resources with customer needs + Bachelor of Science or Business. MBA strongly… more
- Sprinklr (NY)
- …a **Technical Success Manager (TSM) - Core** you will be a trusted advisor responsible for driving adoption, value realization, and long-term success for Sprinklr's ... Listening, Paid Ads, Marketing Analytics. + Act as the primary advisor on platform architecture, user journeys, tagging schemas, and governance frameworks.… more
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