- LiveRamp (New York, NY)
- …you will lead our North American CTV and Social Media partnerships strategy , driving adoption of the Authenticated Traffic Solution and expanding LiveRamp's ... tier), TikTok, Meta, Snap, and emerging CTV/social players. As a trusted advisor on identity and privacy-safe collaboration, you'll position LiveRamp as the… more
- Neuberger Berman (New York, NY)
- …Responsibilities Include: + Provide dedicated operational support to investment product/ strategy across asset classes with end-to-end Aladdin ownership. + Serve ... continuous improvement across Aladdin-enabled workflows. + Serve as a trusted advisor , ensuring investment teams receive timely, high-quality Aladdin support. +… more
- Insight Global (New York, NY)
- Job Description Job Description: Our top utility client within NYC is looking for a Sales Strategy Advisor who will be responsible for generating consistent ... customer premises, Co-Op board meetings, community events, and expositions. The Sales Strategy Advisor will leverage their understanding of the company's… more
- Microsoft Corporation (New York, NY)
- …in targeted business outcomes, driving revenue growth for Microsoft. As an **Industry Advisor ** on the **Americas Capital Markets Industry Sales team** , you ... and AI journey. The **Capital Markets Industry and partner sales team** envisions new possibilities for our clients, positioning...core account team and other team members to discuss strategy needed to deliver on the account plan. Increases… more
- SAP (New York, NY)
- …to grow sales , pipeline, customer adoption and satisfaction. The Value Advisor engages with senior business executives and provides a business process and ... industry perspective, develops business cases, and thought leadership to support sales cycles. In addition, the Advisor will drive pipeline growth and contribute… more
- SAP (New York, NY)
- …benefits, and a team that wants you to grow and succeed. **Global Sub-Solution Advisor GRC, GTS, Tax** **SAP Finance & Quote to Cash, Chief Revenue Office** ... and Tax sub-solution area leader with key elements across sales , marketing, partners and the digital hub to build...KPI goals including revenue & pipeline + Provide overall strategy and planning across the GTM cycle, multi -year… more
- M&T Bank (New York, NY)
- …on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd, Pearl River New York **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and financial ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects… more
- Tompkins Community Bank (Mount Kisco, NY)
- …plans using structured processes and planning software. + Assemble and lead cross-functional client strategy teams. + Act as a key advisor and resource to team ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...+ Provide guidance to teammates on client development and sales strategies. + Promote a collaborative and growth-oriented team… more
- US Bank (New York, NY)
- …positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client...Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the… more
- JPMorgan Chase (New York, NY)
- …you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate, income, ... understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for the… more
- JPMorgan Chase (New York, NY)
- …The Philanthropy Centre, Family Governance Advisory, Executive Advisory, Tax Strategy , Private Business Advisory, Family Office, Estate Disposition modelling among ... as a Senior Associate and serve as a Philanthropy Advisor for the International Private Bank in LATAM. Additionally,...non-profit organization, foundation or related work + Experience in sales and marketing a plus, particularly if conducted within… more
- Bank of America (Greenwich, CT)
- Private Client Advisor II Greenwich, Connecticut **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/Greenwich/Private-Client- Advisor -II\_25043562-1) **Job Description:** At Bank of America, we are… more
- TD Bank (Middle Village, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client...As we build our business and deliver on our strategy , we are innovating to enhance the customer experience… more
- PNC (West New York, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in our West New York, ... of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals.… more
- H&R Block (New York, NY)
- …strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses ... stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and...tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience + Bachelor's degree in accounting… more
- JPMorgan Chase (New York, NY)
- …client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank within the Latin America team, you will ... with various teams, including but not limited to market strategy , equity, and alternative investment teams to conduct research...work with external clients in a relationship building and sales capacity + Ability to thrive in a fast-paced,… more
- Deloitte (New York, NY)
- …drive top-of-funnel demand, qualify new leads through a defined / coordinated sales strategy , and act as a strategic advisor throughout the sales ... Channel Sales Manager - Palo Alto Deloitte is currently...Partner (LAP) who owns the overall "sell with" alliance strategy and executive relationship. This role is dedicated to… more
- Tiffany & Co. (White Plains, NY)
- …while also being hands-on in overseeing the day-to-day execution of the agreed upon strategy with a focus on clients, people and brand desirability. They will be ... of building your own business by developing client relationships and exceeding sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit,… more
