- 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
- 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 (Oceanside, 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
- Citizens (Brooklyn, NY)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... wealth management practice that provides a personalized wealth management strategy . + Enhance and preserve relationships with key partners...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- TD Bank (West Babylon, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for financial advisors ... model/experience for MA 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
- TD Bank (Brooklyn, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... model/experience for MA 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
- H&R Block (Hicksville, 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
- M&T Bank (Hauppauge, 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...of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal.Implement and… more
- JPMorgan Chase (New York, NY)
- …also collaborate with various teams, including but not limited to market strategy , equity, and alternative investment teams to conduct research and analysis, develop ... 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
- Amazon (New York, NY)
- …America (NAMER), you will lead the development and execution of AWS' NAMER commercial sales strategy . You will Dive Deep into customer segments, the customer ... your experience and insights, you will lead impactful multi-year sales strategy initiatives across your Geo. You...our organization. Key job responsibilities *Act as a strategic advisor to NAMER Sales leaders, leveraging data… more
- Zoom (New York, NY)
- What you can expect The Head of Sales Strategy & Planning is a senior leadership role focused on driving sales strategy , planning, and performance ... strategy , revenue operations, and execution. As a strategic advisor to the Chief Revenue Officer and executive leadership,... operations with organizational objectives. About the Team The Sales Strategy & Planning team establishes the… more
- H&R Block (Hicksville, 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 ... that create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll bring to the team + Conduct tax… more