- Amazon (New York, NY)
- …and partner/account team and legal teams, any contractual/legal matters for the deal , including briefing senior management . Key job responsibilities * Act ... across broad stakeholder groups? Strategic Customer Engagements (SCE) is seeking a senior Deal Lead to drive engagement and lead the various critical phases of the… more
- Amazon (New York, NY)
- …for strategic customer engagements on private pricing deals including pipeline management , engagement performance reporting, and forecasting. Success in this role is ... becoming a trusted advisor to global engagement leads, using data and insights...and evolve operational procedures and processes to optimize pipeline management . * Generate ad-hoc analysis and reports with actionable… more
- TD Bank (Marlton, NJ)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Portfolio Advisor I is a role within the Centralized Investment Management team ... investment services to HNW clients. The Private Client Portfolio Advisor I will utilize technical investment expertise to provide...plan and strategy that meets those goals + Client management skills and experience, with ability to build and… more
- Raymond James Financial, Inc. (New York, NY)
- …and support to prepare trainees for a successful career as a Financial Advisor . Raymond James advisors provide sound financial advice and counsel consistent with our ... and skilled to effectively and efficiently function in the Financial Advisor role: * Develop client pipeline by prospecting, networking, community involvement,… more
- TD Bank (New York, 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 ... will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage...of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous +… more
- JPMorgan Chase (Jersey City, NJ)
- …successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success ... through effective client management and seamless sales execution, delivering on client mandates...controls environment. **Job responsibilities:** + Serving as a trusted advisor to clients, understanding industry nuances, the client operating… more
- TD Bank (New York, NY)
- …client targeting and coverage plans, and leverage internal CRM systems to support deal pipeline management . + Understand and manage key financial performance ... of expertise by product, region, and industry. The Business Management team within Corporate and Investment Banking is responsible...will require you to: + Act as a trusted advisor to your assigned teams, assisting in the development… more
- Meta (Trenton, NJ)
- … management function, including development and implementation of contracts management tooling solutions, contracts playbooks, and deal -to-contract intake and ... have the opportunity to support ICM's organization from a deal strategy and operational efficiency perspective. Success in the...ability to work across multiple functions as a trusted advisor . The successful candidate will manage and optimize a… more
- JPMorgan Chase (New York, NY)
- …developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation on business related matters, ... institutional and sovereign. + Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels. + Excellent communication… more
- Amazon (New York, NY)
- …that strategy within our Financial Services vertical. The CPM is a trusted advisor for our customers who can drive strategic and financial value for customers ... programs. The CPM manages all aspects of business development, deal structuring, deal support and ensures delivery...Finance, Legal. - Successful assumption of role of strategic advisor and expert with a deep knowledge of the… more
- Raymond James Financial, Inc. (New York, NY)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- TD Bank (New York, NY)
- …role that generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for...of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous +… more
- JPMorgan Chase (Jersey City, NJ)
- …successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success ... through effective client management and seamless sales execution, delivering on client mandates...controls environment. **Job responsibilities:** + Serving as a trusted advisor to clients, understanding industry nuances, the client operating… more
- MongoDB (New York, NY)
- …and risk/ deal reviews + Maintain SFDC hygiene, including opportunity management , next steps and close dates; meeting categorization; churn logging & risk ... trust MongoDB to build next-generation, AI-powered applications. The Relationship Account Management team is focused on driving long-term partnerships with MongoDB's… more
- TD Bank (New York, NY)
- …solutions tailored to meet our clients' unique needs. As a leading M&A advisor , we bring our extensive experience across capital markets, industries and regions to ... top-tier investment banking professionals and drive innovation in research and deal execution. **Key Responsibilities:** + **Ensure technology delivery to support… more
- Anywhere Real Estate (New York, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... on application process **Your Responsibilities:** + **Consultative:** Ownership of complete deal flow and sales cycle including prospecting, building and encouraging… more
- Anywhere Real Estate (New York, NY)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... application process. **Your Responsibilities:** + **Consultative:** Ownership of complete deal flow and sales cycle including prospecting, building and encouraging… more
- Kyndryl (New York, NY)
- …Working in a transaction environment which may be pre or post deal , planning post deal implementation, and ultimately supporting execution. Partners ... seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions...interactions and consulting initiatives, deliverables and outputs of a deal engagement + Demonstrate credibility and experience to advise… more
- BMO Financial Group (New York, NY)
- …to win business from new clients and develop new client relationships. + Oversees deal origination. Leads the deal team in executing pitches to prospective ... + Provides clients with impactful strategic advice. Acts as a trusted advisor . + Collaborates with sector coverage relationship partner to generate ideas, identify… more
- Unity Technologies (New York, NY)
- …to help shape Unity's offering and roadmap for greater adaptability. + Complex Deal Management : Navigate complex deal structures and enterprise contracting ... competitive advantage or operational efficiencies for Customers + Market Insights: Act as a trusted advisor to the GTM teams, providing feedback from the market… more