• The Leading Hotels (New York, NY)
    The Leading Hotels of the World is seeking a Sr . Manager , Revenue Enablement to join our Member Experience team and help accelerate the commercial success of our ... milestones and build lasting commercial capabilities. Acting as a strategic advisor , you'll deliver tailored learning experiences, actionable insights, and ongoing… more
    Upward (07/23/25)
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  • Citigroup, Inc. (Hewlett, NY)
    …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
    Upward (07/11/25)
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  • KeyBank (Boston, MA)
    …Massachusetts 02110 Job Description Preview Job Summary Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing ... standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the… more
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  • Nationwide Mutual Insurance Company (Columbus, OH)
    …as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor , Internal Audit, and so much more. Let Nationwide help create ... we want to know more about you! As a Senior Actuary, you'll be an expert and will provide...to the above must be approved by the hiring manager 's leader and HR Business Partner. Values : Regularly… more
    Upward (07/01/25)
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  • Bank of Montreal (Portland, OR)
    …products and services. Provides strategic input into business decisions as a trusted advisor . Makes recommendations to senior leaders on strategy and new ... Application Deadline: 09/29/2025 Address: 810 SW Broadway Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in… more
    Upward (07/25/25)
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  • Contentful (Stamford, CT)
    …This is a hybrid role. Two days a week in office requirement. As a Senior Customer Success Manager , you will work directly with Contentful customers in your ... and deliver a stellar customer experience as their trusted advisor . You will help our customers achieve both their...growth for Contentful. You will partner closely with our sales , partner organization, and professional services teams and amplify… more
    Upward (07/04/25)
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  • City National Bank (New York, NY)
    RELATIONSHIP MANAGER SENIOR 6th Avenue, New York, NY WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
    Upward (07/27/25)
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  • Gecko Robotics, Inc (New York, NY)
    …team is responsible for helping customers solve some of their hardest problems. As a Sales Manager , you will manage the growth strategy for accounts across the ... you will do Prospect and engage new customers at senior decision making levels - Directors, VPs, SVPs, and...short-term and long-term capital and operational decisions, earning trusted advisor status with them Own the end to end… more
    Upward (07/24/25)
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  • Alloy (New York, NY)
    …growing a portfolio of 25 accounts where you are the lead strategic advisor Managing your portfolio of accounts with regular meetings, mapping the organization, ... and NDR for assigned accounts Identifying cross-sell opportunities and partnering with sales to close that revenue Flagging churn risk and partnering with… more
    Upward (07/09/25)
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  • Liberty Information Technology Limited (White Plains, NY)
    …committed to "helping people live safer, more secure lives" every day. As a Senior Territory Manager , you will drive profitable premium growth within your ... programs and tools designed to support the Independent Agent channel and Senior Territory Manager agency management including all Marketing and Development… more
    Upward (07/21/25)
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  • iHeartMedia, Inc. (New York, NY)
    …We Need: iHeartMedia Entertainment, Inc. seeks candidates for the position of Senior Product Manager , responsible for working with cross-functional product and ... ad tech with powerful tools and insights for our sales organizations to help them build success for their...continued improvement across business Comfort acting as a trusted advisor for colleagues with less experience Ability to manage… more
    Upward (07/23/25)
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  • NPAworldwide (Houston, TX)
    The Senior Manager of Finance and Cost...with company goals and objectives. Serve as a key advisor to the General Manager on all ... sheet reconciliation reviews, quarterly/annual SEC schedules, state tax packages, and sales tax prep. Oversee monthly and yearly financial statements not limited… more
    Upward (07/21/25)
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  • Nexthink (Salt Lake City, UT)
    …and the successful candidate will be expected to work collaboratively with Sales , Solution Consulting, Professional Services, Customer Support, and Product teams to ... effectively integrating Nexthink solutions and building DEX journey. Be a Trusted Advisor to the Customer: Build relationships with key leadership contacts within… more
    Upward (07/27/25)
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  • BNY Mellon (New York, NY)
    …originating new business opportunities. Deliver Solutions-Oriented Value: Act as a trusted advisor to senior client stakeholders, aligning the firm's investment ... is all about. BNY Investments is a leading investment manager , with $2.0 Trillion* in assets under management as...seeking a future team member for the role of Senior Vice President - Strategic Accounts. This role is… more
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  • Freese and Nichols (Denver, CO)
    … Project Manager for water/wastewater infrastructure projects Serve as Senior Advisor and technical oversight on water/wastewater infrastructure projects. ... Freese and Nichols is searching for a Team Lead/ Senior Project Manager to join our...and oral communication skills Must possess experience of client development/ sales , specifically being a leader of developing client relationships… more
    Upward (07/02/25)
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  • MongoDB (Austin, TX)
    …MongoDB to build next-generation, AI-powered applications. Individuals in the Customer Success Manager role have a passion for technology and the ambition to dive ... well as acting as the account team leader across Sales , Professional Services, Solutions Architects, etc. This role can...in this role you will: Work as a strategic advisor to your customer providing them with guidance on… more
    Upward (07/15/25)
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  • Liberty Information Technology Limited (Columbus, OH)
    …programs and tools designed to support the Independent Agent channel and Senior Territory Manager agency management including all Marketing and Development ... ownership, management and frontline staff. Establishes position as a trusted advisor while delivering product, underwriting philosophy, appetite and system training,… more
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  • Amgen, Inc. (Thousand Oaks, CA)
    …Join us and transform the lives of patients while transforming your career. Senior Manager Manufacturing Systems (Drug Substance Automation) What you will do ... this! Let's change the world! In this role, the Senior Manager is responsible for providing technical...strategies within Drug substance manufacturing. Serve as an experienced advisor to senior level management and ensure… more
    Upward (07/20/25)
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  • HBK CPAs & Consultants (Melville, NY)
    …returns, and returns on dissolution or liquidation. Suggest client tax planning ideas to Manager , Senior Manager , or Principal. Write comments for management ... a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created...client for approval and signature of a Principal or Senior Manager . Prepare budgets and monitor the… more
    Upward (07/06/25)
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  • United Placement Group (Killeen, TX)
    …at no cost to you Ideal Candidate Experienced, licensed insurance agent or financial advisor Proven track record of sales success using a needs-based approach ... Job Ad: Are you an accomplished Financial Advisor tired of buying stale leads and endless...Demonstrated sales ability and a consultative, needs-based sales approach As a Senior Market Financial… more
    Upward (07/14/25)
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