- JPMorgan Chase (Albany, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Albany, NY)
- …66 South Pearl Street - Albany, New York 12207 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Citizens (Clifton Park, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- KeyBank (Schenectady, NY)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- Cardinal Health (Albany, NY)
- …positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team ... performance, patient support, and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point / liaison for all… more
- Broadcom (Albany, NY)
- …solution to help customers succeed in creating a modern, developer-ready, secure Private Cloud? Do you already possess strong business acumen and technical skills ... Adoption Manager (TAM), you will serve as a trusted advisor , driving a cross-functional, unified customer experience using your...there will likely be a few out of state client visits and/or 3-4 conferences or training that require… more
- Public Consulting Group (Albany, NY)
- …deliverable creation, and communicating project performance and progress. + Advise senior client executives and as a trusted advisor for technology-related ... our Technology Consulting Practice Area. The Director will work with senior client executives implementing or advising on large-scale software solutions in Public… more
- Lumen (Albany, NY)
- …requirements with sales and clients, ensuring the solution resolves underlying client issues. Provides guidance and alternatives to customer's requirements. May ... of the customer lifecycle experience. + Act as a trusted technical advisor during pre-sales conversations with enterprise customers. + Integrate solutions across… more
- Confluent (Albany, NY)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Azure) + Solid understanding of cloud networking and security technologies (eg VPC, Private Link, Private Service Connect, TLS/SSL, SASL, Kerberos, etc.) +… more
- Confluent (Albany, NY)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Azure) + Solid understanding of cloud networking and security technologies (eg VPC, Private Link, Private Service Connect, TLS/SSL, SASL, Kerberos, etc.) +… more
- Lumen (Albany, NY)
- …proposing solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies. **The ... business and technology objectives, conduct full technical discovery, and architect client solutions to meet gathered requirements. Assess business and operations… more
- Johnson, Mirmiran, and Thompson Inc. (Albany, NY)
- …architecture, information technology, and related services to public agencies and private clients throughout the United States. JMT, is currently ranked #50 ... execute, and coordinate assignments with limited supervision. Acts as a technical advisor to less experienced engineers. Responsible for or assisting with delivering… more
- Lincoln Financial (Albany, NY)
- …drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness ... and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their… more