- 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)
- **Location:** 1900 Central Avenue - Albany, New York 12205 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... 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 (Slingerlands, 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 (East Greenbush, NY)
- … advisor , and partner to the people and businesses in our KeyBank 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
- KeyBank (Albany, NY)
- …is at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client 's financial ... South Pearl Street, Albany New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'... relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and… more
- Oracle (Albany, NY)
- …Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of ... within the PE ecosystem. Key Responsibilities: Identify and build relationships with Private Equity firms. Present NetSuite value prop to PE firms Collaborate with… more
- Oracle (Albany, NY)
- …engage the appropriate partner to meet customer specifications. + Becomes trusted advisor to key customer influencers and decision makers. + Drives company's ... account planning, crafting, owning and forecasting + You will be the trusted advisor and influencer in winning customer decisions to buy, architect and adopt Oracle… more
- World Insurance Associates, LLC. (Slingerlands, NY)
- …any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... to bring value to clients + Must be willing to become each client 's trusted risk management advisor and bring the entire World platform to each client (P&C,… more
- CBRE (Albany, NY)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of...CRM and internal dashboards with outreach, deal status, and client feedback. + Provide transparent reporting to senior leadership… more
- CBRE (Albany, NY)
- …markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client relationships ... + Develop and maintain a robust national and regional client base focused on FHA multifamily lending, generating fee...advisory services to clients, aiming to become a trusted advisor in HUD multifamily finance. + Collaborate closely with… more
- Norstella (Albany, NY)
- …US healthcare professionals to consult and exchange information within a private and secure platform. Skipta cultivates a community environment of collaboration, ... team plays an integral role to growth. This position acts as a strategic advisor to Skipta/MMIT's clients by solving their challenges through the solutions we offer.… more
- Oracle (Albany, NY)
- …(SaaS, IaaS, PaaS), GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in ... Oracle Products, both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and translates Customer… more
- Public Consulting Group (Albany, NY)
- …for key stakeholders and end users. + Contribute as a trusted advisor on Workday capabilities and feature planning. **Workday Studio Development & Integrations** ... during your set working hours + have a safe, private , and distraction-free environment in which to complete your...office or elsewhere may be required for team meetings, client meetings, etc. We are accepting applications on an… more
- Cadmus (Albany, NY)
- …**Who We Are** Cadmus provides government, commercial, and other private organizations worldwide with technology-empowered advisory and implementation services. We ... virtual power plant, demand response projects. + Serve as a technical advisor and project manager and work directly with clients and program applicants.… more