- KeyBank (Burlington, VT)
- …1127 North Avenue - Burlington, Vermont 05408 **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
- KeyBank (Plattsburgh, NY)
- **Location:** 380 Route 3 - Plattsburgh, New York 12901 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with ... 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
- NBT Bank (Burlington, VT)
- …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience:… more
- Insight Global (Burlington, VT)
- Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial ... clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more
- M&T Bank (Burlington, VT)
- …+ Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for ... solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client … more
- Acxiom (Montpelier, VT)
- We are seeking a Client Solutions Architect - Senior Director who combines deep expertise in cloud data architecture with strong hands-on experience in Databricks ... This role is ideal for a senior leader who can serve as a trusted advisor to enterprise clients, guiding them through the design and delivery of modern, privacy-safe… more
- Cognizant (Montpelier, VT)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- Public Consulting Group (Montpelier, VT)
- …structures. * Apply a structured methodology and change management tools to advise client on strategy to support adoption of changes for projects * Responsible for ... OCM Plan, and execution of the plan as lead advisor * Operate independently as a lead and Subject...team of OCM, and non SME team to execute client needs and OCM plan * Advise the … more
- CBRE (Montpelier, VT)
- …** Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… more
- Capital One (Montpelier, VT)
- …expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and ... designing and building an end-to-end SDUI platform, from the client rendering engines to the backend services. + 5+...frameworks. + 3+ years of experience with public or private cloud technologies **_Capital One will consider sponsoring… more
- American Express Global Business Travel (Montpelier, VT)
- …a variety of complexity, for air, road, rail, and accommodations + Manage private jet aviation travel services + Ensure contingency plans are available for flights, ... and/or back office systems + Act as a trusted advisor by using travel expertise to proactively provide advice...car, air, and hotel + Passion for excellence in client service, including proactive anticipation of needs + Native… more