- 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 (Albany, NY)
- …and interest in a long-term career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in ... and financial planning activities including data entry and analysis. + Observe client meetings and assist with basic administrative tasks. + Develop client… 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
- Acxiom (Albany, NY)
- 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
- Lumen (Albany, NY)
- …and translate complex requirements into tailored solutions. Acting as a trusted advisor , you'll showcase best practices and demonstrate how our offerings enable ... remote from within the continential USA with ocassional travel to team and client meetings. **The Main Responsibilities** + Acts as a customer advocate by… 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
- Cognizant (Albany, NY)
- …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
- CBRE (Albany, NY)
- …** 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
- New York Power Authority (Albany, NY)
- …of energy industry and market trends to position NYPA as trusted energy advisor to enable customers to make informed decisions, anticipate their needs, manage intake ... ensures customers receive high quality customer service and develops client retention and growth plans and strategies for developing...interations that build NYPA's status as a trusted energy advisor . + Direct staff on managing and maintaining key… more
- Public Consulting Group (Albany, NY)
- …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 (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
- Confluent (Albany, NY)
- …a Federal Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this ... Azure) + Solid understanding of cloud networking and security technologies (eg VPC, Private Link, Private Service Connect, TLS/SSL, SASL, Kerberos, etc.) +… more
- Oracle (Albany, NY)
- …for identifying, progressing and encouraging long-term strategic relationships within the Private Equity vertical + You will develop a robust project pipeline ... owning and forecasting + You will be the trusted advisor and influencer in winning customer decisions to buy,...to customers with our unified, multi-pillar offerings. + Nurture client relationships by building trust, partnership and an emotional… 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
- Capital One (Albany, NY)
- …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
- Oracle (Albany, NY)
- …and deliver Oracle's end-to-end cloud products and solutions across the PaaS pillar via private or public cloud. + Responsible for the account plan to drive goal ... engage the appropriate partner to meet customer specifications. + Becomes trusted advisor to key customer influencers and decision makers. Drives company strategy… more
- Oracle (Albany, NY)
- …Oracle's revolutionary OCI and Generative AI cloud products and solutions across the private or public cloud. + Achieves or exceeds the monthly, quarterly, and ... the appropriate partner to meet customer specifications. + Becomes a trusted advisor to key customer influencers and decision-makers. + Track record of driving… more
- American Express Global Business Travel (Albany, NY)
- …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