- Strategies for Wealth (New York, NY)
- …individual financial status, income, financial goals, and other factors contributing to wealth management *Serve as a trusted advisor for new clients acquired ... We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room...team to begin honing your skills related to risk management , estate planning, debt and investment management ,… more
- DataDome (New York, NY)
- Principal Technology Advisor **☆ About the team: DataDome** stops cyberfraud and bots in real time, outpacing AI-driven fraud from simple to sophisticated across ... a Leader in the 2024 Forrester Wave for Bot Management , the DataDome platform is built on a multi-layered...with DataDome. What You'll Do As a Principal Technology Advisor , you'll serve as a trusted technical advisor… more
- Pontera (New York, NY)
- …That's where you come in. DESCRIPTION We're looking for a strategic and hands-on Senior Product Marketing Manager to define and lead the go-to-market (GTM) ... retirement plan accounts as part of a personalized strategy by their trusted financial advisor . Pontera is used by financial advisors across the nation- from SMB to… more
- Journey (New York, NY)
- …working with customers in the People Operations/Benefits space Exceptional relationship management skills with the ability to build trust and credibility across ... all levels of a client organization-from day-to-day stakeholders to senior executives Proven ability to navigate complex client environments, manage multiple… more
- RIT Solutions, Inc. (Brooklyn, NY)
- …Areas: Lending, Private Banking, Wealth Client and/or other top global banking senior management experience. Knowledge of agency non-agency, bilateral and ... total ROI) from LoanIQ's capabilities per area of adoption. Responsibilities: Act as strategic advisor and program lead to evaluate use cases, field of use, and fit… more
- Ares Management Corporation (New York, NY)
- …Function and Essential Responsibilities The Vice President will work collaboratively with senior management to provide information and expertise on Private ... 6+ years of work experience in an investor relations, strategy, client service or product management role. Must have a blend of client service, investment… more
- Capco (New York, NY)
- …transformation programs across people, policy, process & technology within exposure to senior client management . Develop thought leadership around future of ... helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to transform the way… more
- Freshfields Bruckhaus Deringer (New York, NY)
- …global operations, while partnering with the firm as a valued commercial advisor , influencing strategic decision making and driving long term profitable growth for ... part of one inclusive Global Finance team. Role summary/purpose of job The Senior Billing Analyst prepares and processes client bills ensuring that invoices are sent… more
- Proofpoint, Inc. (New York, NY)
- …will be able to provide valuable customer insight and real-world experiences to Product Management , Marketing and Product Development (Engineering) teams to ... the most important members of the Proofpoint sales team. You will become a trusted advisor to both the Account Managers you are paired with, as well as our current… more
- Flywheel Digital (New York, NY)
- …and decision-making processes. Consultative Partnership: Serve as a trusted advisor and subject matter expert, deeply understanding client growth strategies, ... deliver tailored, high-impact solutions. Go-To-Market Execution: Collaborate with pre-sales, product marketing, and client services to design and execute… more
- Chronograph (New York, NY)
- …communication, negotiation, and interpersonal skills Ability to communicate confidently with senior management and client counterparts on complex legal and ... to private capital markets. Through our suite of cloud-based analytics and data management solutions, we help many of the world's largest and most sophisticated… more
- Citigroup, Inc. (Jersey City, NJ)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi creates ... performance and effectiveness of the sub-function/job family. GTPL is the global finance product control's strategic product processor for all cash products and… more
- Applecart (New York, NY)
- …Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor , early sales and talent leaders from Google and ... years of work experience, including 3+ years of people management experience with an early career team Experience assessing...our headcount by 4X, and we're cashflow positive. Our senior leadership team includes two members of the Forbes… more
- Middesk (New York, NY)
- …drive growth in our most strategic accounts. You'll own relationships with senior stakeholders across product , compliance, risk, and executive teams, developing ... and expansion. In this role, you'll also have a hand in influencing Middesk's product roadmap to meet evolving customer needs and expand our impact in the B2B… more
- Citigroup, Inc. (Jersey City, NJ)
- …*Act as a key liaison between trading desks, treasury, risk, operations, and senior management . *Present improvement ideas, risk management updates, and ... over 60 Countries; covering all post execution Operations teams including product aligned Middle Office groups, Settlements, Margin, Asset Servicing, Listed… more
- Dow Jones & Company, Inc. (New York, NY)
- …decision-making across functions. Cross-Functional Collaboration : Act as a trusted advisor to partners in marketing, product , finance, and executive ... Marketing Data Science & Modeling, we are seeking a Senior Manager, Marketing Data Science & Modeling who will...fast-paced environments with multiple stakeholders 1+ years of people management experience, with a strong track record of mentoring… more
- Wipro Limited (East Brunswick, NJ)
- …operating models. Wipro Consulting, with its deep industry focus and product /platform expertise, is at the forefront of Artificial Intelligence (AI) industry ... the growth agenda, provide thought leadership and be the trusted CFO advisor (in a business development, transformational and delivery capacity) across the following… more
- TD Bank Group (New Brunswick, NJ)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to...role requiring substantial expertise in a customer segment or product / service line Originates and monitors larger loans… more
- PERSUIT (New York, NY)
- …with senior stakeholders and decision-makers, positioning yourself as a trusted advisor within the legal industry. Deal Management - Lead complex, ... to exceed revenue targets within your designated enterprise account set. Pipeline Management - Proactively generate, qualify, and manage a high-value sales pipeline… more
- Williams-Sonoma (Brooklyn, NY)
- …development needs., identify key trends, build seasonal concepts, lead design presentations to senior management and ensure all product development deadlines ... and concepts, and customer/business needs. Under the leadership of senior team members, you will own the development process...members, you will own the development process for each product from sketch to approval. You will design and… more
