- 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
- 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
- Lumen (Montpelier, VT)
- …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
- 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
- CBRE (Montpelier, VT)
- …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
- 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)
- …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
- Oracle (Montpelier, VT)
- …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 (Montpelier, VT)
- …(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 (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
- Oracle (Montpelier, VT)
- …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
- Oracle (Montpelier, VT)
- …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
- 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