Business advisor jobs in Newark, New Jersey - Page 9Create job alerts

Join the HR Business Advisory team where you'll have the opportunity to drive meaningful people strategies. As a Human Resources Business Advisor, Executive Director supporting Wealth Management, you will have the opportunity to collaborate with a diverse set of stakeholders at varying levels of the

As a senior member of the team, you will own relationships with business unit leaders and company executives in order to drive cyber improvements throughout their portfolio of companies and advise on investments. As a trusted advisor you will lead crisis response efforts, cyber due diligence, and sh

As an Associate Customer Success Partner at CreatorIQ, you will serve as the strategic advisor to a portfolio of high-value customers, helping them unlock business outcomes through influencer marketing. Associate Customer Success Partner. You'll align CreatorIQ's platform capabilities with your cust

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Job DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyn’s brilliance and resilience, its incomparable culture and uncompromising grit – and we demand more for our communities. Over our 15-year history, we have reimagined the role of philanthropy and provided immeasurable support to communities and nonprofit partners that are leading transformational change for Brooklyn. With a new model for community philanthropy, we are bringing together Brooklynites, Brooklyn backers, businesses, and broader believers in equity and justice to make Brooklyn a beacon for the world. We are a platform for galvanizing giving. We are here to ensure that ideas are met with resources, challenges are met with solutions, and inequity is met with justice. The Position: The Vice President of Philanthropic Partnerships reports to the Chief Operating and Financial Officer and is responsible for expanding and diversifying the foundation’s donor-advised fund (DAF) donor base by cultivating relationships with high-net-worth individuals, corporate philanthropists, and professional advisors. By leveraging expertise in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundation’s growth in DAF participation and ensure a seamless experience for both new and existing fundholders. The Vice President will also manage and provide strategic direction to the Donor Services Manager and the Grants & Compliance Manager, ensuring cohesive service delivery, robust compliance, and impeccable data management. This role requires flexibility, including occasional early morning, evening, or weekend commitments to accommodate donor engagements and events. Specific Responsibilities: Donor Cultivation & Acquisition • Proactively identify and engage prospective DAF donors, including high-net-worth individuals (HNWIs), family foundations, and corporate partners., • Conduct individualized donor consultations to discuss tax-efficient giving options and long-term philanthropic goals., • Collaborate with potential donors to customize giving strategies that align with their values, financial objectives, and community impact aspirations.Strategic Partnerships & Professional Advisor Engagement, • Develop and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals., • Host educational seminars, webinars, and workshops to inform advisors and their clients about the benefits and mechanics of DAFs., • Provide customized tools, resources, and support to assist advisors in discussing philanthropic opportunities with their clients.Donor Stewardship & Retention, • Coordinate with the Donor Services Manager to ensure a seamless onboarding process for new DAF holders, including fund agreement setup and initial contribution guidance., • Maintain ongoing engagement with fundholders by offering personalized support, updates, and consultations to maximize donor satisfaction and retention., • Conduct annual strategy reviews for fundholders, helping them refine their philanthropic focus and achieve greater impact.Team Leadership & Data Management, • Directly supervise the Donor Services Manager and the Grants & Compliance Manager, providing guidance, support, and professional development opportunities., • Oversee accurate, secure, and compliant data management practices for all donor records and fundholder information., • Collaborate with internal teams to enhance systems and processes that optimize donor engagement, compliance, and relationship tracking.Legal & Financial Knowledge Application, • Utilize expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning structures to guide donors and advisors., • Ensure all donor agreements, gift structures, and fund management practices comply with IRS regulations, DAF policies, and the foundation’s guidelines., • Monitor emerging trends and regulations in tax law and estate planning to keep donors and professional advisors informed of new opportunities or requirements., • Other duties as assigned Qualifications:, • Bachelor’s degree in Business, Finance, Law, Nonprofit Management, Philanthropy, or a related field is required., • Chartered Advisor in Philanthropy (CAP®) or Certified Trust and Fiduciary Advisor (CTFA) is highly desirable, • 10+ years of demonstrated success in donor cultivation, relationship management, and securing philanthropic commitments, ideally within a community foundation or financial services environment., • Strong knowledge of donor-advised funds, planned giving vehicles, tax regulations, and wealth management strategies., • Proven ability to develop partnerships and collaborate effectively with professional advisors in estate, tax, and financial planning., • Excellent communication, presentation, and negotiation skills, with a track record of building trust and rapport with HNWIs and corporate donors., • Highly organized, proactive, and results-oriented approach to managing multiple relationships and initiatives simultaneously., • Exceptional attention to detail and commitment to maintaining accurate, compliant, and confidential data., • Willingness to work flexible hours, including occasional early mornings, nights, and weekends to accommodate donor-related events. Other Information: Currently full-time employees are expected to work in the BKO office located in Downtown Brooklyn Monday through Thursday with occasional events on Friday. In alignment with its Racial Justice Lens, the Organization is committed to maintaining a staff that diversifies philanthropy, including lifting up the leadership of people from communities historically underrepresented in the field and those directly affected by structural racism, centering them in decision-making. Brooklyn Org is an equal opportunity employer. The Organization does not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability, marital status, military veteran status or any other protected group in the locations where we work. Compensation: Brooklyn Org has a competitive and exhaustive benefits and leave plan and the salary range for this position is $130,000 – $145,000 dependent on the successful candidate’s background and experience. To Apply: Brooklyn Org has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Kathryn Frances Research and Operations Manager Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: . Please include “Brooklyn Org, VP Philanthropic Partnerships” in the subject line of the email.

Job Description About Us ISMG is a leading B2B media and intelligence organization, serving the cybersecurity and enterprise technology space with a collaborative ecosystem of industry news, strategic education, and professional advisory services. We've recently launched CXO Advisor, a pioneering consultative practice designed to help mid-size companies tackle their most complex cybersecurity leadership challenges. The Opportunity We are seeking a Client Acquisition Lead to play a foundational role in driving business growth, shaping go-to-market strategies, and scaling what will become a major force in the executive advisory space. This is a unique opportunity to help build a business from the ground up within a trusted global media and events organization. As a founding sales hire, you’ll lead early client acquisition efforts and lay the groundwork for a high-performing business development team as the practice expands. This role is ideal for a high-performing sales professional with an entrepreneurial mindset and experience in consulting, staffing, executive search, or advisory services — someone eager to be part of a new business build and make a meaningful impact on the future of cybersecurity leadership. What You'll Do Business Development & Sales: • Drive net-new business development for executive cybersecurity consulting services (CXO advisory, fractional leadership, and strategic projects)., • Build and actively manage a high-quality pipeline of enterprise and mid-market prospects., • Close complex, high-value consulting and service deals with CISOs, CIOs, and other cybersecurity decision-makers., • Develop tailored proposals that address clients’ unique security challenges., • Build and lead the Client Acquisition team – hiring, onboarding, and mentoring high-performing Account Executives., • Design and iterate the sales strategy, sales playbooks, and scalable processes to accelerate growth., • Establish and monitor key sales metrics, forecasts, and performance dashboards., • 5-7+ years of sales experience within consulting, staffing, executive search, professional services, advisory services, or similar high-touch fields., • Experience in and/or solid knowledge of cybersecurity and information technology industries, presence in the cybersecurity community is strongly preferred., • Demonstrated success selling high-value services with a consistent track record of exceeding quotas., • Strong executive presence and experience engaging with high-level technology leaders., • Outstanding relationship development and long-term account nurturing capabilities., • Proven experience hiring, managing, and scaling sales teams and infrastructure., • Strategic thinker who can influence positioning, pricing, and delivery models., • Shape a game-changing cybersecurity consulting practice backed by a global industry leader., • Fast-track to sales leadership with future long-term ownership opportunities., • Competitive base, uncapped commissions, and team-based incentives as you grow the organization., • 📍Location: Manhattan, NY (on-site, Mon–Fri). hMIoJGDTGQ

Job Description WHO WE ARE Crossmedia is the global media independent. We're committed to doing media and business the right way, guided by the principles of TRUST, REASON and the pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And, we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues' professional & personal wellbeing and growth. It's why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age's Best Places to Work for the past six years in a row. Our client roster includes US Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, Teremana, American Cancer Society, Ricola, Supercuts, Edible Arrangements, Illva Saronno, Zalando, Airbus and more. YOUR ROLE We are looking for a passionate, collaborative, and adaptable Group Director, Audience & Insights to join Redbox, Crossmedia's analytics and business intelligence team. This role is focused on deriving audience insights using a breadth of data sources to shape and inform go to market audience approaches. You will play a pivotal role ensuring: • Clear audience segmentation and recommendations that drive growth and business outcomes for our clients, • Audience insights and frameworks are effectively socialized across teams, • Effective audience data strategies; an ability to tie the strategic audience to an addressable one through data strategy RESPONSIBILITIES Proven track record of implementing strategic audience and data recommendations for client success. A strategic problem solver, adept at building strong relationships with clients and stakeholders at all levels. Combines deep analytical expertise, leadership experience, and a strong understanding of audience behavior, segmentation, and measurement to connect data strategies directly to media planning strategy. Leadership & Strategic Impact • Develops and implements end-to-end audience strategies aligned with client objectives and business goals., • Insights, segmentation, activation frameworks and audience measurement plans., • Will partner closely with the Strategy team to elevate observations/themes into strategic insights., • Partners with client leadership to translate audience insights into actionable recommendations for media planning, strategy, and customer engagement., • Acts as a senior advisor on audience measurement, data strategy, and analytics solutions., • Leads and grows high-performing audience analytics teams, providing mentorship, coaching, and career development., • Utilizes data-driven insights to derive audience recommendations and guide strategic decision-making., • Oversees development and maintenance of audience segmentation, data targeting strategies, and audience measurement frameworks., • Experience using both syndicated and dynamic platforms to identify trends and derive audience insights., • Proficient across all data types (0PD/1P/2P/3P) and can effectively communicate data strategies to media clients., • Has experience working directly with 3P data providers to gather insights and create custom audiences for activation., • Knowledgeable and skilled across a range of platforms: e.g., DSPs, DMPs, Social platforms, Syndicated tools (YouGov/MRI), Identity platforms (LiveRamp TransUnion, Experian, etc.), Google Marketing Cloud, Site Analytics, and Data Clean Rooms., • Familiarity with modeling techniques to have informed conversations with clients around the use of their 1P/CRM data., • Experience with predictive analytics, machine learning, or AI-driven audience insight., • Aligns audiences to channel frameworks encompassing goals, messaging, and measurement parameters., • Fosters collaboration across planners, strategists, data analyst, and measurement teams to integrate audience insights fully into campaign planning and optimization., • Can simplify complex audience and data conversations clearly to both technical and non-technical stakeholders., • Proven ability to manage and inspire mid-sized teams., • Adept at developing talent and upskilling junior team members., • Confident presenter and communicator to clients of all levels., • Strong time management with a proactive mindset always pushing work forward without the need for oversight., • Can remain calm and balance multiple projects., • Solutions focused with the ability to resolve complex challenges., • 12+ years of experience in audience/data roles, analytics, data science, or a related field, ideally within an agency., • Familiarity with privacy regulations and data governance., • Proficiency in analytics tools a bonus (e.g., SQL, Python/R, Tableau/Power BI, Google Analytics, Adobe Analytics)., • Experience with addressable media and advanced measurement techniques (e.g., MMM, attribution modeling)., • Familiarity with privacy regulations and data governance., • Leadership skills and relationship builde, • Proven track record managing team members, • Deep understanding of 0PD/1P/2P/3P data, audience segmentation, modeling techniques, and measurement frameworks., • Strong client-facing experience, translating complex data into actionable insights and influencing business strategy, • Excellent strategic thinking, problem-solving, and communication skills, with the ability to convey technical concepts to non-technical stakeholders. CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: • Flexibility to work in hybrid manner with in-office and work from home options (depending on role)., • Open/Flexible PTO with US & UK specific policies, • Sponsored healthcare options and agency-wide physical & mental health support, • 401k with company match (USA), and generous Pension (UK), • Paid sabbatical at significant milestone anniversaries, • Generous paid parental leave policy, • Life milestone recognition & support, • The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development), • Cell phone/tech reimbursement, • Student Loan payment plan (US), • Tuition reimbursement, • Learning & Development and training programs, • And burgers – lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation. Crossmedia is committed to providing equal employment opportunities and creating a diverse and inclusive company culture and that does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other basis prohibited by applicable federal, state, or local law. All job requirements are subject to possible revision to reflect changes in the position requirements, business necessities and/or to reasonably accommodate individuals with disabilities. Essential and other job functions are subject to modification. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with laws in the US and UK ). Continued employment remains on an "at-will" basis." Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions in compliance with the American with Disabilities Act of 1990 (US based) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: • Prolonged periods of sitting at a desk and working on a computer. Must be able to remain in a stationary position 50% of the time., • Ability to stand, bend, and reach, • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

We currently have a career opportunity for a Director to join our team located in NYC. This role will have at least 25% travel. As a Director at Perficient, you will play a crucial role on the leadership team of our digital consultancy practice. You will collaborate with the sales team, industry partners, and subject matter experts to deliver and expand digital solutions that transform how our clients connect with their customers and grow their business. This will involve working with cross-functional teams to drive results and financial performance. Additionally, you will foster an engaging colleague culture that inspires strong team and individual performance, in line with Perficient's People Promise. RESPONSIBILITIES • Client Engagement & Sales Enablement, • Serve as an industry-facing expert during sales pursuits and client meetings, helping articulate value propositions that resonate with banking clients., • Collaborate closely with account teams and solution architects to shape proposals, presentations, and strategic roadmaps., • Identify and open new opportunities through trusted advisor relationships and strategic insight., • Thought Leadership, • Represent the firm as a thought leader in the retail and commercial banking space through whitepapers, industry events, webinars, and roundtables., • Monitor industry trends, regulatory changes, and innovation to ensure our offerings remain cutting-edge and relevant., • Solution Development & Offerings, • Partner with platform teams (Salesforce, Microsoft, Cloud providers) to co-create targeted financial services solutions aligned with client needs., • Provide subject matter input into the development of new service offerings and go-to-market strategies., • Consulting & Advisory Support, • Advise clients on transformation strategy, digital operating models, customer engagement, and back-office modernization., • Lead or support delivery teams with insights and direction grounded in real-world banking experience. QUALIFICATIONS • 10+ years of experience in retail and/or commercial banking, ideally including time spent in consulting or advisory roles., • Proven success in client-facing roles, including business development, pre-sales, or solutioning., • Strong understanding of digital transformation trends, including core modernization, open banking, customer experience, and embedded finance., • Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support data-informed task execution., • Familiarity with AI-enhanced platforms is a plus., • A solid understanding of AI capabilities and limitations including ethical considerations is expected, • Experience with industry platforms and ecosystems (Salesforce, Microsoft, major cloud platforms)., • Excellent communication skills with the ability to engage C-level executives. Disability Accommodations: Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us. Applications will be accepted until the position is filled or the posting is removed. The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $103,584 to $209,800 . Please note that the salary range posted reflects the base salary only and does not include benefits or any potential equity or variable bonus programs. Information regarding the benefits available for this position are in our benefits overview. #LI-MG1 #LI-NYC #LI-Retail Banking #LI-Commercial Banking #LI-Banking ABOUT US Perficient is the global AI-first consultancy. Our team of strategists, designers, technologists, and engineers partners with the world's most innovative enterprises and admired brands to deliver real business results through the transformative power of AI. As part of our AI-First strategy, we empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what's possible - while building a career filled with growth, balance, and purpose. ABOUT THE TEAM Our Financial Services team provides expertise to our renowned clients to accelerate their digital transformation. We have the industry experience and capabilities to transform and power financial services firms with modern technology and digital solutions. The breadth of our services helps drive process improvement, enhance the client experience, and deepen relationships faster.

Lead and direct the category review process through the 3-call process while engaging with cross-functional teams to provide a complete category management solution. Work closely and often with clients and business managers by setting up regular meetings to become a trusted advisor. Category Managem

A bachelor's degree in Accounting, Finance, Economics or Business with 3+ years of relevant experience working at a financial services company or comparable experience working as an advisor to a financial services organization; or a master's degree in business administration (MBA) with 2+ years of r

A bachelor's degree in Accounting, Finance, Economics or Business with 3+ years of relevant experience working at a financial services company or comparable experience working as an advisor to a financial services organization; or a master's degree in business administration (MBA) with 2+ years of r

The Customized Assistance Service is recruiting for one (1) Computer Systems Manager M III to function as the Executive Director, Office of Business Strategies and Solutions, who will: - Serve as CAS's principal advisor on all technology and system-related issues including serving as CAS's designee

TRS is seeking a seasoned and strategic Chief Information Security Officer (CISO) to lead and elevate its Information Security and Business Continuity programs. Chief Information Security Officer. Serve as a technical and trusted advisor on Information Security and Business Continuity to IT, Legal,

Finance Manager, Business Planning and will interact directly with multiple teams across Commercial Sales, Commercial & Portfolio Finance, and Commercial Excellence to develop and implement commercial and financial plans that will deliver the growth ambition targets. Key thought-partner and advisor

Citi Wealth - Wealth Relationship Manager - Utopia Branch. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremen

Lead the Wealth Platforms & Experience organization within Private Wealth, developing and executing a comprehensive digital transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. The Head Of Private Wealth Platforms & Experience will be a tr

As an HR Business Advisor at Bloomberg, you'll be a key member of our Human Resources Business Partnering function, working with HR Business Partners, focused on providing support to team leaders and mid-level managers across the organisation. Human Resources - HR Business Advisor - New York. Partne

In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Partners with financial cent

Business Development: Serve as a trusted advisor and thought partner to senior client stakeholders in pharma and biotech, proactively identifying their unmet strategic needs. Lead new service development and thought capital initiatives to expand the Pharma and Biotech team's offerings in pricing, ac

This is a new business development role in which you'll leverage a consultative sales approach, positioning yourself as an expert in cybersecurity education and serving as a strategic advisor to C-Level & Executive leaders of organizations throughout the US, emphasizing the importance of building a

The Junior HR Business Partner (HRBP) role serves as a strategic advisor to firm and department leadership, providing support on HR policies, talent management, employee relations, and organizational effectiveness. Coordinate with HR centers of excellence, including recruiting, talent assessment and

As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you.You have maximum autonomy to grow your client base and serve your clients.You are responsible for identifying prospect needs, communicating how you and Far

Marsh McLennan Agency (MMA) is seeking a Senior Compliance Officer to serve as a trusted advisor to business colleagues on regulatory, risk, compliance and ethics issues relating to MMA's regulated insurance brokerage businesses. The Senior Compliance Officer will cover an array of issues and will s

We’re looking for a PayPal Technical Support Advisor to perform responsibilities as a Technical Support Advisor.Deliver outstanding service to customers and colleagues.Stay adaptable to changing priorities and business needs.Perks include competitive pay, flexible scheduling, training opportunitie

The Senior Tax Advisor will provide tax advice to, assist in providing tax advice to and manage tax risk associated with certain business units in Global Markets, Global Banking and Global Wealth and Investment Management business units. The Senior Tax Advisor will review new products and services t

The Tax Director & Counsel is a strategic advisor to the tax team and our customers, ensuring compliance with complex US federal, state and local tax laws, and ensures Diageo's US tax posture remains defensible and aligned with business goals, and stays ahead of legislative and regulatory changes. T

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At

Citi Wealth - Wealth Relationship Manager - 399 Park Ave. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain increment

Saama (A Carlyle Portfolio Company) is looking for a client partner to manage customer in Insurance property and casualty space. If you possess a solutions mindset, strong management skills, and commitment to be part of a tremendous journey, join our growing, global team. See what Saama can do for your career and your journey. Key relationships: • Client Executives (C-Suite, SVP/VP, Directors), • Sales/Pre-Sales Executives, • Product/Client Implementation Teams, • Operations support teams at Onsite and Offshore, • Department/Functional Heads, • Product management and Engineering, • Client organization: account management & delivery Responsibilities: • Develop and maintain a high level of Saama solution & market knowledge to help customers succeed with Saama’s solution offerings, • Research potential clients and solicit customers for Saama Solutions., • Weekly territory/business development and prospecting new leads and territory sponsors, • Qualifying the opportunities in the sales stages, • Front line contact with customers, prospects & leads, and responsible for a quarterly revenue goal, • Regularly develop & submit accurate forecasts and reports as required, • Possess a strong understanding of Saama's solution and competition in the industry and positioning, • Ability to develop a territory management strategy, identify and develop sales leads, present capabilities, • Ability to coordinate information in order to develop relationships with internal and external clients, • Thorough knowledge and understanding of the industry, the company, and functional areas in order to strategically generate leads, • Excellent organization and time management skills in prioritizing daily activities and responsibilities with focus on target, • Ability to multitask in a fast paced environment Excellent problem solving skills, • Able to perform successfully under pressure while prioritizing and handling multiple projects or activities, • This role requires independent travel up to 30%. Requirement • Bachelors or Masters in sales or related field., • 15+ years of relevant experience in client relationship and engagement management roles (including client success roles) in data and analytics space., • Experience in closing new deals in Insurance (property and casualty) segment. Primary Responsibility to ensure that the client gets the desired value out of the relationship with Saama, • Owns a Revenue Target for the year and works with various internal teams (Sales/Product/Delivery/Practices) to ensure that the targets are met., • Proactively manage any escalations or issues related to project execution to mitigate risks to customer delight and billings, • Create 30-60-90 day Account Management Plans that cover a range of topics from current state of the engagement to upcoming Business Development opportunities, • Conduct Business Reviews in partnership with Executive Sponsor on a quarterly basis, • Showcase Saama’s point of view as a thought leader in the Data & Analytics space., • Be the Point person for the client in case of any questions/concerns that might arise with respect to the overall relationship with Saama, • Work on being a ‘trusted advisor’ to the clients, • Expected to be client’s first point of escalation and should be able to address those issues in the best interest of the client Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment, including but not limited to, computers, phones, and photocopiers. Physical Demands This position requires the frequent and repetitive use of a computer, keyboard, and mouse. Hand and finger dexterity is required. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. EEO Saama provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation, and training.

Job DescriptionSalary: $30.00 - $34.00 per hour This is a temporary/seasonal position - from November 2025 to April 2026. A career with Northwestern Mutual Park Avenue brings mutual success. When you bring your talent, hard work, and commitment to excellence, we offer the training, mentorship, and resources to help you achieve your vision and discover your potential. Our Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help get them there. Our Network Office team supports those Advisors and provides the critical systems & resources needed for them to achieve their entrepreneurial dream. The Bookkeeper position is responsible for the day-to-day accounting function of the office, which includes network office risk and wealth management revenue and expense components. This includes the financial functioning of both the network office and district offices within the agency. Responsibilities • Be the primary point of contact for Network Office & District Network Office advisor compensation and financial account related inquires., • Generate credit card transaction templates and work with credit card holders to categorize expenses, gather receipts, and supply expense business purpose statements., • Liaison between the Centralized Accounting Services team and the Network/District Offices., • Ensure Commissions charges are accurately charged on a bi-monthly basis for Network and District Office(s)., • Own the management of accounts payable and filing of bills for CAS payment processing and oversee vendor relationships., • Process and administer 401k payments/contributions for all enrolled staff members., • Own the physical printing of checks for financial representatives and accounts payable., • Serve as the point person for finance department mail received and sent and finance office supplies., • Manage accounts receivable: Monitor financial representative indebtedness, process collection as necessary and bring forth debt write off recommendation to CFO., • Prepare financial reports by collecting, analyzing and summarizing accounting for information., • 1099 processing and mailing., • Ensure loans are accurately processed and requested between all network and district office levels. Qualifications • Bachelor's degree, preferably in business or an equivalent combination of education and progressively responsible work experience., • 0-5 years of experience in a position that involved processing and/or working with financial transactions for bookkeeping purposes, preferably in a financial services organization., • Proven Finance experience or training., • Ability to be led and work collectively in a fast-paced team environment., • High degree of initiative., • Superior written and oral communication skills., • Demonstrated use of time management and organizational skills., • Ability to take independent action to make sound decisions., • Knowledge of computer technology, hardware and software including Microsoft Excel., • Ability to be diplomatic, flexible and open minded. About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Build strong relationships with clie Specialist, Customer, Strategic Advisor, Business Services.

Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services. Communicate client needs to support partners as appropriate. Ensure client satisfaction by understanding needs of all business clients, Homeowners A

We are seeking an experienced Conflicts Officer to join our Compliance Control Room at TD Securities. Serve as an advisor to the business, legal, and compliance stakeholders on complex conflict scenarios. Mentor, train, and guide junior team members, fostering a culture of compliance and continuous

Senior Wealth Advisor SAFE Act - 200 Park Ave. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Solid knowledge of market risk issues, insurance brokerage, account management, servicing and sales skills.

As an M&A Advisor, you'll own and manage a book of deals that range in size from $100K to $10M+. Our advisors service small business acquisitions with the same level of sophistication as sell-side investment banks, while also providing a world class experience for owners who are likely going through

Associate, Credit Risk Management - Securitized Products Group. Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the

In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Knowledge in analyzing and c

Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.Our employees support numerous activities such as Product Controllership, Profit & Loss (P&L) analysis, Regulatory Reporting, Digitization, Business Management, Capital Requirements and Sou

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Citi Wealth - Wealth Relationship Manager - Brooklyn - Bilingual (Russian / English). Identify, build and deepen rel

Goodwin Procter seeks an experienced Science Advisor/Patent Agent with 2-4 years' experience to join our Life Sciences Business Unit and Intellectual Property Transactions & Strategies Group. This is an exciting opportunity for candidates with a deep scientific background and a passion for innov

Develop strong, value added relationships with business partners in order to establish Sourcing as a trusted strategic advisor. Recommend and implement category specific sourcing methodologies and processes to achieve Voya's enterprise objectives and specific business unit's strategic plans. Create

Blueground Business Accounts - Account Manager. We are looking for a driven and ambitious Business Accounts - Account Manager to join our Blueground for Business team in New York, NY. You'll act as a trusted advisor and strategic partnercultivating relationships, identifying new business opportuniti

Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team. Our employees support numerous activities such as Product Controllership, Profit & Loss (P&L) analysis, Regulatory Reporting, Digitization, Business Management, Capital Requirements and So

Manager Financial Planning & Analysis. The Manager of Financial Planning & Analysis (FP&A) will play a pivotal role in advancing GSUSA's financial strategy through thoughtful portfolio management and strategic business partnership. As a trusted advisor to senior leaders, including teams such as Tech

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Busi

Manages the value proposition development process for prospective clients to include requests for information, proposal and presentation development, as well as developing and maintaining sales content for use in business development activities. The Business Development Specialist Advisor assists th

The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger Private Wealth Management business. Additionally, the candidate will provide comprehensive and client service support to the wealth advisor's high net