- City National Bank (New York, NY)
- …estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the ... acquisition of new assets under management . WHAT WILL YOU DO? * Develop and implement...smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and… more
- Pegasystems (New York, NY)
- …industry. You have a good foundation in pipeline development, strategic planning, account management , forecasting and consistent achievement of defined sales ... Pega:** + Manage hire, train, and mentor new and existing Sales Executives ( Account Executives and Client Success Managers) + Develop effective measures and maintain… more
- Pegasystems (New York, NY)
- …industry + Stable and progressive history of quota achievement + Solid foundation in account management , radiation and pipelining + Knowledge of BPA, DPA, RPA, ... disruptive evolution of the software industry as a Strategic Account Executive. Every business/industry/company is looking to modernize the...CRM and Case Management enterprise software solutions + Experience working with large… more
- Janus Henderson Investors (New York, NY)
- …snacks and all employee Happy Hours Must have skills + Minimum 5-10 years account management experience in the mutual fund/financial services industry required + ... you! Your opportunity You will be responsible for all aspects of relationship management and sales coverage of Private Banks, Trust companies, and some RIA's and… more
- Bank of America (New York, NY)
- …and a Certified Treasury Professional certification or equivalent preferred **Skills:** + Account Management + Business Development + Client Management ... is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and...of bank structures + Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables… more
- Deloitte (New York, NY)
- …experiencing times of disruption or looking to improve company performance, many management teams are already at capacity. As part of Deloitte's Performance ... our broader Strategy & Transactions practice, Turnaround & Restructuring (T&R) helps management teams in many ways. They have specialized knowledge of specific… more
- Deloitte (New York, NY)
- …career at Deloitte! Work you'll do As a Senior Consultant (Business Analyst /Configuration Lead) within our practice, your responsibilities will include: + Leading ... the configuration and implementation of Project Management Information Systems (PMIS) to optimize client project delivery + Analyzing client needs and objectives to… more
- City of New York (New York, NY)
- …and pre-tax programs such as Deferred Compensation, IRA, and a flexible spending account . ADMINISTRATIVE STAFF ANALYST - 10026 Qualifications 1. A master's ... accounting, business or public administration, public health, human resources management , management science, operations research, organizational behavior,… more
- Oracle (Albany, NY)
- …from requirement intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, Business ... Analyst , Integration Specialist, QA, etc.) and contribute to strategic...for the department or function in collaboration with senior management . + Drive the deployment of Customers workloads to… more
- Trustco Bank (Schenectady, NY)
- …credit card documentation, and travel reimbursements in collaboration with the market data analyst . + Project Management : Act as project lead for special ... package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous… more