- Wellington (New York, NY)
- …US wealth market. The product coverage team has two main objectives: PRODUCT DEVELOPMENT AND MARKETING Contributing to client growth and retention by assessing ... and Morningstar is a plus. + Automating workflows and collaborating on the development of client solutions and new investment approaches. + Integrating AI… more
- Cardinal Health (Albany, NY)
- …one or several countries across the globe. This job assists in preparing client reports and presentations and learns from experienced Scientists in order to develop ... its scientific writing and client -facing skills. **Location** - Open to candidates nationwide, fully...and presentations for clients. May serve as a project manager for smaller projects and ensure that team members… more
- Truist (New York, NY)
- …solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
- KeyBank (Syracuse, NY)
- …instruments including identification of power holders and dispositive provisions, and account activities to determine duties and responsibilities of Bank as Trustee ... of decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple,… more
- PNC (Madison, NY)
- …for a specific product(s) or transaction(s) and managing and developing select client relationships. Provides superior client experience. Ensures compliance with ... to our clients. + Provides appropriate solutions based on in-depth assessment of client objectives and market conditions. Develops and maintains client and/or… more
- Deloitte (New York, NY)
- Edge Architect (Specialist Master/ Manager ) AI & Engineering (Connected Edge) Join our AI & Engineering team in transforming technology platforms, driving innovation, ... data platforms. Our delivery models are tailored to meet each client 's unique requirements. Our Hybrid Cloud Infrastructure/Connected Edge team delivers specialized… more
- Publicis Groupe (New York, NY)
- …developing good work and enjoy our jobs and team. **Responsibilities** + Assist the Manager in development of digital media plan options and recommendations + ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...by applying a whole-person approach to professional and personal development , Spark develops a workforce that is well prepared… more
- Bank of America (Buffalo, NY)
- …are responsible for activities from sales through implementation, including client management, portfolio development , pricing strategy, and proposal/presentation ... development . + Client Engagement: Develop and maintain relationships with clients, identifying...to treasury products and services is preferred **Skills:** + Account Management + Client Management + Customer… more
- Wellington (New York, NY)
- …performance, and risk exposures. The individual will also contribute to the development of new investment strategies and client solutions, conduct market ... evergreen solutions across the risk spectrum, to meet the objectives of our global client base. We are seeking to recruit an Investment Specialist to join our… more
- Atlas (Albany, NY)
- …promotional literature, and/or unique client relationships. + May serve as a Client Account Manager (CAM) for key clients in his/her respective ... competitions, in conferences and technical paper presentations with the client 's staff. + Participates in the development ,...the client 's staff. + Participates in the development , planning and implementation of public relations programs at… more
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