• Financial Solutions Advisor - Northport Financial…

    Bank of America (Northport, NY)
    …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
    Bank of America (10/03/25)
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  • Transition Specialist Representative - Long Island

    Paycom Online (Melville, NY)
    …requirements to all clients to ensure perfect first payrolls + Ensures documentation of client processes and account notes are logged timely within Paycom ... leads the Paycom implementation by partnering with Outside Sales Reps, Client Relations Representatives (CRR), Paycom Specialists (PSD), and New Client… more
    Paycom Online (09/26/25)
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  • (Senior) Data Team Lead

    IQVIA (New York, NY)
    …and track change orders to completion. + Participate in pricing discussions across customer account . + Serve as Project Manager for single service DM projects, ... of Data Team Lead (DTL), Program Lead, Customer Site Manager , and/or a leadership role in a specific CDM...policies, and, where available, CDM guidance documents. **Essential Functions** Client Management: + Serve as primary point of contact… more
    IQVIA (08/01/25)
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  • Senior Investment/Portfolio Analyst

    Raymond James Financial, Inc. (Locust Valley, NY)
    …analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides ... professional support to Financial Advisors by preparing industry and company...information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion… more
    Raymond James Financial, Inc. (09/13/25)
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  • Senior Managing Consultant, Program Management,…

    Mastercard (Harrison, NY)
    …we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, ... the Center of Engagement across all stakeholders within Mastercard and the client 's organization. Roles and Responsibilities You will manage a portfolio of projects… more
    Mastercard (10/03/25)
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  • Government Program Sales Specialist, Acute Care…

    Medtronic (New York, NY)
    …effective sales strategies that maintain the existing base of business and support the close of competitive and revenue growth opportunities. + Probe, develop, ... application consultation, drive value messaging, as well as clinical support . + Lead in the coordination and support...understanding of related programs and value-added offerings. + Utilize Account Rep and Clinical resources in an efficient and… more
    Medtronic (09/09/25)
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  • Senior Vice President, Platforms Operations Lead

    Publicis Groupe (New York, NY)
    …the change-management needed for the successful adoption of the product. + Support client facing communication and presentations regarding the platform, but ... adoption of Publicis Platforms, including the Growth OS, to support business growth, maintain client satisfaction and...and manage market training and support + Support with the creation of custom account … more
    Publicis Groupe (09/05/25)
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  • Capital Markets Managing Director I-Sales (IC)(F)

    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
    PNC (09/16/25)
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  • National Sales Director - Digital Retail

    S&P Global (NY)
    …and must be able to travel to our Detroit, MI office and prospect / client account locations to support sales and marketing initiatives regularly. Candidates ... S&P Global Mobility is looking for an experienced sales manager and business development leader to contribute to the...market dynamics affecting the performance of each prospect / client account . . Understand the competitive landscape… more
    S&P Global (09/13/25)
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  • Trust Advisor II - Personal Fiduciary Services

    Comerica (New York, NY)
    …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... direction; evaluates accounts for completeness and accuracy, monitors and reviews account transactions, responds to incoming correspondence and any other client… more
    Comerica (07/19/25)
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