- City National Bank (New York, NY)
- …full spectrum of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with client team. Utilize ... formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new...Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum… more
- Rallye Motor Company (Westbury, NY)
- …that may not be included on the repair order, and communicate to the Service Advisor . + Notify Service Advisor immediately if additional work is needed, if work ... and recommend/ perform repairs are completed. Communicate all discrepancies to the Service Manager . + Road test vehicles as required or refer to the inspection… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …+ Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial Advisors to research and ... customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to forecast team revenue… more
- Bank of America (New York, NY)
- …business cases, securing, and executing technology projects to optimize client/ advisor experience * Delivering exception client/ advisor experience through ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Bank of America (New York, NY)
- …all aspects of a transaction, from onboarding to the ongoing client/ advisor experience. **Job Responsibilities:** * Partner with private equity/hedge fund ... team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues between… more
- LandPro Equipment LLC (Falconer, NY)
- …Process -Apply Today Position Specifics: Department: Service Reports To: Service Manager or Location Manager Supervises: None Compensation & Benefits: ... May require some direction or guidance from the Service Manager , Location Manager , Shop Foreman, or senior...repair of turf equipment + Ability to use Service Advisor and basic computer functions + Ability to operate… more
- LandPro Equipment LLC (Batavia, NY)
- …Position Specifics - Road Technician: Department: Service Reports to: Service Manager or Location Manager Supervises: None Purpose: Independently performs ... May require some direction or guidance from the Service Manager , Location Manager , or Shop Foreman. Responsibilities:...equipment used for diagnostic purposes Ability to use Service Advisor and basic computer functions Ability to lift at… more
- IBM (New York, NY)
- …Lead the architectural design of complex solutions using Adobe Experience Manager , Analytics, Target, Campaign, and other Adobe products. * Strategic Consulting: ... and maintain strong, long-lasting customer relationships. Serve as a trusted advisor to clients, providing them with cutting-edge Adobe solutions. * Documentation… more
- Google (New York, NY)
- …current and future business opportunities for our partners by building trusted- advisor relationships with C-Suite and executives at partner organizations, is ... set-up and optimize their use of the Google Ad Manager (GAM) platform to drive new and existing programmatic...Google . **Responsibilities:** + Act as as Google Ad Manager platform programmatic expert for media partners, providing specialized… more