- City of New York (New York, NY)
- …achieve their maximum functional capacity. Customized Assistance Services' Office of Business Strategies & Solutions (CAS/OBSS) is responsible for working with CAS, ... III to function as the Executive Director, Office of Business Strategies and Solutions, who will: - Serve as...and Solutions, who will: - Serve as CAS's principal advisor on all technology and system-related issues including serving… more
- Neuberger Berman (New York, NY)
- …stakeholders. **Requirements:** **Must-Have Requirements** + A minimum of 10 years of business analysis and project management experience, with a strong emphasis ... Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project… more
- KeyBank (Tarrytown, NY)
- …understanding of the client 's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, ... is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial… more
- Wells Fargo (New York, NY)
- …to business development efforts through training, consultation, and performance analysis . Wells Fargo is seeking a Lending Director within the Wealth and ... recommendations that shape companywide financial growth initiatives. + Drive complex business development strategies, leveraging market trends and advisor … more
- M&T Bank (New York, NY)
- …products for high-net-worth (HNW) and ultra-high net worth (UHNW) clients to meet client needs. Seeks opportunities to solicit new business by expanding wallet ... **Overview:** Supports the Custom Credit Advisor team in all aspects of existing and...schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis . + Respond to client questions and… more
- Broadridge Financial Solutions (New York, NY)
- …serving as a key point of contact and ensuring resolutions that balance client satisfaction with long-term business outcomes. Execution in Ambiguity: + Develop ... ability to collaborate effectively with engineering teams. + Proficiency in data analysis , business intelligence, and emerging technologies such as generative… more
- City National Bank (New York, NY)
- …providing analytical support to the Wealth Advisory Team (WAT). Through research, analysis , and coordination of accurate data and documentation, this person creates ... in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The… more
- Fortress Brand (New York, NY)
- …sharing knowledge and data, creating efficiencies, and looking at every aspect of our client 's business from a 360 perspective. We work effectively to give every ... client relationships as a strategic partner and trusted advisor . + Ensure that brand strategies not only meet...Promote collaboration and knowledge-sharing within the team. + Market Analysis And Optimization: + Stay abreast of industry trends,… more
- HUB International (New York, NY)
- …the senior leader of that function + Solid familiarity with investment advisor business activities + Experience developing, monitoring, and enforcing appropriate ... insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and… more
- KeyBank (Tarrytown, NY)
- …strategies to actualize client aspirations and further position Key as the client 's trusted advisor . + Interfaces with other Key Private Bank advisors and ... on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with… more