- PNC (New York, NY)
- …Making, Financial Analysis , Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience ... needed to be successful in this position. **Preferred Skills** Book Of Business , Client Relationship Building, Credit, Credit Products, Customer Engagement,… more
- Bank of America (Melville, NY)
- …+ Project Management + Referral Identification + Sales Performance Management + Business Development + Client Experience Branding + Continuous Improvement + ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Citigroup (New York, NY)
- …help achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for ... on financial objectives, including a broad set of P&L goals by providing insightful analysis and strategic advice on financial business decisions and plans. +… more
- Bank of America (New York, NY)
- …coordinate all aspects of a transaction, from onboarding to the ongoing client / advisor experience. **Job Responsibilities:** * Partner with private equity/hedge ... business . **Skills:** * Analytical Thinking * Customer and Client Focus * Financial Forecasting and Modeling * Monitoring,...Monitoring, Surveillance, and Testing * Risk Management * Causation Analysis * Client Management * Market … more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... in own field and adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong commercial awareness is a… more
- JPMorgan Chase (New York, NY)
- …performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business -related analysis . + Presentation ... Solutions team, you will support the US Advisory Models business through a blend of analytical, client -facing,...key stakeholder- support relationships with the various US retail advisor sales channels; serve as primary point of contact… more
- AECOM (New York, NY)
- …technical resource, providing specialized input and serving as a technical advisor for teams as needed. + Coordinate project deliverables with interdisciplinary ... quality control reviews of design calculations, drawings, and documentation. **Technical Analysis & Design:** + Perform detailed evaluations of ground conditions to… more
- City National Bank (New York, NY)
- …relative to product design, enhancement, research, pricing/fees/profitability, implementation, analysis , reporting and performance. Product Management is an ongoing ... cycle. It begins with analysis of needs and opportunities, leading to product development....provides product documentation and training; and serves as technical advisor on matters concerning the designated product and/or product… more
- Citigroup (New York, NY)
- … client portfolio. + Collaborate with the sales team on new business pitches and proposals, providing market insights, client testimonials, and success ... is responsible for managing a portfolio of existing Depositary Receipt (DR) client relationships. This role demands a profound understanding of the Depositary… more
- Guidehouse (New York, NY)
- …methodologies to solve complex business challenges and drive measurable value. ** Client Relationship Management** + Serve as an advisor to senior ... for team members ** Business and Practice Development** + Drive business development initiatives, including proposal development, client presentations, and… more