- KeyBank (Cohoes, NY)
- …assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth and client retention. This person will serve as a ... including distributions and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage… more
- Publicis Groupe (New York, NY)
- …required + Uses knowledge of advertising and digital media to deliver client -specific analyses including: campaign performance projections and analysis , customer ... solutions + Identification, assessment, and managing implementation of technologies relevant to client 's business + Acts as primary day-to-day contact on… 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
- First Horizon Bank (New York, NY)
- …and collaboratively track success to plan throughout the fiscal year. + Understand client business goals, environments, strategies and industry trends to become ... initiatives + Partner with Relationship Managers to develop annual business plans that include prospect and client ...First Horizon Treasury Management Services value proposition + Prepare analysis pro forma and sales proposals for client… 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
- Highmark Health (Albany, NY)
- …the Underwriting department and applies actuarial techniques and statistical analysis to several functions, including insurance premium and pricing development, ... claim trend analysis , experience studies, medical economics, profitability analysis ,...studies, predictive modeling, benefit benchmarking, claim reserving and strategic client support that is both client facing… more
- KeyBank (Albany, 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
- 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
- Sprinklr (New York, NY)
- …lead and Sprinklr subject matter expert. It is responsible for working with our client 's business functional areas to deliver technical solutions in the form of ... a case for the recommended solutions with a detailed analysis of risks and return on investment (ROI). The... and product, and help acceleratecustomer deployment and ongoing business outcomes + Delivers upon client -specialized key… more
- JPMorgan Chase (New York, NY)
- …Alternative Investments value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern ... + **Define Product Strategy** : Sets product vision connecting client / advisor needs with business goals.... analysis , including build vs. buy. + **Understand client and advisor needs.** Develop a detailed… more