- Raymond James Financial, Inc. (New York, NY)
- …of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation of testing in ... branch exam system and related work papers + Ensure prescribed sample methodologies are used and resulting sample sizes provide an adequate reflection of the activity being tested + Use professional judgement to know when to "ask the next question" as… more
- Wells Fargo (New York, NY)
- …through geographically dispersed but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and service ... Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed to: +...excellence designed to: + Shorten the distance between the client request and the product or service delivery +… more
- City National Bank (New York, NY)
- …for client presentations. * Create and prepare customized presentations for specific advisor and client meetings * Print and bind client presentations ... *PORTFOLIO DESIGN ANALYST* WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth… more
- iHeartMedia (New York, NY)
- …using iHeart's podcast, streaming, and radio platforms. + Serve as a trusted advisor for client -specific digital strategy, with a focus on closing business. ... you'll be embedded in the sales process - joining client conversations, co-developing custom campaign ideas, and training sellers...increase podcast and streaming revenue across markets. + Join client meetings as a subject matter expert to help… more
- Capgemini (New York, NY)
- …this role you will play a key role in: . Serve as a trusted advisor to client executives, shaping strategic roadmaps for contact center modernization, service ... to deliver cutting-edge solutions. Join us to drive transformation tailored to our client 's challenges of today and tomorrow. Informed and validated by science and… more
- Bank of America (New York, NY)
- …**Job Responsibilities:** + Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the ... alternative investments + Completion of or progress toward CFA/CAIA **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus +… more
- NTT DATA North America (New York, NY)
- …on S/4HANA, SAP ECC, and related SAP product suites and act as a critical client contact and strategic advisor throughout the sales cycle of SAP S/4HANA solution ... analysts, thought leaders, and SAP. + Establish credibility and relationships with client decision makers. + Facilitate pre-sale to post-sale account transition -… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to...operations. + Financial markets and products. + Effectively managing client relationships. + Strategic planning as part of … more
- JPMorgan Chase (New York, NY)
- …teams, as well as Legal, Risk, and Compliance. + Represent voice of the Advisor and Client experience when developing new technology, product, or platform ... enhancements + Drive requirements gathering, definition and documentation to the required levels of quality and specificity including capturing business needs, technical needs, dependencies, testing necessities and approvals + Quantify market opportunities to… more
- WTW (New York, NY)
- …assembling submissions, evaluating quotes and preparing reports for distribution to the client and their legal advisor , negotiating with underwriters regarding ... coverage terms, conditions, and pricing, developing relationships with producers and markets, and performing other duties as assigned. **The Role** The Associate Broker is primarily responsible for ensuring smooth underwriting processes. They are the colleague… more