- JPMorgan Chase (New York, NY)
- …bulletins, webcasts and industry events. + Travel is essential to effectively partner with client advisor teams, enabling the delivery of insights to a wide ... and external data across various platforms to identify behavioral trends among client segments. + Research savings and spending behaviors to develop strategic… more
- Publicis Groupe (New York, NY)
- …**Qualifications** + 8 years of account management experience + Account team leader/senior client advisor + Project management expert + Experience in a ... growing team. This critical account role is a key client partner leading a variety of workstreams and will...and on-time work. + Act as a primary day-to-day client contact across several large-scale projects, managing the … more
- APTIM (New York, NY)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... Intelex, Sphera, Velocity) + Collaborate on solution design by analyzing client business needs, evaluating competing configuration strategies, and contributing to… more
- JPMorgan Chase (New York, NY)
- …digital products and services specifically tailored for US clients, strengthening client - advisor relationships while reducing complexity in their financial ... adhering to the firm's data sharing principles of security, client control and convenience, and privacy. **About the Role**...As the Experience Design Vice President for our US Client -facing digital offerings, you will be a key leader… more
- JPMorgan Chase (New York, NY)
- …product leader on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to ... help both the client and Wealth Management business grow. You enjoy shaping...help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market… more
- IBM (New York, NY)
- …Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor . IBM is committed to creating a diverse environment and is proud ... business. Your primary responsibilities will include: . Product Demonstration: Creating client facing demos for the following products - watsonx.gov, watsonx.ai,… more
- IBM (New York, NY)
- …Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor . IBM is committed to creating a diverse environment and is proud ... business. Your primary responsibilities will include: . Product Demonstration: Creating client facing demos for the following products - Guardium "One", Guardium… more
- JPMorgan Chase (New York, NY)
- …+ Develop detailed operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such ... detailed operating models for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office) + Work… more
- JPMorgan Chase (New York, NY)
- …Leader to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings + Submit and monitor fee schedules and billing + Manage ... Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues… 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 ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis.… more