• Investment Portfolio Associate

    Raymond James Financial, Inc. (Locust Valley, NY)
    …payout. **Education** Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance **Work Experience ** Manager Experience - 4 to 6 ... identify client goals and tolerances. * Assists with developing individualized client investment strategy for Financial Advisor . * Responds to inquiries from… more
    Raymond James Financial, Inc. (05/09/25)
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  • Wealth Analyst I

    City National Bank (New York, NY)
    …with Microsoft Excel and PowerPoint *Skills and Knowledge* * 1 to 3 years of client facing job experience , experience in investments or other financial ... the full spectrum of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with client team.… more
    City National Bank (03/26/25)
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  • Consulting Director, Specialized Services,…

    Palo Alto Networks (New York, NY)
    …and enablement experience is strongly preferred + 10+ years of experience building, strengthening, and expanding long-term client relationships + Ability to ... service domains. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience… more
    Palo Alto Networks (04/12/25)
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  • Head of Media Relations

    Neuberger Berman (New York, NY)
    …the firm and its client offerings. He/she will also serve as an advisor to the firm's CEO and senior leadership, providing advice and counsel on all matters ... and stature of a respected and successful global investment manager , working as an integral member of an engaged...+ **Media Relations** + Serve as a strategic communications advisor to senior leadership and act as the firm's… more
    Neuberger Berman (02/14/25)
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  • Corporate Banking Managing Director - Healthcare

    Truist (New York, NY)
    …Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. **Essential ... talent, with appropriate focus on diversity. 9. Additional responsibilities on internal client management duties as specified by manager and team. **Required… more
    Truist (04/03/25)
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  • Specialized Industries - Sponsor Coverage Director…

    Truist (New York, NY)
    …and capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team. **Essential ... on return on equity. 9. Additional responsibilities on internal client management duties as specified by manager ...6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7.… more
    Truist (05/10/25)
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  • Managing Director, Commercial Banking (Specialty…

    BMO Financial Group (NY)
    …as needed to support successful syndication and sales. + Reinforces sales process and client experience , identifies gaps, issues and best practices. + Acts as a ... trusted advisor to senior leaders for making business decisions and...Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are… more
    BMO Financial Group (05/08/25)
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  • Lead Teller

    KeyBank (Poughquag, NY)
    …Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to- day ... York 12570 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...fight harder for them. **Responsibilities** + Embodies a strong client experience culture, being present with every… more
    KeyBank (05/15/25)
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  • Head of Intermediary Business Enablement…

    Neuberger Berman (New York, NY)
    …all aspects of our Intermediary (ie, bank, RIA, wire-house, etc) channel operations, client experience , data management, and channel growth. This role requires ... client value chain. + Manage and refine the comprehensive Intermediary client experience lifecycle (ie, from sales/marketing, client data collection,… more
    Neuberger Berman (03/04/25)
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  • Asset Management - Transportation Investment…

    JPMorgan Chase (New York, NY)
    …a first-class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant ... engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation… more
    JPMorgan Chase (03/20/25)
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