- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Private Equity Client Relationship Executive (Director) to join the team in New York, NY. About the Role : Private Equity client ... pursue new sales opportunities at prospects and select existing client accounts. + Build effective and collaborative relationships with...manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process.… more
- The ODP Corporation (Amherst, NY)
- **Overview** At Office Depot Inc., the Retail Team Lead is a part - time role providing "total solutions" to our customers encompassing Products, Technology, ... satisfaction. The Retail Team Lead will also be a part - time 'Key Carrier' for their location and...Print Services area to maintain efficient production and ensure client orders are completed correctly and on- time .… more
- Neuberger Berman (New York, NY)
- …the digital and client -centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the ... position NB's Private Wealth business as an innovator in client and advisor experience. + Own and...believe we would pay for this role at the time of this posting. We may ultimately pay more… more
- Edward Jones (Poughkeepsie, NY)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...over nine million clients. Our BOAs are a valued part of the client support team, and… more
- Principal Financial Group (Albany, NY)
- …integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
- CBRE (New York, NY)
- …- Talent Community Job ID 210510 Posted 10-Mar-2025 Role type Full- time Areas of Interest Facilities Management, Project Management, Transaction Management ... qualifications, we will reach out to you at that time . We are growing a world-class organization with a...Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship… more
- AON (New York, NY)
- …relationships, account strategies and insurance marketing activities. + Act as a trusted advisor to the client , in broking, designing, selling and servicing ... position: Aon offers a comprehensive package of benefits for full- time and regular part - time colleagues,...and insurance marketing activities. + Act as a trusted advisor to the client , in broking, designing,… more
- MUFG (New York, NY)
- …the next step in exploring a career with us and encourage you to spend more time reviewing them! **Our Culture Principles** + Client Centric + People Focused + ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...to be the world's most trusted financial group, it's part of our culture to put people first, listen… more
- Neuberger Berman (New York, NY)
- …Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ... client -facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes...believe we would pay for this role at the time of this posting. We may ultimately pay more… more
- Guardian Life (New York, NY)
- …balancing tactical execution with operational excellence in a regulated, client -focused environment. **Key Responsibilities** + Field Enablement Support: Assist in ... and execution of field and sales enablement marketing initiatives, including advisor training programs, marketing collateral, digital tools, and event support. +… more