- KeyBank (Tarrytown, NY)
- …and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... strategies based on the client 's financial goals, and by coordinating with the extended...Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred)… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... Management business is seeking a highly skilled and customer-focused data analyst with strong visualization and project management capabilities. The Strategy and… more
- BMO Financial Group (New York, NY)
- …and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. + Completes due diligence and credit ... client information. + Prepares credit documentation (ie including applications , memoranda, presentations, etc.) for internal and external stakeholders. +… more
- CBRE (New York, NY)
- …a candidate's education, training, and experience. The minimum salary for the Field Support Analyst position is $70,000 annually [or $33.65 per hour] and ... technical assistance to managers and other members of the application development team. + Support changes or...the maximum salary for the Field Support Analyst position is $90,000 annually [or… more
- S&P Global (New York, NY)
- …roadmap that aligns with the Ratings portfolio strategy, business objectives, and evolving client needs. You will guide the evolution of our content management and ... execution of our content strategy across practices-improving efficiency, consistency, and client experience. **The Team:** The Ratings division is dedicated to… more
- Publicis Groupe (New York, NY)
- …Paris FR0000130577, CAC 40], Publicis Media's digital-first, data-driven global practices deliver client value and drive growth in a platform-powered world. It is ... is expected to apply search mastery to deliver against client goals. The Paid Search Manager will work closely...is responsible for day-to-day management of the Paid Search Analyst , including both project management to ensure timely delivery… more
- Publicis Groupe (New York, NY)
- …Paris FR0000130577, CAC 40], Publicis Media's digital-first, data-driven global practices deliver client value and drive growth in a platform-powered world. It is ... The Manager is expected to apply social mastery to deliver against the client (s) goals. They will work closely with their Associate Director in the development… more
- Neuberger Berman (New York, NY)
- …Constantly seek opportunities to enhance customer satisfaction and strengthen client relationships. + Application Service Delivery Collaboration: Partner ... analyst or developer. + Project Delivery: Experience with complex enterprise application systems, distributed applications , web applications , or system… more
- BMO Financial Group (New York, NY)
- …completes / leads consistent and reliable technical and financial reports/analyses to support client deliverables. + Understands the complexity of transactions ... platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Participates in deal… more
- City National Bank (New York, NY)
- …Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience ... with client discussions/presentations, proficiency in financial planning software (eMoney), and...with advanced modeling through the Comprehensive Wealth Assessment. * Support the Wealth Strategy team by participating in external… more