- City National Bank (New York, NY)
- …accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly ... Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or...the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) *… more
- VISTRADA (New York, NY)
- …expertise and a flexible team structure allowing agility and responsiveness to support client 's evolving needs. Our company operates nationally today with ... planning). + Lead and manage a team of security analyst (s) providing oversight, direction, expertise, and mentoring. + Provide...questions and concerns, and identify and align services with client 's needs. + Support statements of work,… more
- US Bank (New York, NY)
- …markets** **development program analyst ,** **you'll** **:** DCM analysts directly support senior professionals in their client coverage and deal execution ... we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our… more
- Publicis Groupe (New York, NY)
- …with iconic brands on their marketing transformation journey. You will help enable the client to future-proof their business, whilst also being part of a Power of ... Social, and Influencer capabilities to deliver efficiency, improve effectiveness, and fuel client growth. **Responsibilities** + Lead the rollout of Growth OS across… more
- S&P Global (New York, NY)
- …process, research, cash flow, credit, legal, and structural analytics, and client -facing activities for new issue ratings and surveillance of Non-traditional ABS ... blends proven leadership, research, quantitative and qualitative analytical skills, client -facing interactions, and project management. Daily tasks include leading… more
- Wolters Kluwer (Colonie, NY)
- …with the necessary tools and materials to sell our products effectively. + ** Analyst Support :** create differentiated messaging & materials for analyst ... the competition while reinforcing customer value. You also will support the sales and client service teams...success functions + Understanding of SaaS products and their application in business + Working with marketing enterprise software… more
- Warner Bros. Discovery (New York, NY)
- …contract renewals with P&C partner team. + Oversees and develops professional/ support staff; specifically Comp Manager and Analyst roles. **Qualifications ... be responsible to influence/define and implement the Business Unit ( client ) compensation strategy within the broader organization compensation philosophy/strategy… more
- Stantec (New York, NY)
- …passionate, collaborative, and results-driven team. As part of our US Northeast HR Client Services (HRCS) team, you will be supporting 350+/- leaders and employees ... will need to wear several hats, be a trusted advisor, strategist, consultant, analyst , change agent and coach. Sit alongside and collaborate with business leaders to… more
- Deloitte (Jericho, NY)
- …services for companies that streamline their process and increase efficiency; leveraging numerous applications . This is a unique opportunity for you to join a team ... Tax LLP in a variety of way, including: + Client Management: Participate in the day-to-day interactions with ...in the efficiency of tax and legal departments. + Support : Provide training and software support around… more
- Capital One (New York, NY)
- …platform and technology solutions based on your comprehensive understanding of our client , capital markets operations, and sound risk management practices. + Work ... management partners in lending and treasury management to deliver more integrated client experiences and deepen client relationships. + Directly manage the… more
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