- JPMorgan Chase (New York, NY)
- …Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. Assist advisors with client proposals. + ... service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business.… more
- JPMorgan Chase (New York, NY)
- …Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a Supervisory Manager, you will be ... account reviews to ensure investment suitability and compliance. + Conduct comprehensive Advisor book reviews to identify trends and areas for improvement. +… more
- Palo Alto Networks (New York, NY)
- …The healthcare architect will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos most strategic healthcare ... provider clients. The healthcare advisor should be very comfortable in creating content, collateral,...+ Strong work ethic and ownership of company and client goals/objectives, focused on understanding, meeting, and exceeding customer… more
- Sprinklr (NY)
- …a **Technical Success Manager (TSM) - Core** you will be a trusted advisor responsible for driving adoption, value realization, and long-term success for Sprinklr's ... Listening, Paid Ads, Marketing Analytics. + Act as the primary advisor on platform architecture, user journeys, tagging schemas, and governance frameworks.… more
- BlackRock (New York, NY)
- …portfolios using quantitative techniques (optimization) . Explain complex information during client and prospect meetings in an easy-to-understand manner . Partner ... investment topics that strengthens internal knowledge and enables our client -facing team to more thoughtfully and efficiently support clients...CFA, CFP, JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth… more
- JPMorgan Chase (New York, NY)
- …be achieved through a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to ... Private Bank. This role also oversees the end-to-end platforms/products, from client -facing applications to point-of-sale (POS) and loan origination (LOS) products,… 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
- Johnson, Mirmiran, and Thompson Inc. (New York, NY)
- …assignments as necessary to accomplish the goals and objectives defined by the client , (2) ensuring work is performed and completed in strict accordance with the ... contract documents, (3) acting as a technical advisor to the Owner and other team members, (4)...We are 100% employee-owned (ESOP) and offer outstanding health care coverage and other benefits, including: + Affordable Medical,… more
- JPMorgan Chase (New York, NY)
- …exceptional analytical skills, and the ability to cultivate and maintain senior-level client relationships. **Job Summary:** As an Executive Director for our High ... analytical skills, and the ability to cultivate and maintain senior-level client relationships. **Job Responsibilities:** + Lead and oversee the execution of… more
- EPAM Systems (New York, NY)
- …with internal sales and marketing teams, as well as external partner and client marketing teams + Serve as a liaison to EPAM's Delivery Organization, Business ... Collaborate with Google Cloud to develop business strategies that successfully achieve client business goals + Drive joint opportunities and source partner pipeline… more