- Wellington (New York, NY)
- …US wealth market. The product coverage team has two main objectives: PRODUCT DEVELOPMENT AND MARKETING Contributing to client growth and retention by ... extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions...The Investment Analyst will work as part of a product coverage team led by an Investment Director. This… more
- 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 ... portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated...product strategy and distribution strategy. + Accountable for client and RFP materials as well as internal marketing… more
- Wolters Kluwer (Albany, NY)
- …meets customer needs by identifying gaps/issues where current products do not meet client requirements; work with Product Managers to translate unmet client ... of CPA firms. You will report to the Divisional Manager , Field Sales. **Specific job responsibilities are outlined below:**... expectations on the timing, delivery and scope of product enhancements. + Improve TAA market share within the… more
- Tradesmen International, Inc. (Syracuse, NY)
- …for locating and bringing in new business, as well as maintaining Client relationships that increase the usage of Tradesmen International's services and workforce. ... **Qualifications:** Product -line, industry knowledge preferred - for example, plant maintenance,...new customer accounts to increase revenue including cold-calling and client management. Penetrate all targeted accounts and radiate sales… more
- JPMorgan Chase (New York, NY)
- …industry. Apply market knowledge and expertise in engagements and dialogue with client base + Successfully lead and execute consulting engagements from kick-off and ... recommendations with ability to conduct deep dive analysis and solutioning based on client 's needs and pain points + Create client -focused, customized, and… more
- Acxiom (Albany, NY)
- …improvement. **Facilitate Cross-Functional Collaboration** * Act as a trusted advisor to client marketing, sales, and product teams, fostering alignment and ... digital marketing impact. They will work as an integral extension of the client 's marketing team, contributing to the client organization's vision and success.… more
- CBRE (New York, NY)
- …world-class customer service experience to employees and guests of a designated client . This job is part of the Workplace Experience function. We are ... the team. Follow specific directions as given by the manager . + Impact through clearly defined duties, and methods...platform. The platform, which can be tailored to specific client requirements, features a robust mobile experience … more
- CBRE (Manhattan, NY)
- …invoices as needed. + Respond to customer requests and complaints about the experience services department. + Approve client materials. Ensure materials align ... or stop work if required. **As a Supervisor / Manager :** While adhering to all HSE requirements established for...platform. The platform, which can be tailored to specific client requirements, features a robust mobile experience … more
- Bank of America (New York, NY)
- …and lead internal processes. + Communicate and interact with both core and extended client team members from various product groups to build comprehensive ... ensure seamless client delivery. + Participate in client meetings, portfolio planning sessions and product ...Mathematics, Finance or related: and + 4 years of experience in the job offered or a related Finance… more
- City National Bank (New York, NY)
- …loan management process by providing credit and loan underwriting expertise. Is client facing and manages all aspects of credit relationships for clients. Provides ... credit product expertise in an advisory capacity and ensures all...risk ratings. * Perform monthly/quarterly and annual reviews of client 's condition including monitoring financial performance, risk rating, capacity… more