- Bank of America (New York, NY)
- …preferred, preferably in business. **Skills:** * Analytical Thinking * Customer and Client Focus * Financial Forecasting and Modeling * Monitoring, Surveillance, ... are guided by a common purpose to help make financial lives better through the power of every connection....functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all… more
- Capgemini (New York, NY)
- …in: + **Leading** the development and implementation of AI strategies to enhance financial services offerings + ** Client delivery including** : + Defining AI ... the creation and articulation of Capgemini's AI point of view for financial services through thought leadership, client briefings, and industry presentations.… more
- PSEG Long Island (Bethpage, NY)
- …("PYE"). + Partner, liaise and develop positive working relationships with primary client (LIPA), financial and operating areas and corporate department to ... and Reporting group. The Planning and Reporting group is responsible for managing financial results for the Long Island Power Authority ("LIPA") in accordance with… more
- Cushman & Wakefield (New York, NY)
- …and marketing + Work with the property and leasing teams to ensure that all client financial and leasing data is updated in the relevant systems in a ... review process including credit agency reports, reference checks, and financial /operating history + Participate in lease negotiations with asset manager… more
- City National Bank (New York, NY)
- …and process daily Outstanding Actions Report. * Maintain database that houses all client , Financial Advisor, and partner firm contact information including the ... IV works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for… more
- City National Bank (New York, NY)
- …provides information about Bank products and services that can enhance client 's financial position specifically through government guaranteed products. ... as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, City National Code of Conduct,… more
- ARAMARK (New York, NY)
- …statements for the district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance ... on growth, cost, and productivity, leading people, and delivering financial commitments. Whether focused on multiple sites for a...commitments. Whether focused on multiple sites for a single client or multiple clients, the key success measures of… more
- Nuveen Investments (Albany, NY)
- …including regulatory issues, liquidity needs and tax implications to devise customized financial plans. + Reviews client information, including financial ... a team who partners with clients to identify their financial goals, analyze their financial landscape and...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- LinkedIn (New York, NY)
- …Qualifications: + 10+ years in quota carrying roles working with large, complex client organizations + Experience in the financial services or professional ... prospective buyers on the benefits and value of these platforms for their client -facing and revenue organizations. In this role, you will focus on the Professional… more
- KeyBank (Ossining, NY)
- …is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will ... deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve… more