- CBRE (New York, NY)
- …opportunities; prepare market briefings and trend reports for internal teams and client engagements. + Oversee financial evaluation of developer opportunities, ... dynamics, and emerging opportunities across VPPAs, BESS tolling agreements, and other financial and physical power arrangements. You will represent CBRE Energy &… more
- IBM (New York, NY)
- …for measuring success of the transformation * Run value orchestration and create financial models showcasing the client 's investment and return on investment ... **Introduction** IBM Consulting is seeking a HR Client Zero Talent COC Strategy Practitioner within the...our AskHR HR transformation, which we call our "HR Client Zero Story". As the HR Client … more
- Sedgwick (Buffalo, NY)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Manager, Client Services | SIU **PRIMARY PURPOSE** ... : To manage accounts of multiple client service programs or single large national program; to...service programs or single large national program; to maintain client , client broker and key vendor relationships;… more
- AECOM (New York, NY)
- …the successful candidate will develop and execute the strategic growth plan for our Financial Services client base, including the development and execution of ... Planning** : Experience in developing and executing long-term strategies for financial growth and operational efficiency. + ** Client Relationship Management**… more
- Tompkins Community Bank (Pittsford, NY)
- …The Wealth Advisor III will create and deliver comprehensive wealth plans and coordinated financial strategies to align with each client 's goals and values. The ... across wealth management disciplines (investment, banking, trust, insurance).. + Deliver personalized financial planning by uncovering client goals, values, and … more
- Publicis Groupe (New York, NY)
- …solution-oriented approach are essential in this fast-paced environment. **Responsibilities** + ** Financial Oversight & Reporting:** + Manage client financials ... for our clients, and to do it all with #phmlove. **Overview** The **VP, Client Operations** will oversee operational efforts for a client business, ensuring… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more
- KeyBank (Tarrytown, NY)
- …Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client 's goals in a financial plan. + Develops and maintains an ... Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing,...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- Ankura (New York, NY)
- …grow accounting teams of various skill levels. + Oversee and/or contribute to client annual external financial statement audits. + Implement improved processes ... and greater transparency into cash flow reporting and forecasting. + Financial Reporting: Design external financial reporting and management reporting… more
- Tompkins Community Bank (Mount Kisco, NY)
- … client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client 's goals and values. This ... and insurance disciplines to deliver a seamless and holistic client experience. + Deliver personalized financial planning...and holistic client experience. + Deliver personalized financial planning by uncovering client goals, values,… more