- Publicis Groupe (New York, NY)
- …the responsibility of leading a team and providing outstanding leadership to the assigned client while achieving the agency's financial goals for the client . ... more at https://www.marsunited.com/. **Overview** We're looking for a Senior Vice President, Client Leadership to lead several clients across our network. The SVP… more
- Incubeta (New York, NY)
- …business and media objectives. + Financial Management: Oversee the financial health of client accounts, including budgeting, forecasting, and ensuring ... account leader to deliver exceptional service to our clients. Reporting to VP, Client Success, you will be key in retaining, growing and diversifying the value… more
- KeyBank (Plattsburgh, NY)
- …Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2… more
- Truist (New York, NY)
- …for portfolio and clients in sector 3.Responsible for gaining understanding of client 's strategy, financial objectives, risk tolerance and desired outcomes / ... for developing strategic client plan to address client 's strategic and financial objectives leveraging the expertise and solutions offered across our… more
- M&T Bank (New York, NY)
- … Managers, Custom Credit, Investment Advisors and Trust Officers to assess client 's current financial situation, goals and objectives to determine solutions ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring...through the financial planning process. Prioritize short term and long term… more
- Citigroup (New York, NY)
- …reporting of control issues. **Qualifications:** + **8-12+ years** in Markets Operations, Client Service, or related roles within financial services, with ... an experienced Operations Relationship Manager to own and elevate the end-to-end client service experience for our highest-intensity platinum clients across cash and… more
- Allied Universal (Syracuse, NY)
- … client and employees + Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide ... part of the excitement! Allied Universal(R) is hiring a Client Account Manager. This position is responsible for the...the day-to-day event operations and staffing of an assigned client site + Manage a team of event supervisors… more
- JPMorgan Chase (New York, NY)
- …vision will be instrumental in crafting solutions that simplify complex financial journeys, strengthen client -advisor relationships, and deliver measurable ... future of private banking for US clients at the world's premier global financial institution? We're seeking an innovative Experience Design Vice President to lead… more
- M&T Bank (Hauppauge, NY)
- … Managers, Custom Credit, Investment Advisors and Trust Officers to assess client 's current financial situation, goals and objectives to determine solutions ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring...through the financial planning process. Prioritize short term and long term… more
- SMX (Albany, NY)
- …training efforts to communicate and implement enhanced analytic capabilities. * Identify client financial analytic pain-points and propose solutions to address ... and business intelligence (BI) development team supporting our federal customer's financial dashboard and reporting system. This is an **exciting opportunity for… more