- TD Bank (Bronx, NY)
- …of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of ... will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their...client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable… more
- JPMorgan Chase (Brooklyn, NY)
- …+ Exhibit understanding of payments and client onboarding processes + Lead go-to-market and change management initiatives + Drive adoption of new ... including discovery, ideation, strategic development, requirements definition, and value management + Lead complex, multi-phase digital transformation… more
- Sharecare (Albany, NY)
- …Strategic Sales Director in the Lifesciences division, the Account Manager is a critical client facing team member who drives client satisfaction and revenue ... critical. + Clear, concise communication to internal teammates and clients/agencies + Lead cross-functional teams in support of client goals, including delivery,… more
- World Wide Technology (New York, NY)
- …exec client settings; capable of gaining the trust of customers; able to lead WWT team within the account + Intellectually curious: the desire to understand ... teams? Join WWT today! **What is the Solutions Consulting & Engineering (SC&E) Team and why join?** Solutions Consulting & Engineering is an organization that is… more
- Cayuse Holdings (Albany, NY)
- …Mission, Vision, and Core Values of Cayuse. **Responsibilities** **Key Responsibilities** + Lead the strategic direction of the client 's operations, partnering ... implement technology solutions like AI chatbots, CRM, and workforce management tools. + Drive compliance with privacy, data security,...+ Oversee onboarding and training readiness for all the client 's staff, ensuring all team members are… more
- Guidehouse (New York, NY)
- …**What You Will Do** **:** **Strategic Leadership and Project Oversight** + Lead multiple, concurrent client engagements, ensuring delivery of high-quality, ... and data-driven methodologies to solve complex business challenges and drive measurable value. ** Client Relationship Management ** + Serve as an advisor to senior… more
- City National Bank (New York, NY)
- …lists, attend pipeline meetings, review relationship manager portfolios and existing client lists, utilize portfolio management reporting and other internal ... processes to ensure seamless execution for clients. Maintain ongoing existing client relationships and continue to proactively identify opportunities that increase… more
- Publicis Groupe (New York, NY)
- …+ Communication and Writing: Lead role in ensuring timely, accurate client documentation and correspondence (for internal team ). Presents complex data or ... Brings problems with potential solutions to the attention of management . + Conflict resolution: Arbitrates team conflicts...unit's culture and environment + On-boarding: On boards new team members to the brand/ agency process Client… more
- Publicis Groupe (New York, NY)
- …years of people managing experience, overseeing five or more reports in an account management / client services team + Deep industry relationships with ad tech ... etc.) + Lead cross-channel budget shift decisioning and recommendations + Lead on-going budget management across channels to maximize profitability and… more
- Guidehouse (New York, NY)
- …Guidehouse's Commercial Financial Services practice, you will have responsibility for client management , solution implementation and generation of project ... **Job Family** **:** Management Consulting **Travel Required** **:** Up to 75%...the institution's financial stability. + Proven ability to successfully lead client service delivery teams that deliver… more