- Neuberger Berman (New York, NY)
- …products and strategies + Support key stakeholders by helping to provide manager insights including exposure, attribution, performance analysis, and peer group ... experience required, CFA, and/or other designations preferred + Experience in manager due diligence and portfolio construction, preferably across all asset classes,… more
- Bank of America (Fayetteville, NY)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Skills: Adaptability Business Acumen Customer… more
- Educational Alliance, Inc. (New York, NY)
- …and annual performance reviews. + Serve as the on-call weekday manager in collaboration with the residential leadership team. + Provide crisis intervention as ... involves managing administrative tasks, ensuring physical plant safety, and maintaining client systems to create a supportive environment for the effective delivery… more
- CDM Smith (Albany, NY)
- …Oversees groups operations including staffing, quality, profitability, sales support and client service. * Monitors business operations through monthly reviews of ... regulatory laws for reporting, addressing any non-compliance. * Collaborates with Client Service Units, oversees, directs, and ensures a balanced project portfolio.… more
- Bank of America (New York, NY)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... This job is responsible for identifying and developing new client relationships in their respective territories through direct calling...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- PNC (New York, NY)
- …business results and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy. + Leads and coordinates the ... the execution of account and sales plans. May have direct sales and client responsibilities. + Manages risk/return and drives quality for new and/or existing… more
- PNC (Madison, NY)
- …for a specific product(s) or transaction(s) and managing and developing select client relationships. Provides superior client experience. Ensures compliance with ... to our clients. + Provides appropriate solutions based on in-depth assessment of client objectives and market conditions. Develops and maintains client and/or… more
- TD Bank (Middle Village, NY)
- …skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager , as well as access to an online ... in order to develop a thorough understanding of each client 's individual circumstances and a lasting role as the...'s individual circumstances and a lasting role as the client 's advisor. As an FA you will be a… more
- Neuberger Berman (New York, NY)
- …planning. The position involves working closely with various groups, including Payroll, Client Billing, Fund Admin, HCM Business Partners, Client Coverage ... analysis for payout variances and deliver clear, data-driven explanations to Client Coverage Management teams + **Deliver Insights:** Prepare compensation trend… more
- BMO Financial Group (New York, NY)
- …New York. This individual will be responsible for originating and managing client relationships across hedge funds, asset managers, and institutional investors, with ... in prior PB buildouts, risk frameworks, and a deep understanding of client requirements are highly valued. **Key Responsibilities** Cash Prime Brokerage buildout: *… more
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