- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors ... of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives for your territory through… more
- Comunilife (New York, NY)
- …Twitter, Facebook, Instagram) + Liaise with Comunilife program directors to develop a portfolio of client stories and photographs for use in marketing materials, ... website, and newsletters. + Working with outside consultants develop marketing materials, annual report, and brochures + Assist with marketing and media activities associated Comunilife events, ie ground breakings, ribbon cuttings, fundraising events + Support… more
- Santander US (New York, NY)
- …Relationship Manager is responsible for supporting Senior Relationship Managers with client management, transaction execution and portfolio management. Will ... assigned clients with associated budget and financial goals; attend client meetings as needed. * Act as back up...Act as back up to the senior banker, handling client needs. * Perform client research directed… more
- Acxiom (Albany, NY)
- …designing, launching, and leading a new Practice area (eg, Partner-led or Direct-sold client engagements) that spans Adobe portfolio plays (eg, Unified Customer ... Adobe Practice, you will lead a Practice area while also leading client -facing teams delivering transformative projects that drive meaningful impact for our clients.… more
- JPMorgan Chase (New York, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- World Wide Technology (New York, NY)
- …of focus will include:** **Value Creation** + Build trust-based relationships with Client Executives and team members + Engage in strategic discussions with Sales ... awareness of WWT's brand **Business Operations** + Actively manage the solutions portfolio from Sales through Delivery + Create and update consistent reporting… more
- Duolingo (New York, NY)
- …for our half a billion (and growing!) learners around the world. About the role Client Architecture Team: + As an engineer on the Client Architecture team, ... discussions and stakeholder conversations, serving as a bridge between Client Platform and Product feature teams + Work within...is not inclusive of the rest of our awesome portfolio that includes equity compensation and world-class benefits. Our… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** A Cash management solutions… more
- Principal Financial Group (New York, NY)
- …+ Leverage your deep insurance industry knowledge and the ability to translate client objectives into actionable, customized portfolio strategies with a focus on ... external stakeholders to develop investment strategies that aim to achieve client objectives, considering regulatory, capital, and liability obligations. + Partner… more
- Berkshire Bank (East Syracuse, NY)
- …revenue objectives. Responsible for retention and growth of assigned loan portfolio ; proactively manages client relationships. (Responsible for obtaining growth ... management/pricing practices as well as all internal credit/regulatory requirements. Monitors portfolio to ensure accurate risk profile and to minimize documentation… more