- JPMorgan Chase (New York, NY)
- …financing needs of the firm's public sector clients throughout the country. Client teams are based regionally and by industry sectors (Infrastructure, Healthcare, ... market the firm's services with new and existing clients (relationship management/ client coverage), present ideas to clients, create presentations and plans of… more
- KeyBank (Albany, NY)
- …new and existing clients with home lending solutions. (ERSMs) prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities ... are to recruit external LO talent, lead a span of 3-8 loan officers (spans of...and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (MLO's and CDLOs) effective… more
- Bank of America (New York, NY)
- …Investment Committee decisions** **Manage ML One variances/enrollments/updates/withdrawals/terminations** **Serve as Primary/ Lead Team Member for processing ... Specialist is responsible for supporting the Financial Advisor(s) and/or Advisor Team (s) overall client and investment management philosophy. The position… more
- Citizens (Tarrytown, NY)
- …technology solutions + Oversight of the accurate and timely production of internal, client and regulatory reporting + Lead the development and implementation of ... of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion… more
- Leap (New York, NY)
- …as Shopify, Endear, Slack, and Google Workspace to support business operations, client engagement, and team communication. + Flexible availability, including ... Leap Platform, coming to New York City. You will lead with a strategic mindset, developing and executing plans...product materials, craftsmanship, and brand story to enrich the client experience and empower the team to… more
- Leap (NY)
- …as Shopify, Endear, Slack, and Google Workspace to support business operations, client engagement, and team communication. + Flexible availability, including ... Leap Platform, located in the West Village. You will lead with a strategic mindset, developing and executing plans...product materials, craftsmanship, and brand story to enrich the client experience and empower the team to… more
- SHI (Albany, NY)
- …skills. + Ability to work independently and as part of a collaborative team . + Strong client relationship management skills. **** **Education:** + Bachelor's ... - all 6,000 of them.** **If you join our team , you'll enjoy:** + **Our commitment to diversity, as...and experienced Senior Data & AI Solutions Architect to lead the design of cutting-edge data solutions leveraging Microsoft… more
- h2o.ai (New York, NY)
- …sales cycles, conduct technical demonstrations, and architect AI solutions that align with client business objectives. This position is based in NYC, New York, and ... in the greater NYC area. What You Will Do Technical Sales Support + Lead technical discovery sessions with enterprise clients to understand data needs and AI/ML… more
- Coinbase (Albany, NY)
- …alignment. Attendance is expected and fully supported. As a Supervisor for the Customer Success Team , you will lead a specialized team of customer focused ... globally. *What you'll be doing (ie. job duties):* * Lead a team of high performing customer...* Advanced degree in business, finance, project management or client experience * NOTE: This role requires periodic onsite… more
- TD Bank (New York, NY)
- …and the firm business activities + Validate global tax forms and setup client classifications across multiple databases + Lead Common Reporting Standards (CRS), ... Operations is seeking a new member to join its team . The successful candidate will be responsible for supporting...Support transaction tax, UK/Irish/Hong Kong PTM Levy and Stamp processing , reporting and client documentation + Oversee… more