- HSBC (New York, NY)
- …with daily responsibilities, including preparing analyses and pitches for client meetings, executing Debt transactions, and identifying funding opportunities across ... assisting senior team members in the coverage of their client base, engaging clients on current topics, pitch preparation...FINRA series 63, 79 and 7 licenses are required. Manager can allow a contingency period to obtain licenses… more
- Equitable (Melville, NY)
- …a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through networking ... personalized strategies, offering clear recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to… more
- Maritz (New York, NY)
- …automotive consulting firm specializing in driving dealership success from showrooms to service bays. We are currently seeking a results driven consultant to join ... effective partnering relationships and facilitate in-person and virtual discussions to drive client KPIs. + Subject Matter Expert (SME) of various programs to drive… more
- Neuberger Berman (New York, NY)
- …and AI initiatives. + Design and build semantic layers to enable self- service analytics, advanced reporting, and seamless integration with AI-powered data analyst ... 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more
- Broadridge Financial Solutions (Edgewood, NY)
- …the shareholder through multiple mediums including the call center, relationship manager requests received through the issuer, or direct shareholder correspondence ... entry for account maintenance including sensitive financial information + Complete client facing activities including writing return letters and other correspondence… more
- Elevance Health (New York, NY)
- …role enables associates to primarily operate in the field, traveling to client sites or designated locations as their role requires, with occasional office ... attendance for meetings or training. This approach ensures flexibility, responsiveness to client needs, and direct, hands-on engagement. Please note that per our… more
- BGB Group (New York, NY)
- …to the Creative Director, particularly in the areas of creative presentation, client relations, and team creative oversight. The Art Supervisor must possess superior ... Consults with the Creative Director, as well as account service , traffic and other agency team members as necessary...objectives + Observes agency consensus in the production of client presentation materials, either conceptual or finished art +… more
- Celonis (New York, NY)
- …through coaching and mentorship. **You will report to a Value Engineering Orbit Manager based in our NYC office.** **The Role: Launch Your Enterprise Software ... 12-month Orbit Program** . This program offers a unique **blend of client engagements, dedicated mentorship, and a strong team culture** where collaboration and… more
- FLACRA (Clifton Springs, NY)
- …mental health or substance use challenges. Under the supervision of the Program Manager , the FSN serves as a role model and advocate, using personal experience ... Key Responsibilities: + Actively participate as a member of the client 's treatment team, attending team meetings and contributing to treatment planning.… more
- Zurich NA (New York, NY)
- …Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. In this role, you will partner with brokers and ... Contract Surety Senior Underwriting Officer, VP level. The hiring manager will determine the appropriate level based upon the...+ Update required systems with details of broker / client visits and account status within specified time frame.… more