- TD Bank (New York, NY)
- …advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent ... is a fully integrated wealth management business that provides products and services (designed for High-Net-Worth, Institutional and Mass Affluent clients of TD… more
- JPMorgan Chase (New York, NY)
- …and Retail clients, Distributors, and Consultants for JPMAM's products and services , ensuring comprehensive and timely responses to their information needs. This ... team collaborates closely with our Product Investment Specialists and Client Advisors to create, curate, and maintain RFPs, RFIs,...chances of success in the RFP stage of the manager selection process by ensuring a high and consistent… more
- H&R Block (Brooklyn, NY)
- …to you and your family. + Various discounts on everyday items and services . + Benefits with additional eligibility requirements: Medical Coverage, 401k ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- Cadmus (New York, NY)
- …and other private organizations worldwide with technology-empowered advisory and implementation services . We help our clients achieve their goals and drive lasting, ... data collection, data analysis, and reporting tasks in support of client consulting engagements, including those related to demand response, renewable energy,… more
- TD Bank (Jefferson Valley, NY)
- …optimize their relationship with TD. **Depth & Scope:** + Proficient in products, services and routine transactions in order to identify opportunities to educate on ... Bank products and services to Customers and/or refer them to appropriate team...Legendary experience by helping customers, building relationships, and delivering service and advice + Understands and supports the Bank's… more
- WTW (New York, NY)
- …with clients/colleagues at all levels **Clients** + Work together as part of dedicated client teams providing a variety of services to clients + Deliver on ... in the areas of asset allocation, investment policy, investment manager evaluation and research, investment performance evaluation and miscellaneous investment… more
- Project Renewal, Inc. (New York, NY)
- …+ + Create and maintain funder related spreadsheets; submit monthly funder eligibility documents/spreadsheets and reports. + Enter client data in appropriate ... prepare for, find, and retain employment. Programming includes pre-employment services , soft skills training, sector-based training, digital literacy, financial… more
- Synchrony (New York, NY)
- …research and identify areas of opportunity for improvement, work closely with the client teams to identify client needs and customize strategies that are ... with analytics in credit or fraud in the financial services industry + 3+ years' experience with analytics in...according to market in CA, NY Metro and Seattle. ** Eligibility Requirements:** + You must be 18 years or… more
- Capital One (Albany, NY)
- …strong technical background (ideally building highly scalable platforms, products, or services ) with the ability to proactively identify and mitigate technical risks ... + At least 2 years of project management, program management, or client facing consulting experience **Preferred Qualifications:** + 3+ years of project management,… more
- TD Bank (New York, NY)
- …the Business and other groups globally to mitigate risk and delivers world class service to our global client base. Additionally, ensures the Business adequately ... and mitigated risks in day-to-day activities, operations, products, and services , and is operating within risk appetite. As part...of the key accountabilities of the role, the Senior Manager will: + Design and implement first line governance… more
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