- Tompkins Community Bank (Mount Kisco, NY)
- …participating in community engagement, and leveraging referral networks to expand the client base. + Foster integrated wealth management solutions by ... Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial… more
- Citigroup (New York, NY)
- …the financial needs of multi-national clients. Understand the unique needs of each client and effectively deliver with innovative solutions covering a wide range ... derivatives, and structured products. Partner with investment bankers to deliver solutions that can provide investment banking capabilities to global clients. Drive… more
- JPMorgan Chase (Rochester, NY)
- …payment solutions and systems. You will partner in ongoing client support, leveraging your business acumen and product expertise to assess strategies, ... domestic or global functional design requirements and translate these into application solutions + Translate and communicate client technical product needs to… more
- Meta (New York, NY)
- …activities. Help build global playbooks/guides on best practices around product implementation and solutions success based on Client learnings 7. Actively seek ... motivated team player who has experience in sales, product solutions , driving and measuring customer success, has a bias...as relevant 2. Demonstrate thought leadership and develop strategic client plans to drive growth against goals, including by… more
- US Bank (New York, NY)
- …of new clients and products - Higher levels have their own assigned client relationships and may also co-manage client relationships - Travel requirement: ... Approximately 30% travel **_Basic Qualifications_** - Bachelor's degree, or equivalent work experience - Five or more years of depository or treasury management experience **_Preferred Skills and Qualifications_** - Thorough knowledge of deposit products and… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …appropriate agencies, and the general public entities concerning NSPIRE and client -specific regulations, policies and procedures. . Research and respond to inquiries ... and across teams to solve issues and deliver quality service to client , owners, agents and participants. . Clearly and accurately document specific information… more
- CGI Technologies and Solutions, Inc. (Queens County, NY)
- …appropriate agencies, and the general public entities concerning HQS and client -specific regulations, policies and procedures. * Research and respond to inquiries ... and across teams to solve issues and deliver quality service to client , owners, agents and participants. * Clearly and accurately document specific information… more
- City of New York (New York, NY)
- …and implementation of engagement strategies, assessments, and analytical processes to address client needs and develop innovative solutions . - Review and approve ... meet the diverse needs of New Yorkers experiencing homelessness. The Street Homeless Solutions (SHS) Division runs a continuum of programs that help move street… more
- M&T Bank (Buffalo, NY)
- …and technical skills, available technology and tools in the evaluation of client requirements and processes. Provides solutions that are technologically sound. ... **Overview:** Provides designs, specifies information systems solutions and the highest-level technical direction in the...implementing new uses of information technologies to assist the client areas and Bank in meeting their short-term business… more
- Grant Thornton (New York, NY)
- …spanning the US, Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by ... You'll build relationships with clients and your project teams, and engage client stakeholders to identify, assess, and deliver substantiated advice because together… more