- Bank of America (New York, NY)
- …the team's client service model. Job expectations include assisting with client meetings related to investment strategy , account performance, new products, ... and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy **Required Qualifications:** + Series 7 & 66 or BOTH 63… more
- Publicis Groupe (New York, NY)
- …for clients, internal and external status documentation, and facilitates discussion during client meetings when strategy or campaign insights are being ... clients across the Zenith agency and works very closely with the over-arching Strategy and Digital Investment departments. They are a highly specialized team that is… more
- Charles Schwab (Poughkeepsie, NY)
- …encourage trust, and deepen the client relationship by applying a focused client communication strategy , and exceeding client expectations. + Strong ... financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you… more
- Dow Jones (New York, NY)
- …Risk & Compliance, Dow Jones Newswires and Factiva. The team runs a client centric strategy focused on industries and accounts developing and activating ... this role, you will help develop and execute multi-channel, client -centric campaigns designed to drive key business outcomes including...that attracting the best talent is key to our strategy and success as a company.As a result, we… more
- IBM (New York, NY)
- …whilst delivering value to their business. Your primary responsibilities will include: * Client Strategy Design: Creating client strategies for Data & ... Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor (training on IBM's Data & AI offerings will be provided). IBM is… more
- Publicis Groupe (New York, NY)
- …for clients, internal and external status documentation, and facilitates discussion during client meetings when strategy or campaign insights are being ... Interface with Strategy and Activation media teams to respond to client briefs, build strategic campaign plans, communicate service offerings, and to identify… more
- JPMorgan Chase (New York, NY)
- …skills **Preferred qualifications, capabilities, and skills** + Experience in client acquisition, marketing, management consulting, corporate strategy , digital ... or similar roles **Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals… more
- KeyBank (New York, NY)
- … strategy based on insights + Developing strong business/financial knowledge; understands client 's strategy ; knows our competition and how business works + ... Strong writing skills; demonstrates creativity in articulating messages that support recommendations + Demonstrated presentation development; tailors' message as needed; audience includes LOB clients + Experienced understanding of specialized marketing… more
- Guidehouse (New York, NY)
- …role for someone who thrives at the intersection of technology, data, and industry strategy . Client Leadership & Engagement + Serve as a trusted advisor to ... forecasting, asset analytics, grid optimization, and customer engagement. + Lead client engagements end-to-end from strategy through implementation, ensuring… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …mission-driven environment. Position Overview: The Senior Financial Analyst will support client engagements and internal financial strategy by providing ... setting. Key Responsibilities: + Serve as a financial expert on client projects, supporting strategy , operations, and transformation initiatives. +… more