- KeyBank (Tarrytown, NY)
- …and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- LinkedIn (New York, NY)
- …first-party (1P) Sales tools, acting as the Product Owner for sales performance management (SPM) use cases. In this capacity, you will transform and streamline ... will also serve as a key partner to Engineering and Technical Program Management (TPM), representing business requirements for 1P tool development and acting as the… more
- APTIM (New York, NY)
- …of tailored training materials for system users + Provide post-deployment support, data management , and technical troubleshooting + Oversee regulatory compliance ... resilience, and sustainability and energy solutions, as well as technical and data solutions, program management , and critical infrastructure. For every… more
- Justworks (New York, NY)
- … Certified Platform Administrator I, Platform Administrator II, and Salesforce Certified Business Analyst . + Additional certifications are a strong plus ... on running their business. We solve HR issues. We're data -driven and never stop iterating. If you'd like to...a cornerstone of our RevTech team, ensuring our core CRM is not just functional, but a powerful engine… more
- Capital One (New York, NY)
- …(CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Certified Risk Manager ( CRM ), Certified Business Continuity ... risk-based testing strategy to ensure the quality of risk management is effective across Consumer Lending.. The Director will...You're a firm believer that a rich understanding of data , innovation, and technology will only make you a… more
- Capital One (New York, NY)
- …Auditor (CIA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Risk Manager ( CRM ), Financial Risk Manager (FRM), ... Senior Auditor - Risk Management Capital One's Audit function is a dedicated...You're a firm believer that a rich understanding of data , innovation, and technology will only make you a… more
- Capital One (New York, NY)
- …Administration + Professional certification such as Chartered Financial Analyst (CFA) or Certified Risk Manager ( CRM ) + 5+ years of experience in ... Principal Auditor- Credit Risk Management (Hybrid) Capital One's Audit function is a...You're a firm believer that a rich understanding of data , innovation, and technology will only make you a… more
- DIRECTV (New York, NY)
- …utilizing CRM tools (Salesforce), AI (AskGrok) and SLACK. + Business analyst /contributor for implementing Inventory Management system and approval process. + ... testing new software/application feature enabling employees to interact and Save Order data . **Who We're Looking For** + Students pursuing degrees in Advertising,… more