- Bank of America (New York, NY)
- …Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + ... to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded… more
- Bank of America (Jamaica, NY)
- …Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * ... client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and...Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client… more
- Bank of America (New York, NY)
- …Analytical Thinking + Customer and Client Focus + Financial Forecasting and Modeling + Financial Management + Risk Management + Causation Analysis + Client ... advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of… more
- Bank of America (New York, NY)
- …Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Shift:** 1st shift (United States of ... client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and...(CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer… more
- Bank of America (Glen Cove, NY)
- …Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Minimum Education Requirement:** High School ... client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and...needs and potential product services recommended **Skills:** + Account Management + Advisory + Client Experience Branding + Customer… more
- Bank of America (New York, NY)
- …Thinking + Financial Forecasting and Modeling + Presentation Skills + Relationship Building + Risk Management + Causation Analysis + Client Management + ... organization and offering documents to determine business, legal, and headline risk * Maintaining comprehensive knowledge of all private equity structures, terms,… more
- Sedgwick (Rochester, NY)
- …& Insurance Client Services Director **PRIMARY PURPOSE** : To determine account management strategies related to client service plans; to be responsible for ... revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex… more
- Bank of America (Yonkers, NY)
- …Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * ... client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and...* Bilingual Spanish Preferred **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client… more
- Bank of America (Melville, NY)
- …concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. May also author ... or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop recommendations and… more
- NBC Universal (New York, NY)
- …Platforms & Operations is responsible for the product development, project management , and day-to-day operations of NBCUniversal's full advertising technology suite. ... From product management to program management , from sales enablement...optimize programmatic deals in FreeWheel Markets Module, Google Ad Manager , Magnite, and other SSP/DSP systems. + Assist in… more