- Cengage Group (New York, NY)
- …performance, track progress, and make informed decisions. You'll collaborate with account managers to deliver clear, accurate reports and dashboards. You'll also ... lead efforts to simplify and automate reporting processes, making...accuracy and clarity in all client-facing data. + Support account and client success teams with data-driven insights. +… more
- Bank of America (New York, NY)
- …Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to ... and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor...This role is an FA Paid Resource. **Skills:** + Account Management + Business Acumen + Client Management +… more
- Coinbase (Albany, NY)
- …with high-touch client support. * Collaborate with internal teams, including Sales , Account Management, Program Management, Engineering, and Product, to ... platform. * Navigate and execute complex workflows, including analytics, account maintenance, client management, incident and escalation management, billing, audit… more
- Guardian Life (New York, NY)
- …deliver seamless and world class transition support experience + Support the account opening and transfer of client investment accounts + Actively communicate with ... general agency and home office personnel + Field inquiries related to transition and broker dealer acclimation + Advocate for & teach colleagues, agency partners,… more
- WNYC, NY Public Radio (New York, NY)
- …processors. + Manage the month end revenue close including journal entries, account reconciliations related to revenue, deferred revenue and cost of revenues etc. ... and related bad debt reserve calculation. + Review, analyze, and reconcile account balances and communicate with internal and external entities of varying levels… more
- Grant Thornton (Melville, NY)
- …qualified leads. + Partnering with cross-functional teams including Events & Sponsorships, Field Marketing, and Sales Enablement to ensure integrated, consistent ... growth. We're seeking a strategic and experienced Associate Director, Channel Marketing to lead firmwide marketing efforts for our Private Equity (PE) and Board of… more
- Deloitte (New York, NY)
- …role ends on 12/31/25. Work you'll do: We are looking for frontrunners in the field of SAP Treasury to help drive growth and manage delivery teams, bring subject ... execute projects, ensuring timely and successful delivery. + Support sales pursuits by drafting and presenting client proposals. +...+ BA/BS in Finance, IT Systems, Accounting, or related field + 10+ years of consulting or major corporation… more
- Wells Fargo (New York, NY)
- …to all of our Corporate and Institutional Clients. **In this role, you will:** + Lead the Rates cash trading initiative in NY which encompasses trading, sales ... confidentiality. + Strong stakeholder skills and ability to work and lead across functions. + Strong commercial judgement, excellent communication and influencing… more
- The Walt Disney Company (New York, NY)
- …of projects to translate work into concise weekly updates to data and sales leadership teams. + Map dependencies for development work across various data science ... design of technical integrations with external data and measurement partners and lead the troubleshooting of data quality issues. Team and Technical Operations… more
- Deloitte (New York, NY)
- …the next level. + Deliver complex projects in a fast-paced, team environment + Lead and assist Customer and Sales Operations pursuits and practice development ... Bachelor's degree in a legal, business or technology related field + Ability to travel up to 50%, on...Customs Management + Trade Preference + Technical or functional lead on at least 1 full-lifecycle SAP implementation +… more