- Citigroup (New York, NY)
- …+ Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders + Extensive financial ... management team and supports the development and implementation of strategic business initiatives to deliver exceptional financial performance. The LFO leads… more
- JPMorgan Chase (New York, NY)
- …**Required Qualifications, Capabilities, and Skills:** + 6+ years of digital consumer product development or business analyst experience with a track record of ... of new products and features. + Familiarity with an array of financial instruments. + Extensive experience authoring business requirements, defining user… more
- AON (New York, NY)
- …clients + Track record of successfully building growth plans and accelerating business development within an advisory function + Highly developed interpersonal ... clients + Track record of successfully building growth plans and accelerating business development within an advisory function + Highly developed interpersonal… more
- KeyBank (Tarrytown, NY)
- …the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship ... and external sources. + Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …account handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, ... financial impacts, member experience, and industry trends. The incumbent...to account transition to retention, continue to support relationship development and assist with retention activities as a trusted… more
- JPMorgan Chase (New York, NY)
- …and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with… more
- Guardian Life (New York, NY)
- …compensation, and defined benefit plans are competitive, compliant, and aligned with business and colleague needs. This position oversees a team of retirement and ... benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters....in retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's… more
- JPMorgan Chase (New York, NY)
- …enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and ... management to drive industry-leading solutions. Additionally, the team develops business cases, conducts competitive research across the wealth management industry,… more
- Tompkins Community Bank (Ithaca, NY)
- …process expense reports; keep Wealth Advisors/Trust Officers focused on client experience and business development ; ensure Wealth Advisor /Trust Officer is in ... compliance with rules and regulations. + Execute advisor marketing plans by coordinating client events; client mailings.../Trust Officer when set alerts/ticklers are triggered. + Assist financial planning by entering client information into the … more
- JPMorgan Chase (New York, NY)
- …via AI. + Collaborate with senior leadership to align product goals with business objectives. **Product Development and Management:** + Oversee the entire ... and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.… more