- Citigroup (New York, NY)
- …+ Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek ... strategic advice regarding financial matters. + Build relationships with client families that...solutions and resolve issues. + Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger… more
- Bank of America (Elma, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- JPMorgan Chase (New York, NY)
- …maintain strong relationships with key stakeholders, including senior leadership, to advocate for user-centered content design and secure support for content ... on trends and best practices in content design and financial services and share relevant insights with the team....a large team. + A strong understanding of the financial services and the investments industry, or the ability… more
- Research Foundation CUNY (New York, NY)
- …Effectively identify resources needed to meet project and departmental demands and advocate for these resources + Develop clear, concise, and visually appealing ... CUNY campus Grants Offices to perform the core functions of post-award financial management for CUNY research projects and sponsored programs. These functions… more
- JPMorgan Chase (New York, NY)
- …informed on industry changes + Serve as a subject matter expert and advocate for the investment product offering. + Prepare detailed analyses and presentations for ... Minimum of 5 years of experience in wealth management, financial services, or a related industry, with a focus...process and workflow improvement initiatives Chase is a leading financial services firm, helping nearly half of America's households… more
- CUNY (Brooklyn, NY)
- …by reviewing student appeals, verifying supporting documentation, and working with the Financial Aid office to determine eligibility for continued financial aid. ... risk of not meeting SAP standards or have lost financial aid eligibility. + Collaborate with other Student Affairs...to student groups and/or populations as a consultant and advocate for their concerns - Researches and stays current… more
- Capital One (Huntington Station, NY)
- …redefining the typical work experience, too. Our Branch team exists to enhance the financial lives of people in the communities we serve. And we're not just looking ... help steer them in the right direction toward their financial goals. -You're digitally savvy. You'll showcase what's possible...navigate our mobile and online experience. -You're a customer advocate . You are always within reach when our customers… more
- Broadridge Financial Solutions (New York, NY)
- …Client Services Non-Listed Issuers (Alternative Investments, REITs, and BDCs) At Broadridge Financial Solutions, our purpose is clear: we earn our clients confidence ... value through leading technology-driven solutions that set the standard for the financial services industryand beyond. Our mission is rooted in trust, innovation,… more
- TIAA (New York, NY)
- …of emerging AI technologies and incorporate them into our roadmap + Advocate for responsible AI practices and ethical standards **Educational Requirements** + ... company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and… more
- Rubrik (Albany, NY)
- …(GTM) strategy. This role will focus on quantifying and articulating the financial impact of Rubrik's solutions to enterprise customers, helping them understand the ... conducting business value assessments, Proof of Value (PoV) presentations, and financial modeling to demonstrate ROI and TCO benefits. This individual will… more