- Guardian Life (New York, NY)
- …are followed in a consistent manner + Provide performance feedback of analyst team to Vendor Assessment leadership + Provide guidance to business relationship ... + Escalate critical risks and aging items, and present ad hoc reporting to Vendor Assessment leadership + Perform periodic third-party risk assessments, through… more
- Citigroup (New York, NY)
- …+ FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus + ... levels, performance metrics, results and adherence to our risk management process. + Sales Material - Work with Financial Planning and Insurance Product to… more
- Neuberger Berman (New York, NY)
- …a key role in driving adoption and providing support for the Private Wealth channel. Reporting to the Head of Sales Enablement, this role is focused on enhancing ... the Private Wealth financial advisor experience by analyzing business processes, identifying gaps,...pain points and gaps, and opportunities to improve the sales experience. + Provide business analyst expertise,… more
- SHI (Albany, NY)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... **Job Summary** The Microsoft Digital Innovation Group (MDIG) is centered on pre- sales consultative guidance, emphasizing added value, a customer first approach, and… more
- BMO Financial Group (New York, NY)
- …achievement + 3+ years of investment banking or valuation experience at a financial analyst level. Experience in Healthcare Investment Banking is preferred. + ... + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients....needs. + Initiates contact with partners for new client sales . + Directly manages a diverse portfolio of private… more
- BMO Financial Group (New York, NY)
- …preferred. + 3+ years of investment banking or valuation experience at a financial analyst level. + Knowledge of capital markets, investment banking products ... + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients....needs. + Initiates contact with partners for new client sales . + Participates in deal teams to develop, present… more
- SHI (Albany, NY)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... The PubSec Microsoft Digital Innovation Group (MDIG) is centered on pre- sales consultative guidance, emphasizing added value, a customer first approach, and… more
- Lumen (Albany, NY)
- …connect the world and shape the future. **The Role** The **Senior Lead Analyst ** is the team's **catalyst for strategic change and innovation** . Reporting ... strategy into actionable programs and new initiatives that drive growth in sales and revenue. The Senior Manager identifies, scopes, and helps execute high-impact… more
- Excellus BlueCross BlueShield (Rochester, NY)
- …enterprise. The analyst collaborates with a multidisciplinary team (eg, clinical, financial , sales , and Line of Business Leaders) to recommend actionable ... items leading to positive pharmacy financial performance. This position prepares and presents information to...with internal and external partners. + In partnership with Sales , Finance and Actuarial conduct comparative pricing analyses for… more
- JPMorgan Chase (New York, NY)
- …impactful experiences to help our AWM Analysts and Global Private Bank Advisors and Sales Managers harness the collective power of our firm. **Job summary:** As a ... will partner closely with Global Private Bank Analysts and Sales Professionals across the globe. You will possess relevant...and practice management concepts that are key to an Analyst and Advisor's success, and interest and skill in… more