- Comerica (New York, NY)
- …Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica ... trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Advisor… more
- Fiserv (Albany, NY)
- …manage multiple opportunities through various sales stages + Create comprehensive client proposals: solutions, financial justifications, growth plans, budgets, ... move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a… more
- Raymond James Financial, Inc. (New York, NY)
- …strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the ... for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy. Develop and… more
- Wells Fargo (New York, NY)
- …Lead modifications, renewals, and refinancings of varying complexity levels, including assessing a client 's financial position and risk level and acting as an ... seeking a Senior Relationship Manager ( Senior Lead Credit Product Portfolio Specialist ) in Wells Fargo Capital Finance's Lender Finance group. Lender Finance… more
- Deloitte (Jericho, NY)
- Tired of Tax Compliance and Busy Season? You've earned your stripes as a tax specialist and tapped into the world of cutting-edge tax technology. You are not an ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Community Housing Innovations (Middle Island, NY)
- …Independent Living Plan (ILP) by identifying needs and goals and evaluate client 's progress on short- and long-term goals. + Provide information, referrals, ... the program to assess individual's ADL needs and program compliance to assist client with maintaining housing. + Limit and document improper use of agency resources… more
- Broadridge Financial Solutions (New York, NY)
- …relied upon by other Segment Sales Teams to act as the Subject Matter and Demo Specialist within Portfolio Master, you will need to become versed in our client ... its differentiation. The goal is to have you participating in client /prospect facing meetings, presentations, and demonstrations for Broadridge Asset Management… more
- Publicis Groupe (New York, NY)
- …areas to invest and upcoming trends within the marketing industry. **ABOUT THE TEAM** The Specialist role will report into the Manager position and will be a part of ... the Account Management & Operations Team. This team works collectively...on overall pacing, revenue and extraction by channel and client - Flag issues and outliers with respective teams… more
- CBRE (New York, NY)
- …with Company standards. Generate tenders and relevant document preparation, using the specialist support functions (procurement, HR, QHS etc.) as well as local ... updated on all sales activities and potential new business opportunities. Ensure that specialist functions eg HR, QHS and Commercial are advised of any new potential… more
- US Bank (New York, NY)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Based Finance and Trade & Working Capital (including open account supply chain finance and cross-border solutions). WCF is...products and features. Our work is led from the client 's perspective with the primary goals of achieving cost-efficient… more