- KPH Healthcare Services, Inc. (East Syracuse, NY)
- **Overview** **Scope of Responsibilities:** The candidate will support the KPH Financial Planning Department and play a key role in the financial planning ... Syracuse, NY or Gouverneur, NY. **Responsibilities** **Job Responsibilities:** + Act as an advisor to KPH divisions in Budget / Forecasts / LRP preparation and… more
- Amazon (New York, NY)
- Description Are you passionate about shaping the future of the financial services industry through the translation of a customer vision into actions that realize ... (AWS) is seeking a Principal Customer Solutions Manager (CSM) to come join our Global Financial Services team to work with one or more of our largest financial … more
- Celonis (New York, NY)
- …us. **The Team:** The position of **Senior Value Engineer** is a trusted advisor helping customers achieve their strategic goals and realise significant value using ... journey of our customers. You are our customers' trusted advisor and help them achieve their strategic goals and...: You have advanced industry expertise in Banking or Financial Services and a proven ability to develop a… more
- Kyndryl (Albany, NY)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused… more
- CVS Health (Albany, NY)
- …cycle management of product lines/products, including purpose, definition, design, planning , development, prototyping and testing. Design thinking methodology is at ... data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal… more
- Edward Jones (Marlboro, NY)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...+ Taking an active role in the annual business planning process to assist in developing strategies for the… more
- Neuberger Berman (New York, NY)
- …Determine the optimal suite of platform capabilities to support SMA/UMA structures, financial planning , proposals, analytics, and other core wealth management ... that will define the future of both client and advisor experiences. This leader will oversee all aspects of...record overseeing digital platforms and client experience within the financial services sector. + Deep understanding of Private Wealth… more
- Bank of America (New York, NY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (New York, NY)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more