- 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...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- JPMorgan Chase (New York, NY)
- …partner closely with the Co-Head of CTL and Project Management Director of Sales to drive operational excellence and lead strategic initiatives. You will provide ... to enhance operational efficiency and recommend solutions + Track key metrics, sales , and technology initiatives to ensure alignment with business goals + Provide… more
- JPMorgan Chase (New York, NY)
- …Organization, which reports to both the Commercial & Investment Bank (CIB) Chief Financial Officer and the Oversight and Control Office. Our team focuses on Risk ... to promote consistent operational risk practices. + Establish control governance and reporting for the North America Rates & FIF business. + Manage control-related… more
- 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...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- S&P Global (NY)
- …and related data and research, advanced analytics, and financial risk solutions which includes subscription-based offerings, RatingsXpress(R), RatingsDirect(R) ... to protecting and growing the Credit Solutions business and in mitigating operational, financial , legal and regulatory risks. The Licensing Analysis Lead will play a… more
- American Express (Albany, NY)
- …effectiveness of delivery and transparency. The eCRMs team creates solutions for the Sales and Customer Domains via respective platforms by harnessing the power of ... acquire new clients and expand existing client relationships for Sales , Account Development, and Marketers across the Enterprise. We...will be critical to the success of this role. Reporting to the Director, eCRMs Digital Product Management, the… more
- Guardian Life (New York, NY)
- …will support the annuities line of business for third party distribution partners, reporting to the Head of Wealth Management & Channel Marketing Strategy. This role ... andoptimizemarketing campaigns specifically geared toward third-party annuity partners, their financial professionals,and their clients. Collaborate with distribution and product… more
- Principal Financial Group (New York, NY)
- …adherence to regulatory and Board expectations. + Oversee and enhance risk reporting for fund Boards, including development of risk dashboards and presentations. + ... fund operations teams to ensure appropriate controls exist to prevent financial losses, regulatory penalties, or reputational damage. **Risk Framework & Governance**… more
- OTG (New York, NY)
- …and can execute at both a strategic and tactical level to drive sales and margin growth while ensuring best-in-class customer experience. Creating and maintaining ... the key business inputs of product selection, price, and promotion to achieve sales , margin, unit and transactional targets + Partner with Marketing on promotions… more
- Advantage Federal Credit Union (Rochester, NY)
- …Representative About the Organization Advantage Federal Credit Union is a Not-for-Profit financial organization, wholly and locally owned and operated by and for its ... mission is to be every member's first choice for financial services. Community is at the root of Advantage...promotes all AFCU products and services while exceeding defined sales goals. Maintains a friendly, approachable and professional attitude… more