- JPMorgan Chase (New York, NY)
- …point-of-sale (POS) and loan origination (LOS) products, that enable the mortgage offering. Reporting to the Global Head of Mortgage Solutions, the Head of Mortgage ... Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank ( sales ) functions, as well as Technology, Legal, Risk, Compliance, and Marketing,… more
- JPMorgan Chase (New York, NY)
- …of product distribution, including strategy development, content creation and design, sales marketing, and financial analysis. **Job Responsibilities:** + ... business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth Management...with Data & Analytics to develop and maintain business reporting to inform of business trends and potential growth… more
- JPMorgan Chase (New York, NY)
- …lead the charge in promoting our cutting-edge alternative investment products to financial advisors. As a Private Wealth Alternatives Marketing Director on the Asset ... innovative marketing strategies to promote our alternative investment products to US financial advisors. You will collaborate with a forward-thinking team to craft… more
- Sharecare (Albany, NY)
- …and adherence to all Client SLAs + Understand and report up to date financial standing of services and Interprets data and make targeted, focused recommendations for ... for tracking add-on opportunities in Salesforce along with updated financial information. + Participate in client strategy and revenue...with Director Client Success the QBR and Annual Review ** Reporting ** + Collaborate with the reporting team… more
- KeyBank (New York, NY)
- …initiatives across multiple channels to drive partner engagement and results reporting and insights. **ESSENTIAL JOB FUNCTIONS** + Ownership of healthcare partner ... plans, budget and forecast, partner program marketing and events, monthly partner reporting and insights, compliance and contractual areas. + Develop a deep… more
- Broadridge Financial Solutions (Albany, NY)
- … financial performance across onboarding projects, including AI-driven operational reporting and dashboards. Publishes financial metrics regularly and takes ... multiple initiatives simultaneously across US and India-based teams. Partners with Sales and Product teams support onboarding and conversion planning, providing… more
- Mizuho Corporate Bank (New York, NY)
- Position Summary: A Banking Controller is responsible for the accounting and financial reporting of all banking businesses which includes and not limited to IG, ... the controller will be responsible for ensuring that daily, monthly, and yearly reporting agree to the general ledger and by legal line item. Essential Job… more
- Fedcap (New York, NY)
- …Events and Donor Engagement, you will lead the planning, execution, and financial performance of all enterprise-wide events for The Fedcap Group-spanning multiple ... to Fedcap's mission. You will work collaboratively with subsidiary leadership, sales , communications, marketing, and other corporate services colleagues to ensure… more
- Scotiabank (New York, NY)
- …of the portfolio through review of industry publications and the assessment of financial reporting packages. + Prepare and process provision recommendations. + ... equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign… more
- Mastercard (Harrison, NY)
- …card security strategy. The Product team is responsible for managing the sales and distribution of these products to certified card manufacturers who produce ... cards on behalf of financial institutions. The team is also responsible for oversight... and month end close activities, including inventory reconciliation, reporting revenue and expense accurately, etc. *Perform customer and… more