• Wealth Management Solutions, Donor Advised Fund…

    JPMorgan Chase (New York, NY)
    …focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading execution, and the ... for DAF products, with a focus on trading, investment, and digital client/ advisor experience. + Collaborate with digital product teams to develop and enhance… more
    JPMorgan Chase (12/03/25)
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  • Client Advisory Specialist

    Neuberger Berman (New York, NY)
    …business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a ... relationships + Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the "next best step"… more
    Neuberger Berman (11/20/25)
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  • Senior Alliance Director, Global - Talent…

    CBRE (New York, NY)
    …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... Management & Development: * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship with the client *… more
    CBRE (12/09/25)
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  • NetSuiteClient Manager - Responsive Escalations…

    Oracle (Albany, NY)
    …experience. The ideal candidate possesses a strong background in process improvement , accounting, and consulting on enterprise ERP best practices, along with ... excellent problem-solving and executive communication skills to achieve trusted advisor status. Successful candidates are self-directed, consultative professionals with… more
    Oracle (12/30/25)
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  • Sr Audit Group Manager (US)

    TD Bank (New York, NY)
    …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...+ Fosters an environment/culture that encourages productivity, innovation, process improvement , teamwork and a high level of professionalism +… more
    TD Bank (12/30/25)
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  • Wealth Management, Alternative Investments Global…

    JPMorgan Chase (New York, NY)
    …value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions. **Job ... leader. + **Define Product Strategy** : Sets product vision connecting client/ advisor needs with business goals. Understands current state including product… more
    JPMorgan Chase (12/24/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (New York, NY)
    …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
    Bank of America (12/22/25)
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  • Sr. Manager of Attorney Relations

    Insight Global (New York, NY)
    …feedback. -Manage and further develop the firm's robust Career Development Advisor Program and Integration Liaison programs, through which Associates receive ... is key to their career progression and growth. -Serve as a trusted advisor , resource, and coach for attorneys seeking guidance on career progression, goals,… more
    Insight Global (12/19/25)
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  • Sr Audit Group Manager TDS (US)

    TD Bank (New York, NY)
    …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...+ Fosters an environment/culture that encourages productivity, innovation, process improvement , teamwork and a high level of professionalism +… more
    TD Bank (12/18/25)
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  • SAP Associate Partner - Order to Cash

    IBM (New York, NY)
    …projects, ensuring successful implementation, configuration, and testing. * Process Improvement : Identify opportunities to optimize O2C processes, tools, and ... whitepapers, webinars, and speaking engagements, positioning our firm as a trusted advisor in SAP O2C. * Relationship Management: Build and maintain strong… more
    IBM (01/01/26)
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