- JPMorgan Chase (New York, NY)
- …services across wealth management. This includes areas such as sales & trading, brokerage, Chief Investment Office/investment management/managed investments, ... planning, business enhancement, and optimization, and participating in various internal consulting initiatives. You will collaborate closely with senior team… more
- JPMorgan Chase (Brooklyn, NY)
- …business and maintaining high levels of client satisfaction + Execute sales /support strategies in conjunction with other lines of business; including, but ... + Acts as a principal point of contact to internal partners, and as the primary contact for the...on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand… more
- Excellus BlueCross BlueShield (Rochester, NY)
- …services in support of Health Plan operations and monitors and maintains financial solvency through the understanding of current data & environment and modeling ... to providing in depth analysis on the overall risk management and financial solvency for the health plan operation. Essential Accountabilities: Level I +… more
- Guardian Life (New York, NY)
- …to drive colleague engagement and understanding of retirement programs, contributing to overall financial wellness. + Partner with vendors and internal teams to ... in retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- City National Bank (New York, NY)
- …identifying, developing and delivering marketing programs that deepen engagement with financial advisors and clients. Partners with City National Rochdale sales ... strategic marketing projects end-to-end, working cross-functionally with strategy, marketing, sales , portfolio managers, and external advisors to share concepts,… more
- Deloitte (New York, NY)
- …CFO managed services ranging from Procure to Pay, Order to Cash, Record to Report, Financial Planning and Analysis. Many of our clients are trying to keep up with ... competitors by relying purely on their internal talent and tools. We bring innovations like AI...to Pay, Order to Cash, Record to Report and Financial Planning and Analysis. Illustrative activities include: + Work… more
- CBRE (Albany, NY)
- …terms, areas of risk and reward, operational compliance, cost control, financial responsibilities and liabilities, milestone obligations. Work with the business ... retention strategies. + Adopt and agree the best negotiation strategy with internal stakeholders including legal. + Lead relevant commercial negotiations and achieve… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... all activities are conducted in compliance with governing regulations, internal policies and procedures. Collaborate with top-tier professionals across business… more
- Banc of California (New York, NY)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and ... company, and the underwriting parameters of the company to achieve the sales and profitability objectives of this specialty origination channel. This position… more
- Guardian Life (New York, NY)
- …the product subject matter expert, working cross-functionally with underwriting, sales , marketing, digital, legal, state filing, compliance, government relations and ... groups, meetings and other activities and sharing key learnings with all internal stakeholders. + Accountability for monitoring KPIs to ensure proper adoption and… more