- Pfizer (New York, NY)
- …operational excellence, and cross-functional collaboration to optimize budget performance and support business objectives. The Senior Manager will serve as a key ... advisor to leadership, championing financial stewardship and operational rigor...guidance to senior stakeholders on budget allocation, forecasting, and investment optimization. **Tools & Reporting Innovation** + Spearhead the… more
- Anywhere Real Estate (Rochester, NY)
- …of strategic insight, financial rigor, and cross-functional collaboration to support growth across all segments of the business. **Key Responsibilities:** ... + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships with… more
- JPMorgan Chase (New York, NY)
- You will support the Commercial and Investment Bank's Public Finance business in the Americas. You will partner with the Public Finance business on the firm's ... of a successful, versatile, and well-established team that provides support to the Public Finance business and the Commercial...to the Public Finance business and the Commercial & Investment Bank more broadly. You will collaborate daily with… more
- World Insurance Associates, LLC. (Rochester, NY)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals.… more
- Citigroup (New York, NY)
- …and delivering insightful financial solutions. We are seeking a skilled individual who will support our Business Intelligence team in the area of Sales Advisor ... relevant programming tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Scotiabank (New York, NY)
- …Banking (GTB) is the payments and transaction engine of Scotiabank. We support Small Business, Commercial and Corporate clients with effective treasury management ... In this role, you will serve as a trusted advisor and single point of contact for clients, building...and financial needs. You will collaborate with Corporate & Investment Bankers (CIBs) to offer comprehensive financial solutions and… more
- Neuberger Berman (New York, NY)
- …CRM Administrator who will play a key role in driving adoption and providing support for the Private Wealth channel. Reporting to the Head of Sales Enablement, this ... role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective solutions… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through cutting-edge technology. **Responsibilities:** ... maintainable code + Actively participate in the full SDLC, including coordination and support of testing and deployment + Be responsible for not only developing new… more
- Citigroup (New York, NY)
- …+ Help team members in executing their account plans by providing guidance and support on specific deals and clients. + Provide ongoing feedback to team members on ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer… more