- T. Rowe Price (New York, NY)
- …+ Relationship Management: Collaborate with Sr. and Hybrid Alternative Investment Specialists to optimize client coverage, deepen relationships, and drive ... that matter to you . Role Summary The Alternative Investment Internal Consultant partners with external sales...to ensure Specialists are ready for field engagements. + Travel/ Client Engagements: Attend conferences to represent the firm and… more
- JPMorgan Chase (New York, NY)
- …Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content and drive ... The Practice Management Consultant will have a unique opportunity to engage...Management **Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This… more
- JPMorgan Chase (New York, NY)
- …our strategies vs. the competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, ... client experience through an engaging and proactive client relationship approach. We are seeking a...have the opportunity to collaborate with various teams, understand client investment goals, and provide thought leadership.… more
- Principal Financial Group (New York, NY)
- …+ Evaluate the firm's investment performance and attribution relative to consultant , peer, and client benchmarks. This position is also a phenomenal ... has an opportunity for an Attributions Performance Analyst to join our Investment Operations team. In this role, you'll support performance measurement and portfolio… more
- Charles Schwab (Forest Hills, NY)
- …+ Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, ... role is also eligible for bonus or incentive opportunities.** Investment Professionals' Compensation | Charles Schwab (https://www.schwab.com/legal/compensation-advice/ investment -professionals-compensation)… more
- Acxiom (Albany, NY)
- …guidance for Workfront optimization and best practices. **DUTIES AND RESPONSIBILITIES** ** Client Relationship & Success Management** + Develop and execute ... understanding of business case development and value measurement frameworks + Client relationship management and stakeholder engagement experience + Success… more
- Acxiom (Albany, NY)
- …languages * Experience with system integrations and data mapping processes * Client relationship management and stakeholder engagement experience * Success plan ... primary advocate for client success, ensuring maximum value realization from a client 's Adobe Workfront investment . This role is the technical lead for Adobe… more
- JPMorgan Chase (New York, NY)
- …the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, ... Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. The… more
- Lenovo (Manhattan, NY)
- Client Relationship Manager - NY, CT,...+ Cultivate C-level relationships and act as a trusted consultant to customers. + Own the customer relationship ... software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable,… more
- Siemens (New York, NY)
- …teams, ensuring quality, and profitability, managing budget and results, and nurturing the relationship with the client . Engage in strategic growth efforts by ... variables, and their use in assets valuation and identification of investment opportunities. Prepare detailed written reports and compelling presentations describing… more