- Publicis Groupe (New York, NY)
- …a monthly or ad hoc basis + Prepare competitive reports + Work with entire investment team to lead monthly processes internally and externally + Pull and compile ... data monthly or as-needed + Provide system support and access control for MediaTools and MBOX **Qualifications** + 1+ year experience in operations, finance, project management or data analysis, preferably in a media agency or advertising agency + Understands… more
- US Bank (New York, NY)
- …a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management Team. ... affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs + Determine which… more
- Guardian Life (New York, NY)
- …business cases for new ideas driving innovation, partnerships, and other areas of investment outside of BAU. + Lead and facilitate enterprise alignment for ... to Guardian's Head of Enterprise Strategy and Corporate Development and will lead a team of colleagues responsible for overall strategy development and planning… more
- HUB International (New York, NY)
- …of the company's financial performance and strategic vision. **KEY RESPONSIBILITIES:** ** Investment Relations Strategy and Leadership** + Lead the strategic ... of HUB's IR programs, creating a proactive plan to communicate HUB's investment narrative aligned with the company's long-term strategy and performance goals. +… more
- City National Bank (New York, NY)
- …all new investment management opportunities. * Relationship Management * Take a lead role in managing investment services by planning, delivery, and regular ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- Wellington (New York, NY)
- …fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Meta (Albany, NY)
- …end-to-end in partnership with cross-functional teams to inform and execute product strategy and investment decisions 2. Inspire, lead , and grow a team of data ... and build credibility as a trusted strategic partner.As a leader, you will inspire, lead , and grow a world-class team of data scientists and data science leaders. By… more
- Kestra Financial (Wappingers Falls, NY)
- …paperwork, account reviews, report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial ... The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact...+ Strong understanding of financial services industry and diverse investment products + Basic computer skills (Outlook, Word, Excel… more
- Wellington (New York, NY)
- …fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Bank of America (Staten Island, NY)
- …for clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more