- Wellington (New York, NY)
- …and differentiated marketing materials for select investment approaches/funds for the US Wealth market, partnering with product management and portfolio ... + Coordinate with key stakeholders globally, including marketing, distribution, investment management , product management and development , marketing… more
- Bank of America (New York, NY)
- …business plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the ... is positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management . The team is responsible for sourcing and managing… more
- Wells Fargo (New York, NY)
- …+ 3+ years of demonstrated business development experience within private client wealth management + Proven track record managing client portfolios with an ... and oversight of real estate acquisitions on behalf of wealth management clients in the region in...business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical… more
- Rochester Precision Optics (West Henrietta, NY)
- …steady sales performance. + Collaboration & Communication: Partner with engineering, program management , contracts, and operations teams to ensure seamless ... Title Business Development Manager Department Sales & Marketing Reports to...in the use of HubSpot, Salesforce, other Customer Relationship Management (CRM) tools (Experience with EPICOR ERP Systems highly… more
- S&P Global (New York, NY)
- …with entity resolution and matching frameworks. + Proven experience leading a development team on client lifecycle management products. + Familiarity with ... **The Team:** We are building an end-to-end client lifecycle management solution, where technology drives procedural automation and standardization. Our… more
- Wellington (New York, NY)
- …and manage changing priorities while meeting often strict deadlines + Strong program management capabilities. Ability to manage cross-functional teams with ... the Continuing Education (CE) and accreditation approach; + Developing Wellington's advisor education program for the US Wealth channel; and + Overseeing its… more
- Lockheed Martin (Liverpool, NY)
- …Agile schedule development experience * Demonstrated understanding of the Integrated Program Management Report Data Item Description \(IPMR & IPMDAR DIDs\) * ... program performance\. * Experience developing strong relationships with Program Management , Customers, Functional Leads, and Subcontractor partners *… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... goals and future capacity/SLA needs. + Responsible for stakeholder engagement and management , which may include communicating program updates, risks, and… more
- Rochester Precision Optics (West Henrietta, NY)
- …teams, maintaining communication with internal and external stakeholders, adhering to Program Management Professional (PMP) standards to deliver Programs on ... revenue recognition, operating costs, and profitability. You Have: + In-depth knowledge of Program Management . + Familiar with Program Management … more
- Broadridge Financial Solutions (New York, NY)
- …enjoyed revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and ... You will lead and influence a team of product, development and QA associates and be responsible for all...in Corporate Actions and Income Processing + Financial Services Wealth Management background preferably + Proven ability… more
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