- City National Bank (New York, NY)
- …any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding ... accounts to be further developed or eliminated. Prepares reports...for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the best at whatever… more
- City National Bank (New York, NY)
- …the oversight of the movement of money in and out of the managed accounts , reviewing daily cash transactions and resolving retirement and custodian issues. WHAT WILL ... Pershing clients. Tracks all clients and makes sure any account that is required to take a distribution satisfies...they relate to both the operational aspect of client accounts and department-wide process improvement. * Oversee proxy voting,… more
- City National Bank (New York, NY)
- …any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding ... accounts to be further developed or eliminated. Prepares reports...for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the best at whatever… more
- City National Bank (New York, NY)
- …* Responsible for the overall on-boarding process and maintenance of new accounts . * Ensure all client materials/presentations are prepared and analyzed prior to ... on CNAM models. * Review the assets in each account regularly to ensure that investments meet the client's...for bonuses and/or commissions. *Benefits and Perks* At City National , we strive to be the best at whatever… more
- Deloitte (New York, NY)
- …socialize agreement/contractual requirements and business terms. + Work actively with account leadership and quality team to identify and help mitigate ... contractual matters and risks and be the trusted advisor to leaders on multiple accounts . + Provide mentoring and training to Risk Management colleagues and to a… more
- Deloitte (New York, NY)
- …socialize agreement/contractual requirements and business terms. + Work actively with account leadership and quality team to identify and help mitigate ... contractual matters and risks and be the trusted advisor to leaders on multiple accounts . + Provide mentoring and training to Risk Management colleagues and to a… more
- Sprinklr (NY)
- …is looking for a Lead Value Consultant to drive customer outcomes and account health, retention & growth within our Americas sales theater, and occasionally within ... success. We have two main motions: + **Engagements:** We partner with pods ( account teams) to help our most strategic customers understand and articulate the full… more
- Pacific Northwest National Laboratory (Albany, NY)
- …options, several mental health benefits, free wellness coaching, health savings account , flexible spending accounts , basic life insurance, disability ... can tackle some of the world's toughest challenges in science, energy, and national security. Our experts in AI, cybersecurity, design, and engineering work side by… more
- Pacific Northwest National Laboratory (Albany, NY)
- …options, several mental health benefits, free wellness coaching, health savings account , flexible spending accounts , basic life insurance, disability insurance*, ... team and dedicated budget. Our Science & Technology directorates include National Security, Earth and Biological Sciences, Physical and Computational Sciences, and… more
- Teva Pharmaceuticals (New York, NY)
- …Employee Assistance Program, Employee Stock Purchase Plan, Tuition Assistance, Flexible Spending Accounts , Health Savings Account , Life Style Spending Account ... throughout the treatment journey. **The opportunity** The Long Term Care Account Manager is a strategic, influential sales partner responsible for maximizing… more