- LinkedIn (New York, NY)
- …to our customers in the Staffing/Recruitment industry. You will help them understand the financial value of our solutions , work with them to help measure that ... and content to fit the needs of different stakeholders + Leads with Solutions , not products, when making recommendations aligned to Customer objectives + Sells with… more
- Publicis Groupe (New York, NY)
- …of the world's biggest brands, by translating their needs into transformative solutions that provide valuable insight. Working with the latest technologies in the ... evolve for a more digital future. **Responsibilities** + Act as a trusted advisor to clients by leveraging cloud/big data for customer acquisition and engagement as… more
- City National Bank (New York, NY)
- …this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients ... in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit,… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Palo Alto Networks (New York, NY)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... trends and evolving telco priorities + Customer/Partner Engagement - Serve as trusted advisor to AI specialists and stakeholders in 5G use cases + Lead hands… more
- JPMorgan Chase (Brooklyn, NY)
- …representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth ... capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- City National Bank (New York, NY)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... needs - draw insights from data to provide sound financial advice (strategies, products / solutions ); conduct...financial services companies. To learn more about City National and our dynamic company culture, visit us at… more
- JPMorgan Chase (New York, NY)
- …client service and make your mark by delivering high-quality support and innovative financial solutions . As a Client Associate within the JPMorgan Advisors team, ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client...of the client portal, mobile app, and emerging self-service solutions . + Determine the optimal suite of platform capabilities… more
- Principal Financial Group (Albany, NY)
- …compliant, and scalable user interfaces. + Hands-on experience developing software solutions for wealth management platforms or financial services applications. ... an innovative greenfield platform, we are seeking an experienced Technical solutions leader (individual contributor) to design, develop, and maintain software … more