- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... + Market and implement complex investment solutions in accordance with High- Net -Worth client's investment objectives. Attends product rollouts, ideas calls and… more
- Amazon (New York, NY)
- …entertainment, etc., interfacing with agency + client stakeholders - Unlocking net new client stakeholders - Understanding customer needs and pitching aligned ... - Coordinating partner teams to deliver on client's needs and prioritize net new opportunities - Utilizing Sales CRM tools to track all pertinent… more
- Paychex (Queens County, NY)
- …will cultivate referral relationships with external partners and existing clients for net new business. + Create, manage, and advance accounts, leads, and ... referral relationships with external partners and existing clients for net new business. Qualifications + HS Diploma - Required...+ HS Diploma - Required + Bachelor's Degree - Preferred + 2 years of experience in relevant sales/marketing… more
- Amazon (New York, NY)
- …the life - Client relationship building: events, entertainment, etc. - Unlocking net new client stakeholders - Understanding customer needs - Pitching customers ... needs - Coordinating partner teams to deliver on client's needs and prioritize net new opportunities - Interfacing with agency and client stakeholders - Closing… more
- JPMorgan Chase (New York, NY)
- Are you passionate about building and maintaining high- net -worth client relationships across banking, lending, and investments? This is a unique opportunity to ... five years of financial services or service sales experience, established high net worth referral network and strong community presence + Proven trusted relationship… more
- City of New York (New York, NY)
- …policy planning on health care delivery, primary care and FQHC landscape, safety net access to health care services and preventive care, and other critical health ... support needs to promote the Bureau's mission. - Research policies related to safety net health care facilities and the impact of these policies on access to care.… more
- Amazon (New York, NY)
- …the life - Client relationship building: events, entertainment, etc. - Unlocking net new client stakeholders - Understanding customer needs - Pitching customers ... needs - Coordinating partner teams to deliver on client's needs and prioritize net new opportunities - Interfacing with agency and client stakeholders - Closing… more
- Gelfand Rennert & Feldman (White Plains, NY)
- …+ Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour ... is required + CPA or CPA eligibility is highly preferred + Proficiency at Microsoft Office, especially Excel and...an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600… more
- JPMorgan Chase (New York, NY)
- …assist in the liquidity forecasting for US Liquidity Coverage Ratio, US Net Stable Funding Ratio and Internal Liquidity Stress Measures consistent with financial ... Assisting in liquidity forecasting for US Liquidity Coverage Ratio (LCR), US Net Stable Funding Ratio (NSFR) and internal liquidity stress measures (ILST),… more
- City Harvest (Brooklyn, NY)
- …financial and administrative aspects of restricted grants, including donor billing and net asset release and documentation. Coordinate the day-to-day workflow of the ... preparing for annual budget and reforecast. + Work with Finance in maintaining net asset release schedule and work directly with External Relations, Operations to… more