- Edward Jones (Olean, NY)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...+ Taking an active role in the annual business planning process to assist in developing strategies for the… more
- Amazon (New York, NY)
- …responsibilities Strategic Planning & Execution * Act as a trusted advisor to Sales Leadership and translate business needs into clear project requirements that ... inform scalable and repeatable initiatives. * Assess category needs, challenges, and opportunities. Provide a point of view on recommended action plans * Plan, design, and run tactical execution of key initiatives building and managing roadmap to achieve… more
- Bank of America (New York, NY)
- …its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- Ellis Medicine (Schenectady, NY)
- …with physicians and social workers for care coordination and discharge planning . EDUCATION AND EXPERIENCE REQUIREMENTS: + Current license or valid permit ... environment preferred. + Previous case management, utilization review, and discharge planning experience highly preferred. Home care, payer, or other experience will… more
- JPMorgan Chase (New York, NY)
- …transformation - Vision, Strategy, E2E Op Models, Business Case development, Roadmap planning and execution. Role description: He/she will lead the strategy, design, ... value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions. **Job… more
- JPMorgan Chase (New York, NY)
- …focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading execution, and the ... products, with a focus on trading, investment, and digital client/ advisor experience. + Collaborate with digital product teams to...quickly in a dynamic environment. + Experience in project planning and product management is a plus. + Passionate… more
- Bank of America (New York, NY)
- …its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment ... effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships.… more
- Neuberger Berman (New York, NY)
- …and capabilities to clients. Primary functions include data-driven business planning and execution, deepening engagement with existing clients, supporting and ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- Citigroup (New York, NY)
- …how Citi Wealth shows up across all digital channels - from .com to advisor platforms, social media to email automation - ensuring a seamless, impactful, and ... cement digital as a core engine of client growth, brand building, and advisor enablement across Citi Wealth. **Responsibilities:** + Develop and lead Citi Wealth's… more
- Bank of America (New York, NY)
- …its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model...+ Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review +… more