- Neuberger Berman (New York, NY)
- …proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client ... solutions. This role requires exceptional communication, project management , problem-solving, and leadership skills. It requires the ability to work effectively with… more
- JPMorgan Chase (New York, NY)
- …discretionary, and investment manager discretionary services. + Develop deep expertise in program guidelines to effectively address advisor inquiries and needs. ... The mission of JP Morgan Wealth Management 's (JPMWM) Investments & Advice (I&A) team is...Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory… more
- Research Foundation CUNY (New York, NY)
- …performance indicators. + Create dashboards, visualizations, and reports that support program management and evidence-based decision-making. + Evaluate and ... role and this position will report to the Senior Advisor for Academic and Career Integration. The Data Specialist...with CUNY systems and data environments. + Background in program management , continuous improvement, or policy design.… more
- Capital One (New York, NY)
- …Payments Advisory Manager **The Anti-Money Laundering (AML) Enterprise Payments Compliance Advisor Manager** performs a key second-line risk management role ... processes comply with applicable laws and regulations. While working within the AML Program framework, the AML Compliance Enterprise Payments Advisor Manager is… more
- Cornell Cooperative Extension (Hamden, NY)
- …is responsible for providing leadership for and managingthe delivery of thePrecision Feed Management (PFM) program to participating farms in the New York City ... Watershed Agricultural Program (WAP). The PFM Team Leaderprovides leadership for the...and implementation of PFM, which includes integration of Feed Management Plan (FMP) development, PFM Quality Management … more
- JPMorgan Chase (New York, NY)
- …the relationship management and relationship deepening efforts for Professional Loan Program clients. + Collaborate with the Lending Advisor on various ... **Wealth Management - Private Bank - PLP Borrower Specialist**...wealth over time. As apart of the Professional Loan Program (PLP) team, we offer tailored loan programs to… more
- Deloitte (New York, NY)
- …Agent + PMP (Project Management Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI ... also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax...+ Microsoft Certified Solutions Developer (MCSD) Contract & Commercial Management (CCM) Certification Program , PMI Agile Certified… more
- JPMorgan Chase (New York, NY)
- …advisors + Own and simplify the advisor website experience + Support program management content and monthly training updates for all marketing launches and ... and distribution to branches and advisors + Manage physical advisor sales support materials, including ongoing inventory management...+ Establish a marketing pillar within JP Morgan's prestigious Advisor Growth Program & advisor … more
- NBT Bank (Syracuse, NY)
- …- $145,462.00 Responsible for successfully prospecting and generating new treasury management business while retaining and expanding relationships with the bank's ... largest, most complex corporate customers. Leverage treasury management experience to achieve sales goals and ensure excellence...within and outside of TM. Serve as a trusted advisor for our largest, most complex business customers. Communicate… more
- JPMorgan Chase (New York, NY)
- …**Preferred qualifications, capabilities, and skills** + MBA (or equivalent) strongly preferred + Program management preferably in Wealth Management Chase is ... the project life cycle and accountable to WM senior management for comprehensive program updates. You will...roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and… more