- Bank of America (New York, NY)
- …Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to ... growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the… more
- Publicis Groupe (New York, NY)
- …bring a proven track record of driving cross-functional alignment, influencing senior stakeholders, and making data-informed decisions that elevate business outcome ... + Assume accountability and ownership of campaign execution for assigned client account + Review client deliverables for quality, ensuring that recommendations and… more
- WTW (New York, NY)
- …fashion. They are also, under the direct supervision of a Senior Broker, responsible for assembling submissions, reviewing and analyzing quotes, negotiating ... completeness. + Maintains and develops business relationships with producers and senior underwriting contacts. + Maintains knowledge of insurance carriers and their… more
- Guardian Life (New York, NY)
- …internal and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have strong ... deliver seamless and world class transition support experience + Support the account opening and transfer of client investment accounts + Actively communicate with… more
- Guidehouse (New York, NY)
- …be fundamental to this growth strategy. This new hire will be a senior business builder with a high-profile personal network with Financial Crimes expertise. ... clients - both externally and internally, establishing credibility with senior Guidehouse colleagues to be recognized as a market...highly visible engagements demonstrated by year over year credited sales generation of $2M+ Ability to travel up to… more
- Cardinal Health (Albany, NY)
- …for process improvements and efficiencies + Work under the general supervision of senior attorneys and exercise sound judgment as to matters that require attention ... of Legal and Compliance Departments' senior leadership + Promote and ensure compliance with the...offices and others + Support cross-functional business teams, including sales , marketing, operations and finance + Review marketing materials… more
- JPMorgan Chase (New York, NY)
- …operational risk. This role offers a unique opportunity to collaborate with senior leadership, tackle complex issues, and devise strategic solutions. Be part of ... issues, risks, and exposures within the line of business. + Engage senior leadership to implement effective solutions for complex challenges. + Coach business… more
- US Bank (New York, NY)
- …you excel at-all from Day One. **Job Description** Reporting to the ABF Sales and Originations Market Leader, this client facing role is primarily responsible for ... pitch materials. .Prepare new business screening memos for discussions with senior ABF management. .Lead new business discussions on ABF opportunity screening… more
- TD Bank (New York, NY)
- …FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales /Service Support, and Data & Analytics responsibilities. This role ... material that identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational excellence and Legendary experience for Clients… more
- Lincoln Financial (Albany, NY)
- …#:** 74772 **The Role at a Glance** The Role at a Glance The AVP, Senior Counsel - Life & Annuities, provides legal support to the Lincoln Financial Group business ... individual life and annuity products and services - marketing, sales and distribution to new and existing clients -...in a timely and proactive manner to internal key senior stakeholders + Act as a "thought leader" who… more