- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as ... developing/bringing new client relationships of $10MM+ into Wealth & Investment Management....or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred + Deep experience with clients… more
- IQVIA (New York, NY)
- …guidelines, SOPs, policies, and, where available, CDM guidance documents. **Essential Functions** Client Management: + Serve as primary point of contact for customer ... large studies or program of studies (possibly global) Provide leadership and senior support to DTLs on multiple large global studies/programs of global studies… more
- Deloitte (Jericho, NY)
- …help us position Deloitte as the clear legal technology leader. As a Legal Technology Senior , you will contribute to the growth and success of Deloitte Tax LLP in a ... variety of way, including: + Client Management: Participate in the day-to-day interactions with ...& Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- Deloitte (New York, NY)
- …on the ground experience with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll do: As a ... Senior Consultant in Legal Entity Management, your focus will...documents and management of corporate data. You will be client facing, working with Deloitte Partners, Staff and Associates,… more
- JPMorgan Chase (New York, NY)
- …succession planning, and confidential project work. The ability to foster strong client relationships with senior managers and candidates is essential, and ... Revenue Generating Business in Asset & Wealth Management, with positions ranging from Analyst to Executive Director. In addition to working on open roles, you will… more
- Eliassen Group (Albany, NY)
- …Description + Recommended Jobs **Description:** **100% Remote** We are seeking a seasoned Senior ServiceNow Developer / Business Systems Analyst (BSA) to support ... ** Senior ServiceNow Developer** **Anywhere** **Type:** Contract **Category:** Business...across platforms like Workday, E*TRADE, and Fidelity. _Due to client requirement, applicants must be willing and able to… more
- Bloomberg (New York, NY)
- Senior Data Management Professional - Data Product Owner, Semantic Modeling - Company Financials Location New York Business Area Data Ref # 10041176 **Description & ... on Bloomberg terminal which supports data related to financial analysis, analyst recommendations, and earnings estimates. The team is responsible for tracking… more
- Capital One (New York, NY)
- …Product, Commercial Bank Capital Markets **Capital Markets | Head of Product | Senior Director** The Capital Markets Group is a high growth business within Capital ... platform and technology solutions based on your comprehensive understanding of our client , capital markets operations, and sound risk management practices. + Work… more
- eSentio (New York, NY)
- …fields, and we're continuing to build this team of experts. We're seeking an Senior Legal Technology Integration Specialist who will report to the Director, DMS and ... strategize business processes and solutions that cater to our client 's specific needs. + Drive data management initiatives, ensuring.... + 5+ years proven experience in a business analyst or practice solutions role within a law firm… more
- Wolters Kluwer (Colonie, NY)
- …competition while reinforcing customer value. You also will support the sales and client service teams through the creation of messaging, tools and sales support ... the necessary tools and materials to sell our products effectively. + ** Analyst Support:** create differentiated messaging & materials for analyst briefings,… more