- Bank of America (New York, NY)
- …acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles of Business Development,… more
- TD Bank (New York, NY)
- …as required) + Liaises and maintains client relationships + Acts as an experienced specialist for an assigned business or portfolio ; role requires deep knowledge ... global investment dealer. Confidence in our US operations stems from the recognition of our in-depth industry knowledge and from our outstanding credit, structuring,… more
- JPMorgan Chase (New York, NY)
- …team, in a front office financial services role (eg, private banker, investment specialist , portfolio management, etc.), or experience working at a wealthtech or ... In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm. As an Associate on… more
- BMO Financial Group (New York, NY)
- …external stakeholders. + Operate at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Apply expertise and thinks creatively ... arising from business/group business activities. In partnership with the assigned business/ portfolio , develops a solid understanding of the business strategies and… more
- Independent Health (Buffalo, NY)
- …supporting non-clinical sales staff, fostering supportive relationships with large practice specialist groups, attending community events, and other duties as needed ... regulations, appropriate clinical consultation, and other assigned duties from senior clinical staff and the Supervising Pharmacist. **Qualifications** + Bachelor's… more
- CBRE (New York, NY)
- …in a matrix structure. + Proven experience in Client Care/Client Relations/Investor Relations/ Product Specialist role within an investment management firm. + ... works on a group of funds/mandates working alongside the portfolio teams and the client solutions teams in executing...lines. **What you will do** . Serve as a Product Champion, senior point person, dedicated to… more
- JPMorgan Chase (New York, NY)
- …business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product ... and solution positioning + Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within… more
- S&P Global (New York, NY)
- …results. **Responsibilities and Impact:** A key partner to sales, commercial strategy, product , and business leadership, you will work closely with the team to ... campaigns and events that support an exciting and evolving portfolio of products within a high-growth part of our...a high-growth part of our business. + Execute multi-channel product marketing campaigns that have real business impact and… more
- DeCrescente Distributing Company (Mechanicville, NY)
- …and reports suspicious activity to DDC management. + Sells and promotes DDC's full portfolio of products with high focus items to be determined by the Wine & ... to influence a diverse group of retail buyers and senior retail management at headquarter locations. + Certified WSET...Spirits), CMS Level 1 and/or Certified Wine & Spirits Specialist preferred. + Cicerone Beer Certification required, or ability… more