- CVS Health (Albany, NY)
- …development, and execution of our product roadmap. As a key member of our team , you will drive innovation, manage cross-functional teams, and ensure the delivery of ... outcomes and delivers value. You will support and mentor team members responsible for the entire life cycle management...data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to… more
- Publicis Groupe (New York, NY)
- …the growth, development, and implementation of Management Consulting Services within Financial Services across the Publicis Sapient business in North America. Your ... and more junior consultants + Act as a peer advisor to clients + Lead development of proposals (with...participate in the entrepreneurial construction of the strategy consulting team : support recruiting process, define ways of working, contribute… more
- Publicis Groupe (New York, NY)
- …evolve for a more digital future. **Responsibilities** + Act as a trusted advisor to clients by leveraging cloud/big data for customer acquisition and engagement as ... journeys + Manage the engineering teams' quality of delivery, mentor the technical team , manage technical risk, and face-off against client IT leadership in defining… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- JPMorgan Chase (Brooklyn, NY)
- …experience required, coupled with a proven track record of developing and coaching high performing Advisor team + Ability to travel 50% of the time + A valid ... and how our customers want. You will lead a team of a Financial Advisors who service...ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of… more
- Bank of America (New York, NY)
- …Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (New York, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes...activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- Tompkins Community Bank (Ithaca, NY)
- …Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. + Execute ... advisor marketing plans by coordinating client events; client mailings.../Trust Officer when set alerts/ticklers are triggered. + Assist financial planning by entering client information into the … more
- JPMorgan Chase (New York, NY)
- … Advisor :** Serve as a key advisor to the leadership team , offering strategic financial and business management insights and recommendations to drive ... the Head of Functions Talent & Employee Experience and their leadership team . This position is essential for supporting strategy and transformation around functions… more
- JPMorgan Chase (Brooklyn, NY)
- …a Vice President within the Risk Management - Risk Controllers - Firmwide Allowance team , you will focus on ensuring the integrity and accuracy of reporting and ... cost budget and forecast. Additionally, you will engage in other team duties, including maintaining allowance-related standards and preparing the CECL scenario… more