- Evolent (Albany, NY)
- …* Act as a strategic advisor , building trusted relationships with business leaders and providing financial insights to support decision-making. * Drive ... This role is part of a centralized corporate FP&A team focused on financial intelligence, analysis, and...Finance, Client Finance, Talent, and other teams to align financial planning with business execution. * Synthesize… more
- JPMorgan Chase (New York, NY)
- …+ Proven transformation experience, including project and program management that spans business and partner teams within the financial services industry. + ... US, UK, and French markets. The Global Mortgage Solutions team includes a global mortgage product team ...are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team . The Client Associate enhances the client experience by assisting with ... Wealth is Neuberger Berman's direct-to-client wealth and investment management business . Managing $70b+ in client assets across 40+ seasoned...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad… more
- Bank of America (New York, NY)
- …sales team . + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues ... client/ advisor experience. **Qualifications:** + 2-5+ years of general financial services experience + 2 plus years' experience in alternative investments… more
- Deloitte (New York, NY)
- …solver who wants to work with clients to figure out what lies behind the financial numbers? If so, Deloitte's Bankruptcy Accounting team could be the place for ... is a leader in helping organizations transform periods of financial difficulty or crisis into opportunities for business...and focus on the operations of the newly reorganized business . The Fresh Start team process necessitates… more
- Scotiabank (New York, NY)
- …focus will be on expanding and deepening client relationships, identifying new business opportunities, and delivering tailored financial solutions that align ... contact for clients, building and maintaining strong relationships by understanding their business objectives and financial needs. You will collaborate with… more
- KeyBank (Syracuse, NY)
- … Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable contributor ... **Location:** 127 Public Square, Cleveland Ohio COMMERCIAL PM TEAM IS GROWING **Job Summary** The VP, Portfolio Management is an individual contributor responsible… more
- MongoDB (New York, NY)
- …manage financial planning, forecasting, reporting, and analysis for key business decisions, product strategy, and resource allocation. The Director will enable ... leadership, building strong relationships and serving as a proactive advisor to your business partners, allowing you...Minimum of 4 years experience managing and leading a team + Proficiency in financial modeling, Google… more
- NBT Bank (Williamsville, NY)
- …of client's needs, based on the review and analysis of personal and business financial data gathered. Delivers distinctive service by completing annual ... -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking… more
- S&P Global (New York, NY)
- …16 **The Team ** At S&P Global, you will be part of a dynamic team that drives financial strategy and innovation within the technology sector. We are seeking ... role in advising our CTOs and CIOs on the financial impacts of business decisions, helping to...with procurement and vendor management goals. + Lead a team of financial analysts, fostering a culture… more