- Bloomberg (New York, NY)
- …end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. **Our Team** Bloomberg's Research Management System (RMS) ... portfolio management, compliance, and operational systems. Unlike a generalist project manager , the Implementation Specialist is a hands-on product expert, guiding… more
- TIAA (New York, NY)
- …Qualifications:** + 5+ years of risk management experience in wealth management, trust and/or brokerage as well as product development and management. + Experience ... + University degree + Significant risk management experience within a wealth, trust and/or brokerage business as a senior risk leader or an external… more
- TD Bank (New York, NY)
- …Inc) with independent and complex regulatory regimes. The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing ... Distribution teams are both securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate trust . The Wealth… more
- MTA (New York, NY)
- …team transparency and delivery tracking. + Foster a culture of collaboration, trust , psychological safety, and accountability within and across teams. + Act as ... could be, but are not limited to: Relevant Certifications Certified Product Manager PMI Agile Certified Practitioner (PMI-ACP) Certified Agile Project Manager … more
- Mount Sinai Health System (New York, NY)
- …Leads nursing practice using the tenets of the Professional Practice Model of Relationship Centered Care and the Care Delivery Model of Modified Primary Nursing for ... behaviors. 3. Ensures the integration of PHR into clinical activities to enhance Relationship Centered Care. 4. Validates staff members round hourly on all patients… more
- Citigroup (New York, NY)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary, capital markets and investment services to target market clients ... docs and link all client accounts to the appropriate relationship . + Proactively follow up with clients on post-sale...to establish overdraft lines & escalate to Service Team Manager . + Maintain Credit Documentation Deficiencies > 60 days… more
- TD Bank (Huntington, NY)
- …TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple locations; ... events, save time and money, and exceed their needs + Utilizes Customer Relationship Management tools to proactively play a key role in Customer assessments,… more
- The Salvation Army (West Nyack, NY)
- …approximately 35 hours of work per week and is onsite. Responsibilities Office Manager : * Assist in the encouragement and training of personnel reporting to the ... and processing all agreements, leases, releases, deeds, notes payable and receivable, trust agreements, contracts for purchase or sale of property, resolutions and… more
- Cayuse Holdings (Albany, NY)
- …delivery revenue growth + Tactically, all this translates to: + Establishing a "forever" relationship , built on trust , with key clients + Creation of account ... largest and most precious accounts. The role requires strategy, relationship management, and the ability to partner with sales/capture...getting into the trenches by acting as a project manager or consultant coach to your teams during challenging… more
- The Arc Erie County NY (Williamsville, NY)
- …case. Reporting Relationship : The Career Coach receives supervision from the Manager of OPWDD Supported Employment Services or the Placement Manager that ... in preparation for employment and post-secondary options through ongoing communication with their manager and once placed in a position, the Career Coach will be… more
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