- S&P Global (New York, NY)
- …+ **Expertise in cloud architecture** (AWS/GCP), specifically with services related to API management (eg, Kong, AWS API Gateway), identity and access management ... executives in Sales and Marketing). You are a trusted advisor , not just a service provider. + **Outstanding client-facing...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Anywhere Real Estate (Buffalo, NY)
- …growth and operational efficiency. The ideal candidate will combine product management expertise with a deep understanding of marketing workflows, ensuring seamless ... marketing technologies. + Strong understanding of marketing workflows, lead lifecycle management , and sales enablement. + Analytical skills with experience in A/B… more
- Insight Global (New York, NY)
- …is seeking an Associate Investment Content Strategist for a large Alternative Asset Management firm in New York City. In this role, you will collaborate closely ... comprehensive reviews with stakeholders both within and beyond the Private Wealth Marketing team. External collaborators include legal and compliance, business unit… more
- S&P Global (New York, NY)
- …**Internally** : to strengthen their own credit, supplier, and third-party risk management practices. + **Advisory** : to embed our analytics into client-facing ... Risk Solutions for internal firm use cases (supplier and counterparty risk management , financial planning, compliance). + Partner with consultants to embed our tools… more
- JPMorgan Chase (New York, NY)
- …similar role within the financial services industry, preferably in private banking or wealth management . + Strong understanding of the Latin American market and ... Global Family Group segment. + Prior advisor experience is preferred but not required + Excellent...business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package including… more
- Raymond James Financial, Inc. (Clarence, NY)
- …summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship ... Management (CRM) software + Actively engage in available training/cross-training...Provide a high level of customer service _Scheff Liddell Wealth Group and its employees are_ **_independent contractors with… more
- S&P Global (New York, NY)
- …Level (for internal use):** 10 **About the Role:** **The Team:** The Account Management team sits within a high-growth, strategically critical segment for S&P Global ... across client stakeholders and workflows, serving as a trusted advisor for solving client's business challenges - Develop and...+ 5 years of experience in sales and/or relationship management roles + Strong Excel and Salesforce.com skills **Strong… more
- LinkedIn (New York, NY)
- …consulting, accounting, and law firms, as well as financial organizations across wealth management , insurance, and commercial banking - supporting their efforts ... yourself and the broader LinkedIn team as a trusted advisor to these firms, sharing insights, building business cases,...+ Experience with SaaS sales + Experience in relationship management speaking to C-level users + Experience with business… more
- Anywhere Real Estate (Rochester, NY)
- …Ensure accurate and complete documentation for all real estate transactions. Risk Management : + Identify and assess risks associated with escrow transactions. + ... processing and customer service. + Strong leadership and team management skills. + Excellent communication and interpersonal skills. +...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- RGP (New York, NY)
- …in at least 2-3 areas within financial services, such as capital markets, wealth management , or insurance. + Advanced proficiency in data strategy, architecture, ... engagements across financial services clients. + Serve as a strategic advisor to C-level stakeholders, translating business needs into data-driven solutions. +… more