- H&R Block (New York, NY)
- …experience expectations to win, retain and delight these referral clients from "Retail" Wealth Managers. You will interface with the wealth managers from the ... between the tax advisors in the program and the wealth managers to further the client experience. This role...required + Proficiency in Karbon (Accounting based AI-powered practice management software) + Bachelor's degree or the equivalent through… more
- Guardian Life (New York, NY)
- …line of business for third party distribution partners, reporting to the Head of Wealth Management & Channel Marketing Strategy. This role is dedicated to ... wholesaler engagement. They will be responsible for marketing, communications, and inventory management within this line of business and work to execute with… more
- S&P Global (New York, NY)
- …of Discovery, Partnership, and Integrity. **Responsibilities and Impact:** As a Sales Specialist within our dynamic Financial Institutions team, you will play a ... in business development and client engagement across the Investment Management and Alternative Asset Management segments. Your...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Deloitte (New York, NY)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... collaborative environment? As an experienced Ent Imaging & Radiant/Cupid Specialist you will have the ability to share new...In depth knowledge of radiology and cardiology workflows, imaging management , and the use of Epic's EHR to support… more
- TD Bank (White Plains, NY)
- …TD Wealth **Job Description:** The Trade Operations Senior Support Specialist is responsible for the strategic and operational oversight of the trading ... desk, ensuring adherence to regulatory requirements, risk management practices, and timely execution of trading activities. This leadership role serves as a key… more
- JPMorgan Chase (New York, NY)
- …approach, closing the sale and asking for referrals + Demonstrates understanding of wealth management including investment management , trusts and financial ... organizations. Job Responsibilities: + The Lending Solutions Commercial Real Estate Specialist will be responsible for driving commercial real estate credit… more
- Arrow Financial Corporation (Glens Falls, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... professional to join Loan Services team as: Loan Services Specialist This opportunity may be perfect for you if...> Support and assist team members; work closely with management and unit to assess needs and determine level… more
- Arrow Financial Corporation (Glens Falls, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... experienced professional to join our Customer Care Center team as: Customer Care Center Specialist This opportunity may be perfect for you if you have experience in:… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **About the Role: Senior Sales Specialist - Pricing, Valuations and Reference Data** **The Team:** This is an exciting ... issues where appropriate + Works with legal and sales management to accurately deliver proposals and contracts + Negotiates...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (New York, NY)
- …to deliver a best-in-class experience in product support, relationship management and customer communications. **Responsibilities and Impact:** The successful ... team members collaborate with internal groups such as product management , operations, technology, and sales to resolve problems or...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more