- JPMorgan Chase (New York, NY)
- …and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor strategy with key strategic ... and alignment with strategic goals + Define and evolve servicing and relationship management models to provide best-in-class service. Focus on client retention and… more
- Carrington (Albany, NY)
- …or Adobe Captivate. + Excellent interpersonal skills including influencing and relationship -building across functions. + Knowledge and abilities in the principles ... + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Anywhere Real Estate (Rochester, NY)
- …Partner with Anywhere Brand teams and local title presidents to manage relationship , input, and questions from Anywhere franchisees during the 2-4 month ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
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