- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent Investment clients and ... activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other… more
- TTEC (Tempe, AZ)
- …Sales Effectiveness & Enablement, plays a critical dual role, serving as both a sales trainer and ROI analyst . This individual will be responsible for driving ... conversion rates, customer experience, and revenue outcomes. + Collaborate with Global Sales Operations and Client Leadership to align training, quality, and… more
- Norstella (Nashville, TN)
- …success, sales , and implementation teams to gather requirements, understand client pain points, and prioritize feature improvements. + Analyze product usage ... and expanding current product functionality by working with users, client facing teams, designers, and senior product leadership. You...or a closely related role (eg, Product Owner, Business Analyst , Data Analyst ), preferably at a life… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the...staff compensation + Lead the sourcing, assessing, hiring, and onboarding of new talent; and the off boarding of… more
- TD Bank (New York, NY)
- …oral presentations. The successful candidate will support a Senior Research Analyst in analyzing individual biotech companies and market trends; composing ... scientific and clinical due diligence; and interacting with Cowen's institutional sales force, traders, investment bankers, and investor clients. **Note from Cowen… more
- Neuberger Berman (New York, NY)
- …and develop mitigation strategies. + Run workshops, demos, roadshows, and onboarding ; cultivate "platform champions" across business teams. + Drive enterprise ... success for data platforms. + Proven experience managing and developing business analyst teams; strong people leadership and stakeholder management. + Track record… more
- Regions Bank (Charlotte, NC)
- …leading cross-functional and transformational projects + Financial Services process expertise covering sales , client onboarding , or operational experience to ... to lead a team comprised of various project managers, analyst , and/or vendors as required for larger initiatives **Preferences**...sector (micro businesses to companies $5MM in annual gross sales ) a plus + Deep understanding of digital banking,… more