- World Insurance Associates, LLC. (Brewster, NY)
- …insights and changes are communicated effectively to Unit Leaders and service teams Executive Client & Operational Oversight + Provides strategic oversight for ... in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll… more
- Vanguard (Charlotte, NC)
- …include high-profile, and influential individuals and families. By communicating Vanguard's investment philosophy and making recommendations that consider client ... work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy… more
- BlackRock (New York, NY)
- …this role** The Global Partners Office (GPO) is a newly formed client business group responsible for helping the BlackRock organization deliver differentiated ... creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for… more
- TD Bank (New York, NY)
- …and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our ... responsible for translating strategic objectives into actionable delivery, creating executive -level reporting, and ensuring disciplined execution under fast-paced and… more
- Equitable (New York, NY)
- …fund and industry data + Produce summary reports for presentation to Executive Management and Equitable Investment Management's independent board + Contribute ... is responsible for the General Account function as well as the Equitable Investment Management Group. The Equitable Investment Management Group provides … more
- Burns & McDonnell (Richmond, VA)
- …projects through client gate approval processes including presentations to senior and executive management as required by each client . + Manage projects for ... prevent scope from being duplicated or performed inefficiently + Monitor composition of client 's capital investment allocation to align with stated subsidiary … more
- JPMorgan Chase (New York, NY)
- …execution of strategic initiatives. + Proactively propose new ideas on client opportunities, product development , business optimization, thought leadership, and ... JP Morgan Global Alternative Investment Solutions is one of the largest, most...a key point of contact and advisor to the executive management team, providing high-level support, managing projects and… more
- NBC Universal (New York, NY)
- …programmatic investment , innovation, and automation. + Build and nurture executive relationships with agency trading desks, investment leads, and ... and expand our relationships with agency holding companies and their programmatic investment teams. This leader will be responsible for driving programmatic adoption… more
- First National Bank of Omaha (Omaha, NE)
- …Individual Segment goals and profitability objectives under changing circumstances. **Business Development :** + Drive new client acquisition through targeted ... to advise, guide and deliver long term planning and investment advice and solutions to customers to effectively manage...and strategic partnerships. + Develop and execute a business development plan to grow the UHNW client … more
- HUB International (Argyle, TX)
- …mentorship with Account Administrator/Assistant Plan Analyst were applicable + Coordinates client contact changes with Producer/Account Executive + Organizes ... broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600… more