- KeyBank (Mahopac, NY)
- …be considered for upcoming opportunities aligned with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and ... to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer...lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow… more
- KeyBank (Pittsburgh, PA)
- …strong working relationships with all partners. **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and ... support cross- selling opportunities and learn the core bank products to generate referrals back to the Consumer...lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow… more
- Nelnet (Overland Park, KS)
- …to create opportunities for people where they live, learn and work. The Solutions Partner serves as a trusted advisor to our customers, helping them maximize the ... combines solution design, customer engagement, and account expansion. The Solutions Partner works closely with clients to understand their business needs, translates… more
- Highmark Health (Annapolis, MD)
- …analysis, wellness studies, predictive modeling, benefit benchmarking, claim reserving and strategic client support that is both client facing and supportive to ... **ESSENTIAL RESPONSIBILITIES** + Initiate and lead the development of strategic client studies, analyses, and presentation materials needed to appropriately inform… more
- JPMorgan Chase (New York, NY)
- …and industry trends within alternatives. + Partner with investment teams, client advisors, and product development to drive innovation and enhance ... . As part of this team, you will drive competitive intelligence, foster product innovation, and collaborate across investment and client teams to deliver… more
- Amalgamated Bank (New York, NY)
- …digital and lending solution, as well as treasury management products + Partner with key business stakeholders on product positioning and key business ... Management + Identify client needs and end-to-end client experience for banking products in-scope. +... product vendor relationships, as they pertain to product development, functionality, and economics. Commercialization + Partner… more
- JPMorgan Chase (New York, NY)
- …analytical skills to analyze large data sets and provide actionable results to drive product evolution and client product usage. + Maintain a working ... JP Morgan's product suite as well as bespoke solutions. + Partner with business analysts, core technology, legal/compliance, operations, and sales and trading… more
- SMBC (New York, NY)
- …with Sales and Relationship Managers to support client engagements and drive product adoption. + Ensure all products comply with regulatory standards and ... be responsible for the end-to-end management of Payables and Receivables products , including product strategy, development, commercialization, and lifecycle… more
- US Tech Solutions (New York, NY)
- …+ **Market Expertise & Insights:** Serve as the subject matter expert on product , category, and consumer trends. Translate market analysis and consumer ... insights into actionable strategies that inform marketing decisions and product development. + **Cross-Functional Collaboration:** Partner closely with … more
- JPMorgan Chase (Brooklyn, NY)
- …support to internal and external clients daily. + Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal ... **Description** The Corporate Investment Banking - Client Service Analyst is a part of the...expertise to our clients. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management,… more