- KeyBank (Buffalo, NY)
- …of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- KeyBank (Salt Lake City, UT)
- …of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- KeyBank (Albany, NY)
- …of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- KeyBank (Dayton, OH)
- …of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- Capgemini (Brooklyn, NY)
- …and ensure they function** Understand how Salesforce integrates with our other CRM solutions and customer /business intelligence databases** **Life at Capgemini** ... requirements-** **5 Yrs. Salesforce project experience** **4-6 Yrs. Business Analyst experience** **4-6 Yrs. Salesforce (Functional) experience** Multiple experiences… more
- Robert Half Finance & Accounting (Schaumburg, IL)
- …analysis, including variance and profitability analysis, and produce comprehensive management and board reporting packages. Present written analysis to articulate ... Collaboration: * Develop financial models to support strategic initiatives, including customer pricing, labor staffing, and cost optimization. * Work closely with… more
- Athena Global Advisors (Philadelphia, PA)
- …career-path structure. This team has the following levels of progression for growth and development. Analyst --> Sr. Analyst --> Manager --> Sr. Manager ... Director specializes in managing holistic marketing strategies and 360 campaign management . A successful candidate has passion for problem-solving, managing change,… more
- KeyBank (Naples, FL)
- …of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- SitusAMC (Jefferson City, MO)
- …various financial focused activities within our Servicing and Asset Management business. General responsibilities may include assisting with forecasting, ... of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external...Analytically minded and results-driven + Experience with ERP and CRM systems + Strong computer skills, including advanced knowledge… more
- JPMorgan Chase (New York, NY)
- …multiple lenses + Oral and written communication skills ("story telling") + Client/ customer relationship management skills to facilitate comfortably ... You'll also coordinate with multiple teams, articulating financial performance to senior management and high-profile forums. This role is a unique opportunity to… more