- City National Bank (Lake Mary, FL)
- …Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the ... the workflow and development of teammates: - Training of systems and procedures - Foster growth of responsibilities, and...stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors *… more
- Citigroup (Irving, TX)
- …team is at the forefront of securing one of the world's largest financial institutions. Charged with the comprehensive design and ongoing management of our ... & Expertise:** Serve as a technology subject matter expert and strategic advisor for internal and external stakeholders, providing direction for all firm-mandated… more
- Capital One (Chicago, IL)
- …expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and ... implementation + Serve as an authoritative expert on non-functional system characteristics, such as performance, scalability and operability +...At least 5 years of experience with large, distributed systems + At least 5 years of experience with… more
- Capital One (San Francisco, CA)
- …expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and ... and implementation + Serve as an authoritative expert on non-functional system characteristics, such as performance, scalability and operability + Continue learning… more
- KeyBank (Plymouth Meeting, PA)
- …adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. + Coordinate officer transitions ... on or off the KPB sales team. + Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality… more
- Cognizant (Columbia, SC)
- …will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending strategic, tactical and ... prospecting and other sales management goals. . Lead operations and maintain process and system hygiene to enable system oriented KPI's and measurement. . Run… more
- Minnesota State (Red Wing, MN)
- …leadership team, the Vice President of Strategic Initiatives is the college's advisor to the President on economic development and opportunities to build ... of key institutional importance, including strategic planning, Minnesota State system initiatives, marketing and communications, workforce education, and institutional… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems + **Client Reporting** : Provide customized reporting and analysis… more
- Hartwick College (Oneonta, NY)
- …team. As the College's Chief Academic Officer and the President's primary advisor on academic matters, this role provides future-oriented, innovative and strategic ... Strategic Academic Leadership + Act as the President's primary advisor on academic matters, providing future-oriented, innovative and strategic leadership… more
- Oracle (Reston, VA)
- …Integration Cloud, and Data/AI capabilities across mission and administrative systems . Key Responsibilities: * Direct cross-portfolio consulting operations across US ... workforce development, and unified delivery standards. * Serve as senior advisor to CXO-level government leaders on Oracle's enterprise cloud capabilities, secure… more