- Bank of America (San Francisco, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of...Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as… more
- Vanguard (Malvern, PA)
- …diverse fixed income strategies. You'll partner closely with portfolio managers and senior leaders to elevate decision quality, safeguard client outcomes, and ... returns. + Exceptional communication skills-able to translate complex analytics into actionable insights for senior stakeholders. + Strategic thinker with a… more
- Red River (Lexington, MA)
- …transparency across all stakeholders 8. **Reporting & Analytics** + Deliver performance insights to senior leadership and clients + Leverage ServiceNow ... Our employees work together to foster wise decision-making that relies on data, experience , and collaboration. We seek self-motivated individuals who are open to an… more
- Bloomberg (San Francisco, CA)
- …attention to detail **We'd Love to See:** * Excellent interpersonal skills * Experience managing client relationships * Experience using the Bloomberg ... San Francisco Location San Francisco Business Area Sales and Client Service Ref # 10047254 **Description & Requirements** **About...pragmatic problem-solvers who can turn big ideas into real insights and impact. Working here can be fast-paced and… more
- Publicis Groupe (Philadelphia, PA)
- …advocates. **Responsibilities** **RESPONSIBILITIES** + Client Focus: + May own the client relationships at the mid- senior level within the client 's ... of his/her assigned project team + Ensures clear, ongoing communication regarding the client and brand strategy, strategic insights pertaining to the client… more
- Finn Partners (New York, NY)
- …industry conferences, competitor developments, and trading activity + Providing regular insights and analysis to senior executives on investor/analyst feedback, ... have 5+ years of prior investor relations or financial communications work history. Experience in the health, biotech, healthcare services and med-tech fields a huge… more
- DataRobot (Boston, MA)
- …for prospective clients. + Predictive risk management and retention: Utilize data-driven insights to monitor client health, proactively identify potential churn ... growth driven by AI-focused initiatives. **Knowledge, Skills and Abilities** **:** + Proven experience in a senior account management or sales leadership role,… more
- S&P Global (NY)
- …strategies by developing value proposition during pre-sales process + Present custom insights to senior -level clients including C-Suite executives based on ... industry-leading S&P Global Mobility data assets + Provide actionable insights to stakeholders through detailed reports and presentations, including C-Suite… more
- JPMorgan Chase (New York, NY)
- …senior leaders on technology strategies, and innovation opportunities. Experience in developing and presenting comprehensive reports that influence ... The Asset & Wealth Management (AWM) Technology Strategy team partners with senior leaders to define and execute technology priorities, drive strategic initiatives,… more
- JPMorgan Chase (Columbus, OH)
- …organizational changes, and functional strategic development efforts. + Present to senior executives and key stakeholders, emphasizing actionable insights rather ... Join a dynamic team which drives transformative change by collaborating with senior leaders to re-engineer core business components. We drive operational excellence… more