- Neuberger Berman (New York, NY)
- …statistics, or computer science preferred + 3+ years' experience with Salesforce Administration ; certifications ( Salesforce ADM201, ADM211) preferred; ... with Financial Services could a plus + Experience within Asset Management and/or Private Wealth Industry highly...verbal communication skills + Experience with building and delivering Salesforce training + Strong data management abilities,… more
- Neuberger Berman (New York, NY)
- …explanations of procedures and oversee the transfer of assets + General administrative tasks; scheduling client meetings, travel and expense reports and CRM tasks ... + Oversee marketing initiatives including mass mailings, quarterly commentary, salesforce campaigns, coordinate logistics and maintain guest invitee lists for client… more
- Cardinal Health (Albany, NY)
- …implementation of paid media campaigns, content amplification efforts, and various administrative and logistical tasks to help drive brand awareness and lead/patient ... This may include setting up campaigns in platforms, creating reports, and managing asset delivery. + Support the amplification of content created by the Activation… more
- OEC Group (Queens, NY)
- …Competencies + Exceptional experiences and demonstratable skills in + CRM (SugarCRM, Salesforce , etc.), Rate & Quotation Management Systems (design, build and ... of experience in IT / 5+ years of people management experience + CRM, Rate & Quotation Management... and capability delegation (Shift-left/Service Service) + Manage IT asset lifecycle and visibility + Control IT policies and… more
- US Bank (New York, NY)
- …+ Facilitate the delivery of strategies and capabilities including portfolio management , trust administration , investment advisory, and insurance + Deliver ... and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we...experience for your clients + Technology platforms including MoneyGuidePro, Salesforce , Seismic, and more to help you service your… more
- City National Bank (New York, NY)
- …through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons of current ... all other appropriate services. * Assume primary responsibility to work with CNR Administrative group on the front-end on-boarding of new investment management … more
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