- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering ... with external field coverage, sales leadership, intermediary specialist teams and the home office relationship group. Primary functions will include efficiently… more
- Ankura (New York, NY)
- …innovative approach, leveraging data, technology, and analytical thought to address complex client issues. We pride ourselves on a unique combination of technical ... perform all processing tasks through the entire e-discovery lifecycle to ensure client satisfaction and accurate deliverables that meet or exceed the requirements.… more
- Ankura (New York, NY)
- …perform all processing tasks through the entire e-discovery lifecycle to ensure client satisfaction and accurate deliverables that meet or exceed the requirements. ... on time, within budget that meet or exceed the client requirements and expectations + Meet periodic objectives and...Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end solutions to… more
- EPAM Systems (New York, NY)
- …be the perfect opportunity to join EPAM as a **Technology Senior Manager, Insurance Advisory ** . In this role, you will engage with insurance clients in a leadership ... (P&C). You will be an integral part of the Advisory Strategy & Transformation technical team, leading the building...partners, and offerings in the marketplace. This includes orchestrating client and EPAM teams to ensure client … more
- Avanade Inc. (New York, NY)
- …AI, and bold digital experiences. As our Data, AI, and Digital Experience Advisory Presales Lead, you'll sit at the intersection of innovation and impact, helping ... business growth, and lead with a forward-thinking approach to client satisfaction and success. Together we do what matters....to amplify Accenture's market voice. * Regulatory & Compliance Advisory - Guide clients on HIPAA, FFIEC/OCC, NAIC, 21… more
- Arup (New York, NY)
- …shape a better world. Arup's Management Consulting service sits within our Advisory Services practice and is a multi-disciplinary team bringing together ... specialist skills in people, processes, and assets to create...seeking business development opportunities, building new and expanding existing client portfolio. . Manages and monitors project commercials ensuring… more
- Raymond James Financial, Inc. (New York, NY)
- …effective two-way flow of information and resolution of issues. Manage strategic client and customer relationships, typically by deploying large account teams to ... practices through continuing professional development, attending conferences, and reading specialist media. Skills: Uses expertise to act as organizational authority… more
- Raymond James Financial, Inc. (New York, NY)
- …for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from ... and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best… more
- Raymond James Financial, Inc. (New York, NY)
- …aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of policies and procedures, ... practices through continuing professional development, attending conferences, and reading specialist media. Skills: Works independently and provides guidance and… more
- Bank of America (New York, NY)
- …growth through his/her subject matter expertise and high value, high touch and advisory client engagements. The Specialists support the complete treasury and ... their digital experience across all four channels of the CashPro platform. A Specialist drives relationship deepening, client satisfaction, and treasury revenue… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... including trusts and estates, loans, mortgages and deposits. As a Fixed Income Specialist within the Global Products and Solutions Group, you will work with a… more
- Bank of America (New York, NY)
- …program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license ... Private Wealth Management Specialist -NR New York, New York **To proceed with...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- BlackRock (Princeton, NJ)
- …a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. ... Boston, Atlanta or San Francisco **Business Description:** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and… more
- Bank of America (Iselin, NJ)
- Wealth Management Specialist Iselin, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Iselin/Wealth-Management- Specialist \_25028889) **Job Description:** Merrill Wealth Management is a leading… more
- Bloomberg (New York, NY)
- …role in portfolio design + A proven track record in business development, client advisory , or revenue generation + Excellent presentation and interpersonal ... used throughout the investment process. **What's** **the role?** We're looking for a client -facing Equity Index Solutions Specialist to help drive the growth and… more
- WTW (New York, NY)
- …Services and Solutions practice who will be responsible for assisting the broader client service and brokerage teams in the advisory , development, implementation ... **The Company** Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory , broking and solutions company that helps clients around the world turn… more
- Bloomberg (New York, NY)
- Private Credit Market Specialist - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10043079 **Description & Requirements** ... through their ongoing relationship with Bloomberg. **Our Team** The Market Specialist team within Financial Solutions serves as the financial market and… more
- WTW (New York, NY)
- …and Solutions practice that will be responsible for assisting the broader client service and brokerage teams in the advisory , development, implementation ... **The Company** Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory , broking and solutions company that helps clients around the world turn… more
- Deloitte (Morristown, NJ)
- AI Data Specialist Our Human Capital practice is at the forefront of transforming the nature of work. As converging forces reshape industries, our team uniquely ... for this role ends on 8/31/25. The AI Data Specialist in Deloitte's Insights, Innovation & Operate practice will...in driving the adoption of AI technologies to transform client business models and deliver cutting-edge solutions. This role… more
- CBRE (New York, NY)
- …Technology Specialist Job ID 211841 Posted 30-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Digital & Technology/Information ... **About The Role:** As a CBRE OT Deskside Technology Specialist , you will provide research and analysis support to...in Manhattan and will provide onsite support to multiple client sites in Manhattan. **What You'll Do:** + Follows… more