- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the ... teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists,… more
- Bank of America (Pennington, NJ)
- …Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and ... Investment Advisory Specialist II Pennington, New Jersey... Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with other Investment… more
- Guidehouse (New York, NY)
- …designated project team and support the day to day management of the client relationship. You are expected to effectively develop and manage work plans, staffing, ... Work products are expected to be high quality and client ready. In this visible role, you will lead...ability to manage multiple work streams, professional expertise, and client and business development skills, they progress to the… more
- Guidehouse (New York, NY)
- …Access, etc.) and leverage analytic techniques to use data to guide client and team decision-making. + Must have advanced data collection, research, information ... written and oral communication skills and ability to produce client ready deliverables including PowerPoint presentations. + Excellent attention...+ Must be willing and able to travel to client sites across the US, up to 20% of… more
- Guidehouse (New York, NY)
- …Access, etc.) and leverage analytic techniques to use data to guide client and team decision-making. + Must have advanced data collection, research, information ... written and oral communication skills and ability to produce client ready deliverables including PowerPoint presentations. + Must be...+ Must be willing and able to travel to client sites across the US, up to 20% of… more
- Guidehouse (New York, NY)
- …Access, etc.) and leverage analytic techniques to use data to guide client and team decision-making. + Must have advanced data collection, research, information ... written and oral communication skills and ability to produce client ready deliverables including PowerPoint presentations. + Excellent attention...+ Must be willing and able to travel to client sites across the US, up to 20% of… more
- Deloitte (New York, NY)
- …our world! What you'll do As a Senior Manager on our Global Trade Advisory team, you will participate in engagements requiring regulatory analysis for a variety of ... multinational companies, understand national and international trade requirements, and align client trade functions with their business objectives. You will also… more
- TD Bank (New York, NY)
- …and keeping senior coverage officers informed as required) + Liaises and maintains client relationships + Acts as an experienced specialist for an assigned ... optimization + The Vice President will initially partner with senior Ratings Advisory team members progressing to producing independent rating opinions and leading… more
- Dow Jones (New York, NY)
- …intelligence. **ABOUT THE ROLE** Reporting to a Client Retention Manager, the Client Engagement Specialist (CES) will manage all renewal aspects of the ... provider, and Oxford Analytica, a provider of geopolitical intelligence advisory services. Then in September 2025, Dow Jones Global...these accounts made by the Account Executive. As a Client Engagement Specialist , you will liaise with… 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 ... best practices through continuing professional development, attending conferences, and reading specialist media. Skills: + Uses expertise to act as organizational… 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 (Iselin, NJ)
- …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 ... Wealth Management Specialist - NPD Iselin, New Jersey **To proceed...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- BlackRock (Princeton, NJ)
- **About this role** **About this role:** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… 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
- 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
- S&P Global (New York, NY)
- …strengthen their own credit, supplier, and third-party risk management practices. + ** Advisory ** : to embed our analytics into client -facing engagements across ... of our Credit Risk Solutions within leading consulting and advisory firms. These firms use our solutions in two...+ Partner with consultants to embed our tools into client engagements, positioning our solutions as a differentiator in… 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
- Grant Thornton (New York, NY)
- Grant Thornton is seeking an IT AV Production Support Specialist to join the team in the New York, NY office. We are seeking a dedicated IT AV Production Support ... Specialist to support the firm's AV Production capabilities, provide...firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational,… more
- Google (New York, NY)
- Search Ads 360 Specialist , Google Customer Solutions _corporate_fare_ Google _place_ New York, NY, USA **Mid** Experience driving progress, solving problems, and ... solutions, implementing and measuring digital advertising campaigns and providing client solutions. + 4 years of experience in a...skills. **About the job** As a Search Ads 360 Specialist , you will develop and renew relationships with agencies… more