- Wealth Enhancement Group (Tarrytown, NY)
- About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually ... beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and… more
- KForce (Tarrytown, NY)
- Responsibilities Kforce has a client in Tarrytown, NY that is seeking a Business Analyst.Summary:We are seeking a detail-oriented and experienced Business Analyst ... stakeholders to analyze, design, and optimize time tracking and absence management processes, while ensuring seamless integration with ServiceNow workflows. Skills… more
- AlphaSights (New York, NY)
- …industry or profession. Helping you develop transferable commercial and client management skills spanning professional communications, negotiation, persuasion, ... thrive in a fast-paced, results-oriented environment. You possess a client -first mindset. You excel under pressure and enjoy working...project and time management . A clear career path for advancement to Manager… more
- The Jonus Group (New York, NY)
- …and account management . Provide visionary & strategic leadership to the client account management and sales teams, fostering a high-performance culture, and ... ABOUT Our TPA client is currently seeking an experienced Chief Sales...a senior leadership role responsible for overseeing the account management and sales teams within their North America business.… more
- Goldman Sachs, Inc. (New York, NY)
- …to apply to additional opportunities About the Team About the division Asset Management provides investment management solutions across all major asset classes ... to a diverse set of institutional and individual clients. Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we… more
- Vestwell (New York, NY)
- …rapidly Strong written/oral communication and organizational skills Experience in a client -facing Retirement, Wealth Management , Client Success, ... Are We Looking For? We are seeking a seasoned, client -facing Project Manager with 4-6 years of experience in...diverse projects. What Will You Be Doing? Vestwell's Program Management Team team plays an instrumental role in driving… more
- WPP Media (New York, NY)
- …follow up on client team requests with a key awareness of client deadlines. Oversee management of commercial inventory allocation and maintenance process, ... transformational Creativity. Create an Open environment by Balancing People and Client Experiences by Cultivating Trust. Lead Optimistically by Championing Growth… more
- Brookfield Asset Management, Inc. (New York, NY)
- …Job Description The Associate plays a pivotal role in the Diligence Management team, partnering directly with prospective investors, CRMs and other stakeholders to ... all diligence deliverables during fundraising (RFPs, DDQs, etc.) and coordinating client calls, meetings, asset tours, on-sites to advance investor due diligence… more
- Arch.co (New York, NY)
- …organizations What We're Looking For 2+ years of experience in project management , implementation, client services, or consulting Self-starter with exceptional ... Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of… more
- Newfront (New York, NY)
- …issues with minimal guidance. Manage product and carrier implementations. Coordinate the management of client technology solutions alongside the Total Rewards ... approach so that it starts and ends with the client , not the product, and empowering people for moments...productive employees, and more successful clients. The Total Rewards Client Manager is responsible for assisting Newfront employee benefits… more
- CIBC (New York, NY)
- …, sales process, including any sales tools, as well as onboarding and ongoing client management for both US and Canadian Corporate clients. How You'll Succeed: ... to leverage existing relationships to originate new US Cash Management 's revenue and incorporate client needs into...new US Cash Management 's revenue and incorporate client needs into sales platforms as needed. Identify ongoing… more
- CBRE (New York, NY)
- …will be considered. 8+ years relevant work experience and/or training, including people management and multi client account management experience. *Advanced ... performance. Our account management model is at the heart of our client -centric approach to delivering integrated real estate solutions. Each client is… more
- KPMG (New York, NY)
- …as well as deliverable creation, and socialization/signoff with engagement leads and client management Design and implement non-financial risk management ... in design/execution and communicate issues and recommendations to engagement leads and client management ; conduct in-depth risk assessments to identify potential… more
- Brookfield Asset Management, Inc. (New York, NY)
- …groups. Create a stakeholder management strategy primarily with Diligence Management , Marketing & Content, Client Relationship Management , Investor ... and adjust the strategy as circumstances change Lead the close ended Fundraise Management team in all stages of the fundraising life cycle, collaborating with… more
- Velocity Search Group, Inc. (New York, NY)
- Our client , an asset management firm located in NYC is currently hiring a Salesforce Administrator This is a hybrid position (3 days onsite). Qualified ... This is VP/VP role depending on experience. Experience in Wealth or Asset Management is a must have. RESPONSIBILITIES Serve as the primary channel administrator,… more
- Mitchell Titus (New York, NY)
- …tax concepts. Discuss moderately complex tax issues with the engagement team and client management . Keep informed of current tax developments and effectively ... tax strategy and business strategy have to work together across a client enterprise. Our core tax advisory business offerings in International Tax Services,… more
- Papaya Global (New York, NY)
- … client relationships. You will oversee a regional account management team, drive revenue opportunities through upselling and cross-selling, and ensure ... and support to help team members meet and exceed goals. Client Relationship Management : Build and maintain strong partnerships with key strategic clients by… more
- Direct Agents (New York, NY)
- …bi-annual bonus pay is based on company and individual performance. KEY RESPONSIBILITIES Client Campaign Management and Integration: Direct client account ... and provide tailored solutions to reach those goals. Full ownership of client accounts project management ; overseeing all active tasks, managing rolling… more
- Sprinklr (New York, NY)
- …solution delivery, with a strong understanding of the sales process and client relationship management . Technical Expertise: In-depth knowledge of relevant ... customer-facing functions. With advanced AI, Sprinklr's unified customer experience management (Unified-CXM) platform helps companies deliver human experiences to… more
- Vise (New York, NY)
- …office. What you bring on day one 3-7 years of experience in an account management , client relationship or sales role in financial services Experience with and ... resource for our clients. You will oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption of the… more
