Manager, Client Financials - New York, NY

We are seeking an experienced Client Finance & Co-op Manager to join our team. As a key member of the Toyota Retail Division (TDA Finance), you will oversee complex financial operations, lead team members and manage the TDA Co-op Reimbursement Program. · Lead finance team members ...

+ Develop a high-quality wealth management practice that provides a personalized wealth management strategy. · + Enhance and preserve relationships with key partners to boost client introductions and engagement. · + Proactive client and prospect outreach promoting Citizens Wealth ...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial pl ...

Sell what you love. For us and millions of users across the globe, that's Spotify. Join the Sales team and you'll build the relationships that help grow our business in existing markets and beyond. · ...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. · ...

Join an elite international law firm as a Senior Client Reporting/Financial Analyst where data meets strategy and insight drives action. · ...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. · Series 7, 63, 65 (or 66) active and valid. · A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the ...

We are representing a premier client-centric investment firm in NYC that bridges the gap between sophisticated institutional research and bespoke wealth advisory.We seek Senior Financial Advisor to serve as primary steward for high-net-worth and institutional capital. · ...

We are seeking a Client Relationship Executive to join our Business Development organization. · KPMG is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. · ...

Join an elite international law firm as a Senior Client Reporting/Financial Analyst, where data meets strategy and insight drives action. · ...

Job Description – Client Engagement Manager (CEM) – Financial Services · Company: · IT Services firm · Employment Type: · Full-time · About the client · It applies next‑generation technology to help enterprises transform businesses globally. With deep domain expertise in banking, ...

We're seeking a Senior Sales Executive to drive new growth for our AI-enabled legal technology portfolio. · Own full-cycle enterprise sales: prospecting, discovery, value mapping, business case development, multi-threading, negotiation and close/li> · Build the segment from the ...

The Financial Services Client Executive is responsible for driving strategic growth through the delivery of high-value solutions and services. This role requires a highly technical professional with a consultative selling approach, capable of orchestrating and managing large-scal ...

Job summary · We're seeking a Senior Sales Executive — Financial Clients to drive new growth for our AI-enabled legal technology portfolio.You'll own end-to-end enterprise deal cycles with Financial/Transactional clients while partnering closely with internal cross-functional tea ...

KPMG Advisory practice is currently our fastest growing practice. · Minimum ten years of recent experience demonstrated selling a broad range of professional services in a complex sales cycle environment for financial services clients in the capital markets, · ...

About Judi Health · Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: · Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to sel ...

We're on a mission to bring everyone the inspiration to create a life they love. · Bachelor's degree in digital media or SAAS sales · ...

The Financial Services Client Executive is responsible for driving strategic growth through the delivery of high-value solutions and services. This role requires a highly technical professional with a consultative selling approach, capable of orchestrating and managing large-scal ...

We're a team of passionate individuals ready to tackle challenges, · learn from one another, · and drive results.We believe in empowering our team members, · providing them with the tools they need to succeed, · and trusting them to lead the way. · ...

+ Private Client Financial Advisors conduct thorough discoveries to understand client goals and construct tailored financial plans. The Citizens PCFA is a collaborative environment emphasizing client interests and personal growth. Qualifications include Series 7, 63, 65 licenses, ...