Direct Indexing Strategist, Vice President Mellon Investment Management About BNY Mellon Investment Management BNY Mellon Investment Management is a leading investment manager, with $1.8 trillion in assets under management as of September 30, 2023. Through an investor first approach, the firm brings to clients the best of both worlds specialist expertise from seven specia

Manage a globally distributed Proposal Budgeting and Pricing team, including hiring, training, motivating, coaching, and retaining team members. Coordinate with the Business Development and Program teams on strategic issues involving competitive, realistic, and responsive proposal budgets, including alternative financing models for new donors and/or geographies. Ensure th

At FIS, our technology and our people are always moving forward. While we advance the way the world pays, banks and invests, our teams also grow their own careers. We believe in building inclusive teams where everyone's views count. Together, our collective diversity, skills and talents empower us to deliver the best products and solutions for our colleagues, clients and

Ameresco, Inc. (NYSE AMRC) is a leading cleantech integrator and renewable energy asset developer, owner and operator. Our comprehensive portfolio includes energy efficiency, infrastructure upgrades, asset sustainability and renewable energy solutions delivered to clients throughout North America and Europe. Our solutions range from upgrades to facility's energy infrastru

We have a Unique Opportunity to lead our Shrewsbury Branch team. We're looking for someone who expects and encourages continuous learning, holds themselves and their co workers to impeccable standards and thrives in an environment where you'll be rolling up your sleeves and working along side each other every day. You're an individual who possesses strong relationship ski

Results oriented mindset focused on meeting all client timelines Desire to build a team focused on audits of private equity and venture capital portfolio companies. Readiness to travel with audit teams as needed based on geographic locations of portfolio companies Develop and maintain strong client/investment company owner relationships Ability to collaborate with other s

/Objective The Compliance Assistant Manager is responsible for assisting with the management of DCU's Compliance department, and with the development and management of DCU's Compliance Program and Compliance Management System. Responsible for overseeing a team of Compliance Officers and helping to ensure that DCU is in compliance with all applicable laws and regulations. R

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environ

Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS214AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali

Develop relationships with clients and other stakeholders Participates in the development of and support the client's strategic plans Monitor the financial performance of clients Compile and analyze financial reporting packages Prepare monthly and annual operating budgets Develop and manage financial controls in accordance with the company's procedures Communicate financi

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net worth individuals, their families, family offices, C Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all

Global Fund Banking Relationship Managers are responsible for new business development and expansion of existing relationships, as well as, delivering a wide range of banking solutions for Private Equity Firms. In addition to managing a portfolio of client relationships, there is an expectation to maintain a strong prospect list and relationships with other centers of inf

This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin Williams products, and recommend the right solutions. Branch coordinators are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up to date with product features and maintain the high quality

Function as an industry leader in the Boston market through an established professional reputation and network, ability to quickly build a network of business contacts and referral sources Actively participate in the execution of the firm's Audit growth strategy Lead all phases of the audit process, ensure quality assurance standards are being performed while providing ex

Increase the Bank's profitability by cultivating new business relationships. Maintain and develop customer relationships, new business, and periodic review of existing loan arrangements. Negotiate proper loan structures, selling the Bank's credit and non credit products. Accept special projects in support of the team and community involvement. Maintain knowledge of corpor