- Nuveen Investments (New York, NY)
- The Senior Client Service Manager supervises a...direct indexing market share. + Coordinate direct indexing client transitions activity ... as a high level contact for clients, and guides direct reports on onboarding new client accounts,...Nuveen business partners. + Support the transformation of Nuveen's direct indexing platform through new technology, tools,… more
- BlackRock (Atlanta, GA)
- …clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing , fixed income, active equity, and multi-asset. We ... on enhancing and maintaining integrations that support business users in meeting client needs and onboarding new partners and operating models onto the platform.… more
- Charles Schwab (Washington, DC)
- …of digital advisory offerings, personalized indexing and high net worth client products and programs including advising senior management on new and ... more comprehensive set of solutions and enhance the overall client experience, but also strengthen our ability to attract...In this newly created role, we are recruiting a senior legal leader to support the Wealth & Advice… more
- BlackBox (Toledo, OH)
- …opportunities, competitive compensation, benefits, and more. This Opportunity: The role of the Senior Project Manager is to serve as an ambassador for Company and is ... financial outcome of multiple projects of various sizes. The Senior Project Manager leads, directs, and manages a team...Practices that conform with the Company's Safety Program and client worksite policies ensuring that every person on the… more
- City of New York (New York, NY)
- …conducts in-person and virtual outreach through participation in community events and direct enrollment support to bring HRA benefits and services to New Yorkers ... are deployed to NYCHA developments and visit community centers, senior centers, and other community spaces to engage with...ACCESS HRA mobile application and/or other document upload and indexing features. - Represent DSS-HRA-DHS at events in the… more