Associate, Internal Product Specialists Goldman Sachs & Co. LLCAssociate, Internal Product SpecialistsNew York, NY$149,000–$156,000 / yearPrior work experience must include three (3) years with: designing and preparing pitch books, marketing materials and commentary relating to private equity funds and co-investments; creating data analyses and quantitative models to prepare detailed committee memos, synthesizing due diligence process and results, and presenting to investment, implementation operational and Board committees; analyzing macroeconomic trends and private equity funds and co-investment fund performance and closely integrating with investment teams to produce client commentary and quarterly letters; conducting research around business development trends or themes by geography and client type, as well as conducting competitor analysis and market intelligence on private equity managers; private funds and alternative investments, specifically, private equity, and knowledge of the investment management industry; and conducting market research and data analytics using Preqin and Pitchbook. Preparation of custom presentations and quarterly and annual investor letters for prospective and existing clients, creating and incorporating data analyses related to investment performance, fund strategy, portfolio exposures, concentrations and diversification.
Product Support Specialist Medline IndustriesProduct Support SpecialistNew York City, NYFull timeBachelor’s degree and at least 2 years of sales or customer service-related experience OR High school diploma or equivalent and at least 4 years of sales or customer service-related experience. Collaborate and build effective relationships within assigned accounts as well as with internal partners (Field Sales Reps, Management, and Product divisions).
NewVP; Product Specialist - Credit Bank of America N.A.VP; Product Specialist - CreditPECK SLIP, NY$180,200–$190,200 / yearABS, CLO & RMBS to assess risk, exposure, & performance trends using Excel VBA & SQL to identify credit deterioration, monitor covenant compliance; Writing complex queries to aggregate loan-level data & generate insights for senior mgmnt using SQL to support portfolio mgmnt, risk reporting, & regulatory deliverables. VP; Product Specialist - Credit sought by Bank of America N.A. to own the US Asset-Backed Securitization (ABS) lending reporting & portfolio mgmnt functions & write effective summaries & presentations to complement reporting of ABS portfolio performance data.
Product Manager JobotProduct ManagerNew York, NY$150,000–$200,000 / yearOr, an experienced dealership Service Manager / Fixed Ops leader who has been a strong adopter of technology, regularly provides feedback to CRM or DMS vendors, understands what works and what does not inside a service department, and is passionate about helping build a better service product for dealerships. This person will help oversee and shape product features built for dealership service departments, including workflows tied to appointment scheduling, repair orders, technician dispatching, service lane tools, customer engagement, and AI-enabled automation.
Global Member Service Training Specialist United Nations Federal Credit UnionGlobal Member Service Training SpecialistNew York, NY$80,070 / yearFull timeRegardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors. Responsible for performing training needs assessments, assisting with the design of material, delivering curriculum and learning materials, and managing all phases of training interventions.
NewLoan Servicing Specialist I - Member Experience United Nations Federal Credit UnionLoan Servicing Specialist I - Member ExperienceQueens, New York$62,290–$70,000 / yearFull timeAt least 2 years of experience in loan servicing or related roles, with hands-on knowledge of mortgage and consumer loan products, including secured/unsecured loans, auto loans, lines of credit, and credit cards. Handle inbound/outbound calls and emails, answer member questions regarding mortgage servicing (billing, escrow, ARMs, PMI, payoffs, satisfactions), and send welcome emails to new members.
NewHousing Specialist | Residential | Mental Health Collaborative Support ProgramsHousing Specialist | Residential | Mental HealthEatontown, NJ$20.67–$21.39 / hourUnder the direction of the Deputy Director the Housing Specialist collaborates regularly with community partners to identify housing opportunities, facilitate referrals, address person served needs, and ensure compliance with housing program requirements. Develops and maintains strong professional relationships with brokers, landlords, linkage agencies, referral sources, and government housing agencies to support effective housing placement and service coordination.
NewSr. Product Manager - Credit & Equity Vaco LLCSr. Product Manager - Credit & EquityNew York, NY$170,000–$180,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAccounts Payable Specialist Vaco LLCAccounts Payable SpecialistNew York, NY$34–$35 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Invoice Management: Lead the end-to-end processing of vendor invoices and payment requests, ensuring all data is reviewed, verified, and accurately entered into the system.
NewAP Specialist Vaco LLCAP SpecialistRed Bank, NJ$70,000–$80,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAccounts Receivable Specialist Vaco LLCAccounts Receivable SpecialistNew York, NY$28Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
NewPayroll Specialist Vaco LLCPayroll SpecialistSecaucus, NJ$80,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAccounting Specialist Vaco LLCAccounting SpecialistBrooklyn, NY$27–$29 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The position offers hands-on experience across accounts receivable, accounts payable, billing, cash applications, and reconciliations, along with ongoing learning and development opportunities under the guidance of experienced finance professionals.
NewPayroll Specialist Kforce Inc.Payroll SpecialistJersey City, NJ$75,000–$80,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewAR Specialist Kforce Inc.AR SpecialistNew York, NY$30–$33Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewGenerative AI Training Specialist IconmaGenerative AI Training SpecialistNew York, NY$84.66–$89.66 / hourBuild and deliver training on AI coding assistants such as Claude Code and OpenAI Codex, helping engineering and technical teams learn to use these tools effectively in their day-to-day development work. Responsibilities: Design and facilitate live and on-demand training on generative AI tools, including (but not limited to) client GPT, ChatGPT Enterprise, Microsoft Copilot, and Claude.
Senior Product Manager PendoSenior Product ManagerNew York, NY$160,000–$175,000 / yearPendo was founded in 2013 by former product managers, who combined their heads and hearts to build something they wanted but never had as product managers: a simple way to understand and attack what truly drives product success. You will work across engineering, design, go-to-market, and customer-facing teams to build for enterprise customers and their complex workflows, security needs, compliance considerations, and data privacy expectations.
NewMultimedia Specialist Pure Power EngineeringMultimedia SpecialistHoboken, NJ$50,000–$65,000 / yearAs a full-service engineering firm, we create the electrical and structural drawings and calculation packages for bidding, permits and construction, as well as supporting the lead up to the full engineering drawings, primarily interconnection support and electrical/structural feasibility studies. Proficiency in Adobe Creative Suite (Premiere Pro, After Effects, Photoshop, Illustrator), Canva, Final Cut Pro, iMovie, DaVinci Resolve or similar video editing software.
Supply Chain Management Operations Specialist Epitec, IncSupply Chain Management Operations SpecialistEnglewood Cliffs, NJ$35–$40 / hourThis is a key position managing Demand/Supply Chain operations for the company's Regional Home Appliance customers focusing on improving synergies in core areas including: Forecasting, Order Management, Inventory Management, Customer management and reporting. The Specialist works closely with the Sales Teams to review sales and order forecasts, review week-over-week forecast changes, and acts as the point of contact among Samsung Supply Chain Team, the Sales Team, and the Customer.
NewBanking Relationship Specialist ConnectOne BankBanking Relationship SpecialistGlen Head, NY$22–$27 / hourAssists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. Banking Relationship Specialists play a vital role in ConnectOne “Client First” banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture.
Senior Product Marketing Manager, Analytics Portfolio PendoSenior Product Marketing Manager, Analytics PortfolioNew York, NY$145,400–$175,000 / yearPendo was founded in 2013 by former product managers, who combined their heads and hearts to build something they wanted but never had as product managers: a simple way to understand and attack what truly drives product success. Direct experience using product analytics tools such as Pendo, Amplitude, Mixpanel, PostHog, or similar platforms, with a strong understanding of funnels, retention curves, event schemas, and instrumentation decisions.
Principal Product Manager, TradFi - Remote CirclePrincipal Product Manager, TradFi - RemoteNew York, NYRemote$200,000–$260,000 / yearIn close partnership with executive stakeholders, engineering leadership, compliance, treasury, and external partners, you will define vision, drive alignment, and make high-impact tradeoffs to ensure Circle’s digital asset infrastructure supports increasing volumes, new markets, and future product expansion. As a Principal Product Manager on Circle’s Digital Assets team, you will own the long-term product strategy for Circle’s digital asset and capital markets platform, shaping how liquidity, lending, and capital access are delivered globally across Circle’s stablecoin ecosystem.
Senior Product Manager (Margin) Apex Clearing CorporationSenior Product Manager (Margin)New York, NY$147,840–$184,800 / yearCommunication: Exceptional verbal and written communication abilities, capable of articulating complex product features, PR-FAQ and strategies with excellent ability to manage discussions and collaborations in multi team settings. Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all.
Senior Product Manager, Pipeline Generation Systems - Remote CriblSenior Product Manager, Pipeline Generation Systems - RemoteNew York, NYRemote$105,000–$160,000 / yearCross-Functional Stakeholder Partnership: Build strong relationships across Marketing, Sales Development, Revenue, Marketing and Revenue Operations teams, and technical teams, serving as a facilitator and product leader who can align stakeholders, clarify decisions, and move ambiguous initiatives toward measurable business outcomes. Your key responsibilities will include: AI Innovation Strategy for Pipeline Generation: Define and execute a compelling product vision and roadmap centered on how AI can materially increase pipeline, improve seller focus, and make GTM execution more intelligent across lead capture, prioritization, routing, attribution, and account-based motions.
Lead Product Manager, Token - Remote CircleLead Product Manager, Token - RemoteNew York, NYRemote$172,500–$225,000 / yearYou will work cross-functionally with Product, Business, Engineering, Data, Treasury, Legal, and Policy teams as we explore potential token design mechanisms — from validator and staking models to community participation, incentive structures, and governance evolution. Circle’s platform includes the world’s largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet.
Senior Specialist, IAM, SailPoint KPMGSenior Specialist, IAM, SailPointNew York, NY$95,855–$208,265 / yearMinimum three years of recent experience in Identity and Access Management (IAM) with minimum one year of recent experience in Incident Management, Problem Management, Service Request Fulfillment, and the IAM domain within an Information Technology Infrastructure Library (ITIL) managed services context. Proven ability to diagnose and resolve issues within prescribed timelines, maintaining service levels and restoring normal operations; familiarity with Okta, Ping Identity, Hitachi Password Manager, Microsoft Azure AD, Microsoft AD, and CyberArk is advantageous.
Specialist Director, Managed Security Testing KPMGSpecialist Director, Managed Security TestingNew York, NY$169,005–$370,530 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewOutside Sales- Roofing and Siding Specialist Riverhead Building Supply Corp.Outside Sales- Roofing and Siding SpecialistOceanside, NY$60,000–$90,000 / yearWe are a Large Corporate Industry Leader in Building Supplies Employing over 800 Friendly People on Long Island, Connecticut, Rhode Island and Massachusetts. Riverhead Building Supply is seeking an experienced sales professional to grow sales and assist customers in roofing and siding purchases.
Cash and Payments Sales Specialist - Financial Institutions and Non-Bank Financial Institutions, VP BarclaysCash and Payments Sales Specialist - Financial Institutions and Non-Bank Financial Institutions, VPNew York, NYIn this role you will be highly collaborative, work closely with Corporate Bankers and Investment Bankers to engage Barclays’ clients and seamlessly integrate treasury products into broader relationship strategies. Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies.
NewCustomer Specialist CarmaxCustomer SpecialistSmithtown, NY$20.60–$30.90Associates considered full-time salaried are entitled to paid time away with no specified limit as needed for sick, vacation, bereavement, jury duty, holidays, floating holiday, etc. From facilitating appraisals and test drives to managing paperwork and repair orders, you’ll ensure a seamless, transparent process that reflects CarMax’s commitment to honesty and innovation.
NewGenerative AI Training & Support Specialist JobotGenerative AI Training & Support SpecialistNew York, NY$80–$90 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Reporting to the Senior Manager of User Engagement, Education & Tech Academy, this individual will be responsible for designing, delivering, and supporting generative AI training and enablement programs across the enterprise.
NewCredit & Collections Specialist JobotCredit & Collections SpecialistHoltsville, NY$24–$29 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As we continue to grow, we remain focused on fostering a collaborative, team-oriented culture where employees have the opportunity to learn, contribute, and build rewarding careers.
Technical Product Specialist - SVP StratAcuity Staffing Partners IncTechnical Product Specialist - SVPNew York, NY$180,000–$280,000 / yearIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Advance settlement capabilities by developing solutions that support Delivery versus Payment (DvP), Payment versus Payment (PvP), and next-generation settlement models.
Fund Product Specialist Career Launch AIFund Product SpecialistNew York, NY$140,000–$185,000Actual openings may vary based on employer type (asset managers, private equity firms, hedge funds, multi-asset platforms), fund structure, asset class focus, and client base. It is intended to help job seekers understand the responsibilities and qualifications typically associated with product-focused roles supporting investment funds across public and private markets.
Lead Specialist, Product Management Pearson plcLead Specialist, Product ManagementHoboken, NJ$160,000–$180,000 / yearWe staff our product teams with the skills necessary to come up with effective solutions that are valuable (our customers choose to buy or use), viable (the solution works within the many constraints of the business), usable (the user can figure out how to use) and feasible (our engineers have the skills and technology to implement). As required by the California, Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York State, New York City, Vermont, Washington State, and Washington DC laws, the pay range for this position is as follows: The minimum full-time salary range is between $160,000 - 180,000.
Senior Manager, Applied Field Engineering - AI/ML Product Specialist Snowflake IncSenior Manager, Applied Field Engineering - AI/ML Product SpecialistNY$276,000–$362,250 / yearThe following represents the expected range of compensation for this role: This role is eligible to participate in Snowflake''s commission plan and it is common for employees in this role to receive total on-target earnings of $276,000 - $362,250. Responsibilities & Focus Areas: Technical Execution & Consumption Activation: Drive team performance toward Consumption Activation - ensuring customers successfully move workloads into production and realize contracted credit value.
Mechanical Product Specialist Safe FleetMechanical Product SpecialistNesconset, NYDevelop knowledge required to select proper equipment for all systems and parts for quoting and entering related orders with scheduling and lead-time. Become familiar with sales-oriented collateral with product specific features and benefits in order to better understand and serve the customer base.
NewProduct Specialist, Privacy VERSANT Media Group IncProduct Specialist, PrivacyEnglewood Cliffs, NJWorking closely with Product Managers, Legal, Engineering, and business stakeholders, this role helps translate business and regulatory requirements into product improvements, supports platform administration, and contributes to delivering scalable privacy capabilities across the organization. Key responsibilities include supporting privacy product roadmaps, driving compliance initiatives (GDPR, CCPA/CPRA, etc.), improving workflows, overseeing platform access and governance, and ensuring successful delivery of privacy capabilities across the organization.
NewPrivate Capital Product Specialist Career Launch AIPrivate Capital Product SpecialistNew York, NY$140,000–$185,000It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles supporting private capital investment products, including private equity, private credit, venture capital, real assets, and other alternative strategies. Private Capital Product Specialists act as subject-matter experts for private capital investment products, partnering closely with investment, fundraising, investor relations, operations, and compliance teams.
Associate Product Specialist- Quality Control NBC Operating LPAssociate Product Specialist- Quality ControlNew York, New YorkAssist in building product knowledge and identifies quality issues through market travel, mix assessment of our stores/competition and attending product training classes. Interacts with Buyers and DVP, Merchandise Managers to identify and manage a system to track incentive purchases, production updates and quality concerns.
Legal Engineer, Product Specialist Manager HarveyLegal Engineer, Product Specialist ManagerNew York, New YorkHarvey’s Legal Engineer - Product Specialist Managers lead and scale a high-performing team of Legal Engineer - Product Specialists responsible for driving customer adoption, expansion, renewal and long-term success across Harvey’s global customer base. Ensure consistent, high-quality delivery of workshops, trainings, and hands-on agent building sessions that help legal professionals integrate Harvey deeply into their workflows across practice areas and geographies.
Legal Engineer, Product Specialist Manager Counsel AI CorpLegal Engineer, Product Specialist ManagerNY$315,000–$385,000 / yearHarvey's Legal Engineer - Product Specialist Managers lead and scale a high-performing team of Legal Engineer - Product Specialists responsible for driving customer adoption, expansion, renewal and long-term success across Harvey's global customer base. Ensure consistent, high-quality delivery of workshops, trainings, and hands-on agent building sessions that help legal professionals integrate Harvey deeply into their workflows across practice areas and geographies.
NewSenior Trading Product Specialist FactSetSenior Trading Product SpecialistNew York, New YorkProjects and efforts include product upgrades, workflow changes, new asset class and trading strategy implementations, broker and liquidity provider connectivity, new user training, updates to the front-end GUI, and creation of client facing reports. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.
Principal Trading Product Specialist FactSetPrincipal Trading Product SpecialistNorwalk, New YorkProjects and efforts include product upgrades, workflow changes, new asset class and trading strategy implementations, broker and liquidity provider connectivity, new user training, updates to the front-end GUI, and creation of client facing reports. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.
Specialist, AI Innovation, CNN Digital Products & Services Warner Bros. Discovery IncSpecialist, AI Innovation, CNN Digital Products & ServicesNY$70,000–$130,000 / yearThe ideal candidate is organized, collaborative and ambitious-someone who can keep complex projects and workstreams on track while contributing their own ideas and identifying opportunities for AI to make a meaningful impact. Strong organizational and project management skills, with the ability to manage multiple workflows, prioritize effectively, and deliver against deadlines in a fast-paced newsroom environment.
NewProduct Specialist - Housing Bilt RewardsProduct Specialist - HousingNew York, NY$70,000–$120,000 / yearThe Product Specialist partners closely with Product, Engineering, Design, Operations, and Support, as well as other cross‑functional teams, to ensure products work as intended, launch smoothly, and improve over time. This role exists to ensure our products are not only thoughtfully designed and launched, but are continuously maintained and improved through constant feedback loops between our internal teams and end users.
Blackstone Private Wealth - Product Specialist, Associate (Credit) Blackstone IncBlackstone Private Wealth - Product Specialist, Associate (Credit)NY$130,000–$175,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capabilities to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternative investments.
Product Specialist MPBProduct SpecialistBrooklyn, New YorkEmpowering and Empowered: MPB equips you with the tools and knowledge to excel, while your expertise in accurately grading and listing products empowers our community to make informed choices, enhancing their creative endeavours. Agents of Change: you support sustainability initiatives by ensuring that used equipment finds new life, reducing waste and promoting environmental responsibility.
Asset & Wealth Management- New York- Associate, Product Specialists- 9278553 The Goldman Sachs Group IncAsset & Wealth Management- New York- Associate, Product Specialists- 9278553NY$101,200–$170,000 / yearPrior experience must include 2 years in the following: designing, developing, and maintaining business intelligence dashboard of ETF Sales activities and industry flow data in Excel; extracting, manipulating, and analyzing ETF data from Bloomberg, Morningstar Direct, and client reports to conduct competitive analysis, including product comparisons, fund launches, and tracking publicly reporting holders; examining and interpreting industry flows, trends, and product category trends for ETFs and evolving industry and regulatory developments; analyzing new competitor ETF products coming to market across asset classes and identifying features and components that inform saleability, lineups and proposals, including fees, liquidity mechanisms, eligible investments, and proprietary index construction; automating processes and proposing design efficiencies for existing processes relating to Sales reporting and market data monitoring and adjusting the frequency, detail, and relevance to products in the market; processing and analyzing large datasets, including advisor-level information from partner firms or public sources, using Microsoft Excel (including macros), and synthesizing key insights through data visualization tools such as Excel, Salesforce plotting tools, and PowerPoint to support business decisions; executing client events and campaigns including planning, communications, and coordination; and using Salesforce or other CRM tool to efficiently process and share client activity. Work closely with the ETF (Exchange-Traded Fund) Specialist team responsible for building relationships with Chief Investment Officers (CIOs), research analysts, portfolio managers, consultants and investment advisors across RIA, Independent B/D, Wirehouse, Institutional and Bank channels.