- JPMorgan Chase (New York, NY)
- …in financial markets and macro-level economic trends + Desire to ultimately work with external clients in a relationship building and sales capacity + Ability to ... and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists,… more
- Amazon (New York, NY)
- …of strategic problem-solving, cross-functional collaboration, and meticulous program management . You'll navigate complex compensation landscapes, engage with diverse ... communicate with both business and technical teams - Project management experience with demonstrated ability to meet deadlines Amazon...Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of… more
- KeyBank (Tarrytown, NY)
- …65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key… more
- HSBC (New York, NY)
- …also private equity funds) and to support the Institutional Client Group (ICG) relationship management team in all credit-related matters. ICG seeks to secure ... traditional fund managers. Together with other internal stakeholders within Relationship Management (RM), the business, and Wholesale...difficult to analyze and require a high degree of analyst skill to evaluate the relevant risk factors. The… more
- City of New York (New York, NY)
- …Technology (IT) initiatives through various services, including business analysis, project management , relationship management ; prioritizing IT financial ... improvement initiatives and overseeing the implementation of corrective actions; providing relationship management and escalation services on behalf of HRA… more
- Public Consulting Group (Albany, NY)
- …customer service and operations for clients: + initiative planning and ongoing client relationship management . + collaborate with external vendors, ... to meet necessary deadlines. **Required Experience** + Proven success in client relationship management and engagement. + Strong facilitation and presentation… more
- TD Bank (New York, NY)
- …to experience below + 7+ Years of related experience + Strong project management skills + Strong leadership, interpersonal and relationship -building skills are ... and origination activities is a core competency. The Director Trading Business Management TDS is responsible for the planning, direction, and coordination of trading… more
- TD Bank (New York, NY)
- …the financial services industry required **Customer Accountabilities:** + Supports the Relationship Management team in servicing and growing client relationships ... role. **Line of Business:** EPOCH LLC **Job Description:** The VP, Client Portfolio Management (CPM) acts as a central point person to manage the interaction between… more
- Loretto Management Corporation (Syracuse, NY)
- Overview The Analyst , Client Support will provide first-level daily support and problem determination for online services, workstation platform software and ... the analysis and resolution of online problem situations through a problem management system (TrackIT) in a primarily Microsoft Windows-based environment to ensure… more
- M&T Bank (New York, NY)
- …of an Associate and/or an Analyst . Experience with Salesforce based deal/ relationship management tools. M&T Bank is committed to fair, competitive, and ... management skills. Customer focused with strong interpersonal and relationship building skills. Proficiency in Microsoft Office. Education and Experience… more
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