- Truist (New York, NY)
- …4. Advanced skills in financial analytical, sales, presentation, client relationship management , organizing, leadership and interpersonal relationship ... America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including… more
- Kyndryl (New York, NY)
- …will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction ... and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact...the 'go to' person and a trusted advisor by senior executives *Leading C-level client interactions and… more
- Bank of America (New York, NY)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager...+ Account Management + Business Acumen + Client Management + Client Solutions… more
- SMBC (New York, NY)
- …and negotiating externally with clients and key industry contacts and internally with senior management and credit department. Able to coordinate and communicate ... The Associate will provide analytical and marketing support to senior bankers through the preparation of financial ...by preparing pitch books and marketing materials and attending client meetings with senior colleagues. + Provide… more
- Kyndryl (New York, NY)
- …enterprises specifically within the Financial Industry. + Extensive experience in client engagement and relationship management at the CXO level + Leadership ... overall client engagement and delivering high quality client work alongside senior client ...and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact… more
- CBRE (Albany, NY)
- …collaboratively with business partners, key employees, top management , and client groups on various projects. ** FINANCIAL KNOWLEDGE** Requires in-depth ... and business leaders. Manages special projects and prepares presentations for senior management . Facilitates review and approval of capex projects in… more
- Kyndryl (Albany, NY)
- …and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, deliverables and ... growth and managing large-scale client engagements + Extensive experience in client engagement and relationship management at the CXO level + Demonstrable… more
- HUB International (New York, NY)
- …HUB's Retirement & Private Wealth (RPW) division with a focus on tailored financial services for unique client segments, including the music and entertainment ... and personalized planning with a strong commitment to education, service, and client outcomes. **Position Summary:** As a Financial Strategist serving the… more
- AON (New York, NY)
- …contributions will have meaningful impact on the business decisions made by our clients' senior leaders and C- level management . With the Revenue GPS platform, ... management /consulting experience in banking, capital markets or broader financial services industry (previous Institutional Equities experience a plus) + Strong… more
- BlackRock (New York, NY)
- …pull in key decision makers to prioritize issues and respond to clients and senior management + ** Financial Management :** planning, analysis, budgeting, ... public and private markets. It integrates risk, investment, and client management processes through a common data...ownership of every aspect of PE's on-going operations, including financial management , vendor management and… more