- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more
- BlackRock (New York, NY)
- …Critical to the success of the Product Strategy team is the product management across global distribution platform, including client servicing and product ... role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment...the world. BlackRock's mission is to create a better financial future for our clients. We have a responsibility… more
- Broadridge Financial Solutions (Edgewood, NY)
- …+ Minimum of 4 years experience in a client service, account management , or related financial services. + Strong knowledge of project management ... Stakeholder Communication: + Engage in professional discussions at both peer and senior executive levels within client organizations. Qualifications: + Bachelors… more
- Wells Fargo (New York, NY)
- …influence, develop, retain, and grow moderate to high complex and strategic client relationships through the art of relationship management , by understanding ... Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly… more
- Evolent (Albany, NY)
- …serve as a senior leader responsible for managing and growing key client relationships across Evolent's portfolio. This role is central to driving client ... **Account/ Relations Management ** - provide corporate, executive and overall account management for designated client partners, including the CEO, CFO, CMO,… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …formulation, budgeting, and forecasting. * Engage early in the sales cycle with senior client stakeholders to influence strategy and improve qualification and ... as the primary liaison for business development and stakeholder management across internal teams and client organizations....Assistance Program, a 529 college savings program, a personal financial management tool, lifestyle management … more
- JPMorgan Chase (New York, NY)
- …managing projects with minimal supervision. + Excellent presentation skills; comfortable presenting to client senior management , investors, and senior ... Transactions involve high-level interaction with senior bankers and executive management within client firms. Associates within SFG-RE develop essential… more
- TD Bank (New York, NY)
- …and highly collegial structure has analysts sitting on trading-style desks adjacent senior bankers to foster learning, client interaction, and relationship ... market positioning and issuance, and investor communication strategies. Our client -first, solutions-oriented, and product agnostic approach drives high quality… more
- S&P Global (New York, NY)
- …critical business health indicators (eg, transaction volumes, risk exposure) to senior management , enabling informed decision-making and strategic planning. ... and global team, alongside numerous internal counterparts like Product Management , Client Support and Sales. + Autonomy...For:** + Interest in the Capital Markets and the financial markets + Excellent written and verbal communication skills,… more