- Citigroup (New York, NY)
- …the area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our ... core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and… more
- LiveRamp (New York, NY)
- …internal best practices that level up our broader team. **Responsibilities:** **Technical Client Solutions Management** + Lead the end-to-end onboarding and ... agencies, and financial institutions. Build and maintain strong, consultative client relationships to align technical implementation with business objectives.… more
- City National Bank (New York, NY)
- …that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a team environment to deliver integrated ... Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy,… more
- Citigroup (New York, NY)
- …affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our ... core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and… more
- JPMorgan Chase (New York, NY)
- …services industry. Apply market knowledge and expertise in engagements and dialogue with client base + Successfully lead and execute consulting engagements from ... to conduct deep dive analysis and solutioning based on client 's needs and pain points + Create client... client 's needs and pain points + Create client -focused, customized, and bank-agnostic recommendations and solutions spanning internal… more
- BlackRock (New York, NY)
- … engagements, addressing client inquiries, concerns promptly daily + Help lead client implementations, working to understand their business problems, then ... Wealth's product suite for major commercial strategic initiatives. **Key responsibilities** + Help lead the day-to-day client servicing for ongoing client… more
- CBRE (New York, NY)
- …analysis, proactively explore new ideas to increase quality, efficiency, effectiveness, obtain client and account team buy-in, and lead others through process ... the transition plan; can proactively develop custom components based off client needs and can lead the development of new components into the standard plan. +… more
- RGP (New York, NY)
- …financial services industry. + Strong consulting background with a proven ability to lead client engagements and deliver strategic solutions. + Deep knowledge of ... solutions that are both compliant and forward thinking. + Lead and manage client engagements focused on risk management, regulatory compliance, and audit… more
- American Express (NY)
- …pipeline to accelerate speed to first dollar and consistently meet targets. + Lead client renewal and expansion proposals, including negotiating complex deal ... together, you will help us define the future of American Express. Client Manager, B2B Payments (Healthcare Verticals) The Global Commercial Services (GCS) -Global… more
- Scotiabank (New York, NY)
- … events. + Coordinate with solutions specialists to deliver a seamless end to end client experience and lead business process reviews aligned to key client ... with in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity management, payables… more