- JPMorgan Chase (New York, NY)
- …perform competitor/industry research, sharing insightful reports and analyses with the broader team + Lead the end-to-end development and implementation of new ... At JP Morgan Wealth Management , our Financial Advisors serve as trusted partners...transparency, and profitability-we incentivize the behaviors that drive exceptional client outcomes, reinforce advisor best practices, and fuel the… more
- Acxiom (Albany, NY)
- … success, growth, and innovation-together. **Position Overview** As the Adobe - Partner / Client Lead at Acxiom, you'll serve as the trusted advisor and primary ... with Acxiom's innovative products and services. The Partner / Client Lead serves as the account owner...you will be managing are 1) Adobe technology partnerships team 2) Adobe Global Marketing 3) Adobe Consulting Services… more
- Citigroup (New York, NY)
- … Finance Officer team . This team is focused on enhancing the client management dimension across all of Citi, delivering timely and accurate client ... The Client Data & Returns Attributions Lead ...to ensure alignment of firm down to the underlying client level. Responsibilities: + Contribute to a team… more
- Citigroup (Getzville, NY)
- …your capabilities.** **Job Family Group:** Customer Service **Job Family:** Institutional Client Management **Time Type:** Full time **Primary Location:** ... skills in analysis, problem solving and communication to Citi's Operational Client Strategy team .** **By Joining Citi, you will become part of a global… more
- M&T Bank (Buffalo, NY)
- …TO RELOCATE** **Overview:** + Leads and executes audits across theInstitutional Client Services, Wealth, & HR domains. Responsible for overseeing and executing ... remediation plan validations. Communicate audit progress and findings to Bank management and oversee Auditors (as applicable) on assigned audit activities. **Primary… more
- Guardian Life (New York, NY)
- …with his/her assigned team and executing strategies that focus on client management discipline, consistency, and best practices. In addition, the CMML ... important to you? If so, Guardian is seeking a Client Management Market Leader for our key...Markets (CMML) provides critical leadership and direction to a team of Client Managers (CM) and … more
- Guardian Life (New York, NY)
- …our client portfolio. **You will:** + Build and lead a successful team of Client Management and Field Service professionals + Establish, monitor and ... As Head of Client Management (HCM), you will lead the...achieve performance standards and metrics for the team + Build effective and collaborative relationships across key… more
- American Express (Albany, NY)
- …of a strategic growth industry for the Enterprise. The B2B Product, Partner, and Client Management Group (BPPC) within Merchant Services - US is responsible for ... executive presence internally and externally, with the ability to confidently lead Senior/C-level discussions with clients to influence client decision-… more
- JPMorgan Chase (West Harrison, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked ... Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money...with ongoing wealth planning for clients and referral source management and new lead generation + Assist… more
- City National Bank (New York, NY)
- …as well as compliance/risk management , vendor management , and product financials management . The TMS PM Team Lead works with bank stakeholders, ... IS THE OPPORTUNITY? The Lead Product Manager - Payments ("PM") for Treasury Management Solutions ("TMS") is responsible for a team that manages a portfolio… more