- Citigroup (New York, NY)
- …the global SBL product strategy in partnership with Head of Flow Lending. + Partner successfully with Lending leadership and Client Segment leadership in each ... provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending solutions… more
- Norstella (Albany, NY)
- …healthcare's most complex challenges. MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major ... both qualitative and quantitative data. Your work will directly inform client deliverables, helping to uncover actionable insights and shape strategic… more
- US Tech Solutions (New York, NY)
- **Duration: 3 Months** **Project Overview:** + Client 's Brand & Social Marketing is a team of creators, strategists, community managers, analysts, copywriters, ... integrated Brand+Social strategy. + This includes leading on the client 's Moments strategy & calendar as well as in-product...culture we activate on as a brand. + Insights: Partner with XFN to fuel Moments strategy with data-driven… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …for High Net Worth and institutional clients and prospects. + May participate in client meetings to identify client goals and tolerances. + Assists with ... developing individualized client investment strategy for Financial Advisor. + Responds to...+ Complete job duties independently, with little supervision. + Partner with other functional areas to accomplish objectives. +… more
- Lotte Biologics USA LLC (Syracuse, NY)
- …maintain strong relationships with internal operational and functional leadership and all client representatives on project teams. Education & Experience + BS ... Lives. Our mission is to be the most trusted partner in the industry, with high standards of quality...(PMO), the Project Manager will be responsible for leading client facing projects. The role will also create and… more
- Citigroup (New York, NY)
- …+ Align complementary experiences and skill sets of team members to maximize client effectiveness. + Build relationships/ partner with support groups in Citi ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....Set an example of behaviour to all staff. + Partner with colleagues across the Citi network to leverage… more
- Citigroup (New York, NY)
- …+ Lead client onboarding and account opening efforts as a part of our core client coverage team + Partner with sales teams to exceed client expectations ... functional partners to ensure requests are completed while maintaining constant communication with the client + Partner with Know Your Client (KYC) Teams,… more
- Citigroup (New York, NY)
- …+ Align complementary experiences and skill sets of team members to maximize client effectiveness. + Build relationships/ partner with support groups in Citi ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....Set an example of behaviour to all staff. + Partner with colleagues across the Citi network to leverage… more
- BMO Financial Group (New York, NY)
- …Market's existing sponsor fund clients and seek to expand our offering to a broader client base. This role is client facing with primary sales focus on the ... with strategic planning to drive measurable results. Candidate will partner closely with internal stakeholders across Corporate Banking, Investment Banking,… more
- Citigroup (New York, NY)
- …+ Lead client onboarding and account opening efforts as a part of our core client coverage team + Partner with sales teams to exceed client expectations ... functional partners to ensure requests are completed while maintaining constant communication with the client + Partner with Know Your Client (KYC) Teams,… more
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