- 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
- IQVIA (New York, NY)
- …driving the growth, retention, and overall success of a portfolio of high-value client relationships. Acting as the strategic partner and escalation point for ... group of problem solvers with boundless curiosity. Together, we build trusted client partnerships that produce mutual wins through collaboration, empathy, and a… more
- Citigroup (New York, NY)
- …are directly affected by the performance of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed ... to generate revenue growth and to acquire new target clients + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research,… more
- Quad (New York, NY)
- …delivering an exceptional Rise/Quad experience and acting as a critical partner in their marketing ecosystem. Interacting and influencing senior marketing leaders, ... across all media channels. They are responsible for maintaining and growing client revenue within Rise and identifying opportunities for growth across other Quad… more
- Citigroup (New York, NY)
- …across products, including our world-class Investments platform, as a part of our core client coverage team + Partner with sales teams to exceed client ... requests are completed while maintaining constant communication with the client + Partner with Know Your ...7, Series 66 required (or obtained within 120 days) ** Education :** + Bachelor's degree or equivalent experience **Job Family… 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 behavior to all staff. + Partner with colleagues across the Citi network to leverage… more
- BlackRock (New York, NY)
- …deliver against Aladdin's private markets commercial targets. + Translate market trends, client needs, and internal partner feedback into a technology product ... external asset managers, and data partners to validate product direction and gather feedback. ** Client & Partner Engagement** + Partner closely with Aladdin… more
- HUB International (New York, NY)
- …guidance, investment strategies, and personalized planning with a strong commitment to education , service, and client outcomes. **Position Summary:** As a ... needs. - Contribute to the development of educational materials and client -facing resources. - Support financial education workshops and industry-focused … more
- Wells Fargo (New York, NY)
- …growth by leading a global team focused on sourcing and expanding client relationships across specialized Trade Finance products. This role combines client ... priorities, and financial positions within the context of individual deals and client relationships + Organize sales activities for prospective clients and develop a… more