- City National Bank (New York, NY)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of...Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- Robert Half-Robert Half Corporate (New York, NY)
- …Acquisition & Expansion Vice President (CA&E VP) to transition new clients into their portfolio during the initial launch of client integration. Once the account ... groups, managed solutions, and Protiviti for each account in their portfolio . In collaboration with the client , the BD VP and NTA team will host quarterly… more
- Bloomberg (New York, NY)
- …Service, Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044995 **Description & Requirements** Bloomberg is a global ... framework of their existing businesses. Risk implementations handle multi-asset portfolio risk products, which include Multi-Asset Risk System (MARS)...to ensure the solution is a fit for our client 's needs. We also work with the Products and… more
- Capital One (New York, NY)
- Manager, Underwriting **Internal Title:** Associate, Underwriting & Portfolio Management **Internal Level:** Manager The Underwriting and Portfolio Management ... partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio ...external constituents; exhibit a sense of urgency toward meeting client requests + Prepare term sheets, commitment letters and… more
- Wolters Kluwer (New York, NY)
- …relationships with academic societies, and strengthening our proprietary journal portfolio through new journal launches and strategic acquisitions. The ideal ... GM of Health Research. This role will oversee the overall journal product portfolio , focusing on strategies for content growth and quality. Responsible for expanding… more
- City National Bank (New York, NY)
- …expert for their sectors, providing critical research and recommendations to portfolio managers, the Investment Strategy Committee, and client -facing ... expert industry knowledge to generate actionable investment insights that drive portfolio performance across $20B in assets under management. The successful… more
- City National Bank (New York, NY)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of...Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- JPMorgan Chase (New York, NY)
- … Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, marketing and other key ... including $140B in private markets and our specialized teams provide unique portfolio solutions across real estate, private equity, alternative credit, and more, to… more
- Capgemini (NY)
- …you will be responsible for driving growth across Capgemini's CIS portfolio by identifying, shaping, and closing complex cloud infrastructure deals across ... any/all our GTM portfolio of services. You will work closely with delivery...will work closely with delivery teams, solution architects, and client executives to craft compelling value propositions that align… more
- Equitable (New York, NY)
- …**Role Highlights** + ** Client Engagement** : Build and nurture client relationships through networking events and portfolio management, ensure consistent ... communication and progress tracking + **Financial Strategy Development** : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance + **Product and Service Consultation** :… more
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