- Raymond James Financial, Inc. (New York, NY)
- …transactions. + Support ongoing dialogue with investors and contribute to relationship management . **Qualifications:** **Education:** + Bachelor's degree in ... diligence on prospective issuers. + Prepare pitch books and marketing materials for client presentations. + Draft preliminary term sheets. + Monitor market trends in… more
- KeyBank (Tarrytown, NY)
- …65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... Relationship Manager is at the center of this client promise acting as the primary client ...Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of… more
- US Bank (New York, NY)
- …at least 3+ years of covering insurance clients preferred + Strong relationship management and business development/sales skills + Well-developed analytical and ... **Job Description** This is an exciting VP-level role within US Bank's Institutional Client Group (ICG), which services our largest clients. The Relationship … more
- JPMorgan Chase (New York, NY)
- …with real estate fund sponsors, through a consultative approach to the fund management industry. We cover these clients on a national basis for the CRE's ... estate platforms. Our clients are top-tier real estate asset management firms who are forming both open and closed-end...+ Preparing presentation and marketing materials for use in client meetings + Conducting industry research to create market… more
- Storyful (New York, NY)
- …leveraging communications and intelligence service offerings.** + ** Relationship Management :** **Nurture and maintain new and long-term client relationships, ... Executive** **The Account Director plays a pivotal role in client management and the growth of Storyful's...track record of meeting and exceeding new business and client relationship KPIs.** **Why Join Storyful?** +… more
- Bank of America (New York, NY)
- …and motivated to continuously improve processes + Sales and client relationship experience + Working knowledge of treasury management products and services ... leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth + Fosters… more
- Public Consulting Group (Albany, NY)
- …as collaboration with Regional Teams. This role must effectively integrate capabilities in client management and project management in addition to promote ... drive satisfaction . Model best practices in terms of client , project, and change management . Lead...training documentation **Skills for Success:** . Proven success at client relationship building . Effective communication skills… more
- TIAA (New York, NY)
- …Sedentary Work **Career Level** 8IC Related Skills Business Development, Client Relationship Management , Collaboration, Consultative Communication, ... **Wealth Management Advisor** Supported with a robust array of...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- JPMorgan Chase (New York, NY)
- …the ability to manage complex assignments and multiple searches while delivering exceptional client service. + Excellent relationship management skills with ... hire roles across the Revenue Generating Business in Asset Management , with positions ranging from Analyst to...and confidential project work. The ability to foster strong client relationships with senior managers and candidates is essential,… more
- CIBC (New York, NY)
- …that impact the firm's bottom line through transaction and financing execution, client relationship support, industry and company research, and contributing to ... We're building a relationship -oriented bank for the modern world. We need...proposals, "pitchbooks" and the execution of new and existing client mandates, including overseeing Analyst work: +… more