- Bank of America (New York, NY)
- …coordinate all aspects of a transaction, from onboarding to the ongoing client / advisor experience. **Job Responsibilities:** * Partner with private equity/hedge ... fund origination team and operations team to onboard new...* Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues… more
- Ketchum (New York, NY)
- …communications and marketing programming; Presentation of results to account team and client + Serving as a specialist and advisor in research and analysis, ... omnichannel campaign evaluation, and be able to lead a team and manage projects from start to finish, as...field desired but not necessary + Strong orientation toward client service and teamwork + Strong business… more
- WTW (New York, NY)
- …and management of their health and benefits programs. Responsibilities include: + Leading the client service team in the design and delivery of project ... standards + Proactively advising clients and ensuring the delivery of superior client service + Leading vendor procurement strategy, negotiation, implementation,… more
- City National Bank (New York, NY)
- …Financial Advisor introductions while building their career in financial services sales and business development. As a dedicated and self-motivated professional, ... advisor and introducing them to the local sales team to close new business. In this role you...professionals and a wide range of investment products and services * Conduct initial consultations with interested advisors to… more
- JPMorgan Chase (New York, NY)
- …delivering a first-class client experience through an engaging and proactive client relationship approach. We are seeking a team -oriented, self-starter who ... vs. the competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio… more
- Kyndryl (New York, NY)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... Secure client references **Operational Excellence:** + Achieve individual and team utilization targets + Lead the design of complex engagements and take… more
- Truist (New York, NY)
- …on internal client management duties as specified by manager and team . **Essential Duties and Responsibilities** Following is a summary of the essential ... 5. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client 's strategic and financial objectives based on… more
- Kyndryl (New York, NY)
- …role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role ... seen as the 'go to' person and a trusted advisor by senior executives *Leading C-level client ...Net Promoter Score (NPS) and new relationship development; Secure client references Operational Excellence: *Achieve individual and team… more
- Kyndryl (New York, NY)
- …role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role ... seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client...client references Operational Excellence: + Achieve individual and team utilization targets + Lead the design of complex… more
- Citigroup (Smithtown, NY)
- …wealth advisory and bank-channel industry, and direct competitors' products and services . The Wealth Regional Director assumes full management responsibility for ... an integral member of US Wealth Management senior leadership team . Responsibilities: + Regional Director is responsible for the...$500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting… more