- City National Bank (New York, NY)
- …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
- Publicis Groupe (New York, NY)
- …positive relationships + Ensure teams adopt best in class tools, techniques, and systems to deliver plan recommendations aligned to client 's objectives and ... development, execution, and stewardship of integrated media plans for the client 's business. The VP effectively leverages experience, curiosity, knowledge, and… more
- Acxiom (Albany, NY)
- …Expert Consultant - Customer Success Manager (Adobe Practice) performs client relationship management, value measurement execution, and stakeholder engagement within ... consulting engagements. The Customer Success Manager supports client Value Realization initiatives and delivery teams utilizing customer success methodologies and… more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- BMO Financial Group (New York, NY)
- …feedback. + Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and ... of productivity against benchmarks. + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely… more
- US Bank (New York, NY)
- …a dynamic, strategic, and growth-oriented executive to lead the Institutional Client Group (ICG) Sales Enablement Strategy, Business Development & Liquidity ... Solutions function. This highly visible, client -facing role will be responsible for driving growth across new client acquisition, within select client … more
- Live Nation (New York, NY)
- …between music strategy presentations, on-site festival activations, social media plans, and client hospitality events, we collaborate with every team at Live Nation ... and brands forward. Team members will be directly involved with the following: + Client Relationship & Service + Business Development & Growth + Program Activation &… more
- Grant Thornton (New York, NY)
- …& Platforms team, you will get the opportunity to design and optimize post-sale client experiences during the retention & expansion phase of our client journey. ... You will be responsible for designing end-to-end client -centric experiences that are intuitive, thoughtful, pragmatic, and follow UI/UX design best practices. You'll… 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 ... align with the Bank's broader goals for this important client base. **Key Responsibilities:** + Revenue generation through delivery...external clients with varying backgrounds + Proficient in CRM systems and data analysis to track and manage sales… 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 ... across 176 offices globally, we provide the spaces and systems that allow our teams to work together with...to ensure the solution is a fit for our client 's needs. We also work with the Products and… more