- S&P Global (New York, NY)
- …to add a high-performing **Sales Associate Director** to drive growth across our Private Markets SaaS solutions. Based in New York, you'll drive growth through ... If you thrive on hunting for new business, consultative selling, building long-term client partnerships, and closing complex SaaS deals, this is an opportunity to… more
- Coinbase (New York, NY)
- …foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase ... developing them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute… more
- S&P Global (New York, NY)
- …. 5+ years experience in account management, client success, or other client -facing roles . Private markets/fintech industry knowledge and interest. . Highly ... The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive… more
- Citigroup (New York, NY)
- …including revenue, expenses, cost of credit, and client capital + Key stakeholders include coverage leads (Corporate, Commercial, Private Bank, Financial ... The Client Data & Returns Attributions Lead Analyst is...Institutions), product heads (Markets, Banking, Services, Wealth , US Personal Banking), and geographical leads (country and… more
- JPMorgan Chase (New York, NY)
- …their portfolios. Examples of projects you will work on: + Build the client -facing portal and mobile digital capabilities to support the E2E lifecycle of alternative ... early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join the team and… more
- Neuberger Berman (New York, NY)
- …As a member of a Private Asset Management (PAM) team within NB Private Wealth , the Senior Relationship Manager (SRM) is responsible for leading the overall ... services, focusing on strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, expanding client … more
- TD Bank (New York, NY)
- …securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management ... function. As part of our team, you'll play a key role in reshaping compliance structures and processes, driving...enthusiastic colleagues dedicated to setting new industry standards. **U.S. Wealth is a fully integrated wealth management… more
- Neuberger Berman (New York, NY)
- …team, you will play a key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience ... of the Private Wealth Front Office Technology...39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of… more
- JPMorgan Chase (New York, NY)
- …drive brand elevation, investor engagement, and fundraising success across institutional and private wealth channels.** As a Vice President in Alternative ... alternative solutions. + Contribute to marketing plans that drive capital raising and client retention across key segments. + Partner with brand and investment… more
- JPMorgan Chase (New York, NY)
- …banking wealth segments - including the Private Bank, Asset & Wealth Management, and Private Client bases. This executive role is instrumental ... and process improvement background. + Expertise in credit card products and wealth management client segments. **Optional Additional Information** + Occasional… more