- TD Bank (Brooklyn, NY)
- …of all requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable working in a fast paced ... by anticipating client needs and suggesting the most appropriate Wealth solutions . Maximizes profitability, while ensuring the client receives an exceptional… more
- KeyBank (New York, NY)
- …management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role ... the case of legacy relationships, may function as the lead contact on a UHNW relationship while engaging a...Manager to ensure that a complete and positive client experience is achieved and maintained. + Responsible for… more
- Fifth Third Bank, NA (New York, NY)
- …primary point of contact, representing the bank and delivering tailored financial solutions . In addition to insurance portfolio client relationship management, ... for leveraged insurance portfolio companies. The individual in this role will lead the end-to-end process of structuring and executing complex credit proposals,… more
- Berkshire Bank (Latham, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... Key Accountabilities: + Customer Service 50% + Creates an exceptional client experience by demonstrating Berkshire Banks BeFIRST values displaying energy and… more
- Deloitte (New York, NY)
- …needs. + Develop training materials and conduct training sessions for end-users and client teams + Ensure that SAP GTS solutions comply with relevant ... and opportunities-and help make an impact that matters with SAP solutions . Work you'll do Industry-leading clients. An award-winning culture. Top notch… more
- Avanade Inc. (New York, NY)
- …Manage and expand strategic client relationships, including C-Suite engagements. * Lead cross-functional teams to deliver tailored solutions for clients. * ... own what is next. You'll cultivate meaningful relationships, drive business growth, and lead with a forward-thinking approach to client satisfaction and success.… more
- Citigroup (New York, NY)
- …Exam (SIE), Series 7, Series 66 required **Job Family Group:** Private Client Product Services **Job Family:** Investment Manager Research **Time Type:** ... private equity and real estate opportunities for distribution to Citi Wealth's client base. The position will involve the analysis, diligence, structuring, and… more
- Neuberger Berman (New York, NY)
- …Private Wealth Management (PWM) **Reports to:** Head of Private Wealth Client Administration & Infrastructure **Position Overview** We are seeking an experienced ... and strategic professional to lead the Business Control & Governance function within our...requirements and business objectives, while maintaining a focus on client service excellence. As a member of the … more
- WTW (New York, NY)
- …contact on all projects and working alongside industry experts on cutting edge solutions . **The Role** Lead the design/management of group medical, dental, ... disability and time off plans for clients. Responsibilities include: + Serving as lead project manager for clients; materially contributing to project plan… more
- WSP USA (New York, NY)
- **This Opportunity** Join our growing Program Management Team that meets our client 's objectives and solves their challenges. At WSP, we are driven by inspiring the ... New York** **Your Impact** + Serve in a Program Manager role on mega rail transportation projects delivered via...rail transportation projects delivered via various delivery methods + Lead a multi-disciplinary team of engineers and architects for… more
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