- TD Bank (New York, NY)
- …provides capital market products and services to corporate, government, and institutional clients globally. With teams in Toronto, New York, London, Singapore, ... and settlement fails. + **Stakeholder Collaboration** + Liaise with front office, sales , technology, and external counterparties to address and resolve issues. +… more
- TD Bank (New York, NY)
- …range of capital market products and services to corporate, government, and institutional clients. Operating in key financial centers including Toronto, New York, ... and financial risk. + **Stakeholder Management** + Partner with Front Office, Sales , Technology, Finance, Legal, and Compliance to design processes and resolve… more
- Citigroup (New York, NY)
- …Identify and document new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB clients and perform ... budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, large… more
- Raymond James Financial, Inc. (New York, NY)
- …strategic, complex, global existing accounts to build key relationships at local, national , and corporate levels. Coordinate the engagement of own organization with ... strategic, complex, global potential accounts to build key relationships at local, national , and corporate levels. Coordinate the engagement of own organization with… more
- Neuberger Berman (New York, NY)
- The Equity Product Marketing Specialist will play a key role in developing and executing marketing strategies for our equity investment products. This role requires ... deep understanding of equity markets, investment products, and the needs of institutional and intermediary clients. The ideal candidate will collaborate closely with… more
- CBRE (New York, NY)
- …structure. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior experience ... in value-add, closed-end real estate strategies. + Prior experience working with Institutional Investors. + Prior experience working with an investment team. +… more
- JPMorgan Chase (New York, NY)
- …services across wealth management. This includes areas such as sales & trading, brokerage, Chief Investment Office/investment management/managed investments, ... in a front office financial services role (eg, private banker, investment specialist , portfolio management, etc.), or experience working at a wealthtech or similar… more