- TD Bank (Brooklyn, NY)
- … servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, ... Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network… more
- US Bank (New York, NY)
- …construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and partner with other financial ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- CS Energy (Rochester, NY)
- …works alongside Project Operations and Field Management to foster great client relationships, work effectively alongside our employees, and oversee the construction ... portfolios and multiple project teams + Monitor and ensure portfolio level cash flow, risk assessment and mitigation +...are identified and planned for. + Seeks to resolve client issues to avoid legal actions. When needed work… more
- Neuberger Berman (New York, NY)
- …of Investment Risk. This person will oversee key risk management initiatives and partner closely with our global risk colleagues. The Risk department is a dynamic, ... business. The ideal candidate will have extensive experience in portfolio construction and risk analysis, with a proven ability...39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a… more
- WTW (New York, NY)
- …including corporate pension plans, defined contribution plans, and more. As a trusted partner to over 1,200 clients, we advise on over $2.6 trillion of global ... team, working alongside some of the industry's top consultants, researchers, and portfolio managers. The Investment business offers a range of career paths to… more
- JPMorgan Chase (New York, NY)
- …provider of Investment Banking Services to families, family investment firms and their portfolio companies, and to provide this important client group the same ... the IB Family Coverage Group in all aspects of client coverage of family investment firms, coordination across the...of Investment Banking transactions and working as a key partner to coordinate across the IB's broader coverage, industry… more
- ARAMARK (New York, NY)
- **Job Description** _The Portfolio Group, under the Workplace Experience Group umbrella, delivers seamless experiences from the breakroom to the boardroom, providing ... a signature suite of services for each unique business portfolio . Our team builds partnerships that excel, creating experiences...where convenience, consistency, and excellence are a given. One Partner . Infinite Solutions._ Our team is driven by a… more
- City National Bank (New York, NY)
- …new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ... client segments and expand relationships to become our client 's main bank option. * Manage a portfolio...client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship… more
- Ricoh Americas Corporation (New York, NY)
- …understanding of the client work environments and how to apply Ricoh's portfolio in a manner that addresses the client 's business objectives. + Strong ... complex multi-line of business, integrated workflow solutions in concert with client stated objectives utilizing skillsets across financial, technical, and business… more
- Norstella (Albany, NY)
- …healthcare's most complex challenges. MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major ... therapies and the "why" behind those decisions. MMIT's product portfolio has been built by listening to our clients,...will serve as a key member of the MMIT client experience team supporting pharmaceutical clients leveraging MMIT's solutions… more