- City National Bank (New York, NY)
- * MANAGER OPERATIONS* WHAT IS THE OPPORTUNITY? The Operations Department Manager directly supports our clients, portfolio management team, and partners financial ... the associates and foster the relationship between these associates and the portfolio manager teams. * Review and approve all asset movement requests. Ensure all… more
- Neuberger Berman (New York, NY)
- …fees, online access, etc + Initiate new account opening process through centralized Private Client Services Team + Act as a liaison between Wealth Advisor, ... Equity Capital Call and Distribution notices and confirm internal systems accurately reflect Private Equity activity + Support client requests for statements and… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... regular or ad hoc basis. + **Data Management** : Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce… more
- Neuberger Berman (New York, NY)
- …transfers, cost updates, client directed trade orders, and other miscellaneous client requests + Initiate new account openings through the Centralized ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- Neuberger Berman (New York, NY)
- …liaising with the central trading desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- FranklinCovey (Albany, NY)
- …shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions. To learn more, visit ... franklincovey.com . **Title:** Mid-Market Account Executive **Payroll Title:** Account Executive - Major Market **Division & Department:** Enterprise Sales… more
- Qualtrics (New York, NY)
- …over 5,000 people across the globe who think that's work worth doing. **Enterprise Account Executive - Retail, Travel, & Hospitality** **Why We Have This Role** Our ... Enterprise Account Executive team is a group of highly driven...promotion process/auto promotion process + Career Action Planning with Manager + Qmobility **Things You'll Do** + Quarterback strategic… more
- Aflac (New York, NY)
- …GI has primary investment and asset management responsibility for Aflac's general account consisting of public, private , and growth assets (including strategic ... VP, Data Strategy & Governance Manager The Company: Aflac Asset Mgt. LLC The...investment income. As of year-end 2024, Aflac's total general account portfolio was approximately $100 billion. The investment teams… more
- World Wide Technology (New York, NY)
- …proposals and bringing customer requests to the WWT technical teams for scoping. The Client Manager will team with local Engineers and Architects, as well as ... to accelerate digital transformational outcomes for large public and private organizations. Through its Advanced Technology Center, a collaborative ecosystem… more
- Maxim Healthcare (Westbury, NY)
- Maxim Healthcare is hiring for a Client Coordinator to work with clients, patients and active caregivers to identify open shifts, availability, and coordinate ... + Opportunity for career advancement + Comprehensive training and mentorship program As a Client Coordinator you will be making a difference in the lives of your… more
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