- Bank of America (New York, NY)
- …strategies + Delivery of an appropriate level of service over the lifetime of the client relationship based on the needs and level of sophistication of the ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- TD Bank (New York, NY)
- …has analysts sitting on trading-style desks adjacent senior bankers to foster learning, client interaction, and relationship building. + Lean deal teams allow ... Grade Debt Capital Markets + Equity Capital Markets + Leveraged Finance and Private Credit TD Securities is a market leader in capital markets advisory and… more
- Nuveen Investments (New York, NY)
- …annually Related Skills Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, ... Duties** + Bachelor's degree in relevant field. + 4+ years of public/ private investment taxation experience. + CPA preferred. + Mutual Fund/RIC compliance experience… more
- JPMorgan Chase (New York, NY)
- …7 and 63 certifications required. + Demonstrated experience in fund sourcing, manager relationship management, and investment monitoring. + Strong analytical and ... Solutions ("GAIS") platform offers a broad spectrum of investment strategies, including private real estate equity and credit, designed to achieve specific client… more
- Citigroup (New York, NY)
- …colleagues and leaders to align business plans with Wealth at Work's objectives. ** Client Relationship Management** + Prioritize client issues with the ... The Market Executive (ME) Function Group Manager is a senior leadership role responsible for...coach, and lead across market segments. **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration… more
- AECOM (New York, NY)
- …core consulting skills, and experience with the institutional investor and asset manager client landscape. In partnership with Regional Business Line Leadership ... and executing long-term strategies for financial growth and operational efficiency. + ** Client Relationship Management** : Ability to build and maintain strong… more
- TD Bank (New York, NY)
- …structurehasanalysts sitting on trading-style desksadjacentsenior bankers to foster learning, client interaction, and relationship building. + Lean deals ... market positioning and issuance, and investor communication strategies. Our client -first, solutions-oriented, and product agnostic approach drives high quality… more
- TD Bank (New York, NY)
- … client and internal credit/risk partners. The CRE REITs and Investment Funds Relationship Manager will be responsible for advising REITs and Private ... private debt capital markets solutions. The CRE REITs and Investment Funds Relationship Manager will be responsible for originating, structuring and executing… more
- Scotiabank (New York, NY)
- …account plans and executing on local and global multi-product plans to grow the global relationship of our MNCs + Champion a client centric culture and leverage ... local coverage across Scotiabank's global footprint with the goal to deepen our client relationships. This is an exciting opportunity to join a growing, fast-paced… more
- PNC (New York, NY)
- …encouraging distribution and use of products across various lines of businesses. * Client relationship management is crucial, focusing on expanding market share ... complex transactions like mergers and acquisitions (M&A), corporate restructuring, private equity, capital markets transactions, employee compensation, and litigation.… more