- Global Industrial (Port Washington, NY)
- Commercial Account Manager Date: Jul 15, 2025 Location: Port Washington, NY, US, 11050 Global Industrial Corporate Overview For over 70 years Global Industrial has ... been an industry leader providing private label and brand name industrial equipment and supplies...and manage a tactical account/territory sales plan. + Thorough client analysis to assess customer needs, values, purchasing behavior,… more
- Citizens (New York, NY)
- …'s unique circumstances. The Private Bank Sr Lending Specialist supports the Relationship Manager with their client 's loan portfolio with extraordinary ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages... Bank guidelines and lead the conversation with the Relationship Manager , Client Relations Team,… more
- CIBC (New York, NY)
- …that impact the firm's bottom line through transaction and financing execution, client relationship support, industry and company research, and contributing to ... to generate transaction ideas/opportunities that can be discussed with the relevant relationship manager and deal/coverage team ** Relationship Building** -… more
- Grant Thornton (Melville, NY)
- …application of AICPA independence standards relating to nonaudit services or business relationship for existing and prospective private audit clients to assist ... independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on...engagement teams in clearing private audit client checks, including monitoring and… more
- JPMorgan Chase (New York, NY)
- The Affluent Events Team supports the execution of Chase Private Client , JPM Private Client and JPM Financial Center events including managing all the ... experiences that enhance and contribute to investment opportunities for the business relationship manager and firm. **Job responsibilities:** + Interact with the… more
- Bank of America (New York, NY)
- …clients across all wealth management lines of business (including Merrill and the Private Bank). The Hedge Fund Origination & Product Management team is responsible ... and ongoing product management of hedge fund investments for Merrill and Private Bank clients. Responsibilities include, but are not limited to: + Primary… more
- Citigroup (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more
- Wellington (New York, NY)
- …dynamic and inclusive office culture. This position reports to the firm's Administrative Manager in Boston, with a dotted-line reporting relationship to the Head ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- JPMorgan Chase (New York, NY)
- …are a plus + Demonstrated aptitude for sales, marketing, advertising, and client relationship management + Superior multi-tasking; strong organizational skills ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global...market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing… more
- IBM (New York, NY)
- …Solution Architect you'll be a pivotal team member who connects the client 's technical functional and implementation requirements with a solution design and proposal ... closely with clients and sellers to build solutions based on the meeting the client 's business outcomes and known best practices for the technology and industry. In… more