- S&P Global (New York, NY)
- …business stakeholders and the Enterprise Data Organization, bridging the gap between client needs and data execution. We focus on delivering high-quality, purpose ... + Lead expert within the Enterprise Data Organization for Private Credit and broadly syndicated loans + Manage continued...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Citigroup (New York, NY)
- … client information with the utmost confidentiality and integrity. **Job Family Group:** Private Client Coverage **Job Family:** Private Client ... consistently exceeding revenue targets. + Extensive knowledge of investment products, wealth management solutions, private markets, and capital markets relevant… more
- Coinbase (New York, NY)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset ... developing them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute… more
- S&P Global (New York, NY)
- …. 5+ years experience in account management, client success, or other client -facing roles . Private markets/fintech industry knowledge and interest. . Highly ... The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources of one...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- Citigroup (New York, NY)
- The Client Data & Returns Attributions Lead Analyst is a VP level position under the Citigroup wide Client Analytics & Lead Finance Officer team. This team is ... focused on enhancing the client management dimension across all of Citi, delivering timely and accurate client financials and providing insight into client … more
- JPMorgan Chase (New York, NY)
- …their portfolios. Examples of projects you will work on: + Build the client -facing portal and mobile digital capabilities to support the E2E lifecycle of alternative ... solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to... experience across all stages of the asset and wealth management journey with JPM * Leverage data to… more
- Neuberger Berman (New York, NY)
- **Position Overview** The Head of Private Wealth Strategic Initiatives & Change Management will lead a high-impact team responsible for designing, governing, and ... executing the Private Wealth business's most critical and transformational...and operating model transformation, focusing on efficiency, scalability, and client experience improvements. + Oversee the implementation of new… more
- S&P Global (NY)
- …$8M+ in new sales revenue across Hedge Funds, Investment/Asset Managers, and Private Equity clients. + Continually lead and enable a high-performing sales team, ... or equivalent experience. + Extensive experience in public and private markets, financial data and research, as well as...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Bank of America (New York, NY)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... advantage. **Required Qualifications:** + 15+ years of leadership experience in wealth management, private banking, or financial services. + Demonstrated… more