- Bank of America (New York, NY)
- … + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation Skills + Prospecting ... Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to...+ Referral Management + Wealth Planning + Referral Identification **Minimum Education… more
- Arena Investors LP (New York, NY)
- …helpful but not required. + Ability to learn new IT applications related to relationship and portfolio management + Willingness and ability to travel + Highly ... will play an active role in closing and asset management of the firm's real estate investments. We are...a comprehensive investment memorandum to be presented to senior management for consideration and approval. Participate in Investment Committee… more
- SMBC (New York, NY)
- …financing transactions across client base working closely with derivatives marketers, relationship managers, risk management , credit department and legal to ... first line of defense, the Credit Services Department maintains sound credit management activities liaising where necessary with other departments to review and… more
- Graham Windham (Bronx, NY)
- …+ Computer literate, MS Office; NYS Connections. + Excellent time management , organizational, relationship building, active listening, problem-solving and ... + Identify kinship resources for children in non-kinship placements. Build relationship by having regular contact with kin/fictive resources to develop openness… more
- JPMorgan Chase (New York, NY)
- …with real estate fund sponsors, through a consultative approach to the fund management industry. We cover these clients on a national basis for the CRE's ... Banking's ("GCB") real estate platforms. Our clients are top-tier real estate asset management firms who are forming both open and closed-end funds to invest in… more
- Sunmark Credit Union (Glenville, NY)
- …insurance payments. Processes transfers and credit card payments. Performs vault management inclusive of verifying cash shipment under dual control, balancing, ... settlement and cash management of the financial center. Serves members by providing...Researches and solves member questions, problems, and complaints. Assist Management in maintaining our culture while achieving department sales… more
- Bank of America (Bronx, NY)
- …Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High ... expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject to… more
- Mastercard (Harrison, NY)
- …if Corpay's Cross Border B2B Payments solution is not appropriate. Build relationship with Mastercard Account Management teams to promote the referral ... their market. This role sits at the intersection of sales, product management , and customer engagement, ensuring that Corpay's cross-border B2B products are… more
- Bank of America (Brooklyn, NY)
- …Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High ... include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** + Recommends… more
- Cushman & Wakefield (Albany, NY)
- …real estate industry. **Responsibilities** + Manage all aspects of the Procurement relationship with Client, Account Management Team, Vendors, C&W Corporate, and ... leads and manages the strategic sourcing, contract administration, supplier performance management , and overall operations for all Procurement activities across the… more