- Citigroup (Smithtown, NY)
- …with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail ... The Wealth Regional Director is a senior leader within the US Wealth Management Business...Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth… more
- PNC (New York, NY)
- …be successful in this position. **Preferred Skills** Accountability, Asset Management, Client Relationship Building, Corporate Finance, Decision Making, Economic ... Description** + Develops and executes a business plan with emphasis on client development and increasing business with existing clients. Leads and directs… more
- JPMorgan Chase (New York, NY)
- …delivering a first-class client experience through an engaging and proactive client relationship approach. We are seeking a team-oriented, self-starter who ... JP Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees...related matters, including, but not limited to marketing, deep client engagement, product development and sales/retention strategy. As a… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...to your success and will pair you with a mentor/ manager who will work with you to set goals,… more
- CIBC (New York, NY)
- …assess impact on client portfolios + Ability to communicate effectively with senior stakeholders and client facing personnel including Client Services, ... We're building a relationship -oriented bank for the modern world. We need...part in ensuring that market risk for prime brokerage client portfolios and/or CIBC's trading desks is completely captured,… more
- CDM Smith (Syracuse, NY)
- …Writer to lead our Specifications Group. We're looking for candidates with experience as a Senior Manager and Senior Specification Writer. At CDM Smith, we ... workload and overall firm growth. - Delivering a legendary client experience with attention to quality. - Instilling a...Preparing processes for proposal budgets and scopes. - Maintaining relationship with OGC on the legal aspects of specs… more
- Bank of America (New York, NY)
- …grow, and make an impact. Join us! **Responsibilities:** + Prepare client pitch materials, fixed/floating capital structure analysis, currency exposures, economic ... Responsible for trade modeling, execution, booking, and processing. + Work alongside senior coverage officers to provide interest rate and currency risk management… more
- Truist (New York, NY)
- …Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. **Essential ... May coach and mentor Analysts or Interns. 4. Additional responsibilities on internal client management duties as specified by manager and team. **Required… more
- JPMorgan Chase (New York, NY)
- …management system for internal and external visits to the Fusion Center + Work with relationship mangers to enhance the outcome for client visit + Build Fusion ... Officer, Chief Information Security Officer and members of their senior leadership teams. As a Engagements Lead within the...team, you will report to the Fusion Center Operations Manager , and responsible for the set-up and execution of… more
- Bowman (Albany, NY)
- …**Purpose** Responsible for the project billing process, including responding to client inquiries, verifying employee's chargeable time; in accordance with the ... tasks, and execution. Work is frequently reviewed by more senior staff to ensure application of sound techniques and...working environment. + Assist and work with the Project Manager to ensure accurate and timely billing. + Design… more