- Bank of America (New York, NY)
- …individual with exceptional interpersonal skills * Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- Nuveen Investments (New York, NY)
- …set of responsibilities. Their key duties include: + Client Engagement : Maintaining relationships with internal institutional and wealth sales channels, ... Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role...Funds. They are embedded in and serve as an integrated member of Nuveen's Structured Credit team that has… more
- S&P Global (New York, NY)
- …a successful customer journey and touch points that create long term client engagement , driving adoption, retention, user/usage growth and supporting strategic ... **About the Role:** **Grade Level (for internal use):** 08 **The Role:** Municipals Client Success Analyst **The Team:** The Client Success team is composed of… more
- Broadridge Financial Solutions (Edgewood, NY)
- …special emphasis on initiatives aimed at elevating client communication and engagement in the wealth management context. + Continuously refine and enhance ... Experience working on products or features that enhance digital user experiences or client communications, ideally in financial services or wealth management. +… more
- Wellington (New York, NY)
- …events, as part of an integrated marketing strategy to build awareness and engagement in the US Wealth channels + Plan, design, and produce events while ... The Events Manager will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and 3rd party sponsorships)… more
- Broadridge Financial Solutions (New York, NY)
- …Marketing, this senior marketer will shape marketing strategy, messaging, and integrated campaigns to drive engagement , commercial outcomes, and brand/category ... the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We… more
- JPMorgan Chase (New York, NY)
- …face by leveraging our products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a platform of ... standards. + Drive continuous improvement and innovation in solution offerings. + ** Client and Stakeholder Engagement :** + Build strong relationships with key… more
- Broadridge Financial Solutions (New York, NY)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... for our clients, including asset managers, with solutions for enriching engagement , navigating risk, optimizing efficiency, and growing revenue. Our integrated… more
- S&P Global (New York, NY)
- …sessions, deliver product demonstrations, and provide transactional support, fostering strong client relationships and enhancing user engagement . + Generate and ... **Role:** Fixed Income Product Consultant. **T** **he Team:** The Fixed Income Client Success team is composed of global experienced professionals. The clients you… more
- S&P Global (New York, NY)
- …marketing investments. In this role you will: + Develop and implement integrated marketing plans aligned with business priorities, ensuring a client -centric ... and budget, ensuring alignment with DVR business objectives and client segment personas. + Apply a global mindset while...campaigns and content to amplify global impact. + Lead integrated product marketing campaigns that position S&P Global as… more