- Broadridge Financial Solutions (New York, NY)
- …our industry verticals and our cross-industry horizontals. Industry verticals are Asset Management , Capital Markets, Wealth Management ; and cross-industry ... of and manage the entire life-cycle of a consulting sales process to a client . Develop leads (through working with existing consulting clients, through our sales and… more
- Bank of America (New York, NY)
- …sales and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work ... + Completion of or progress toward CFA/CAIA **Skills:** + Client Management + Client Solutions...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Broadridge Financial Solutions (New York, NY)
- …Infrastructure SMEs and project teams to ensure all aspects of the Wealth Management architecture are defined in conjunction with Broadridge standards, ... teams with your expert insights. We're looking for someone with a wealth of design and architecture experience, adept in next-generation technologies, and with… more
- Broadridge Financial Solutions (New York, NY)
- …years of experience in Financial Services or with a consulting firm in the Wealth Management area. Mix of financial services operations and consulting experience ... (through working with existing consulting clients and through sales and account management teams), support client pitches, launch projects Deliver with Quality… more
- Broadridge Financial Solutions (Edgewood, NY)
- …or equivalent experience preferred. + Minimum of 4 years experience in a client service, account management , or related financial services. + Strong knowledge ... Acting as an advocate for both Broadridge and the client , this role maintains the highest level of ...of project management and contract process management + Exceptional… more
- WTW (New York, NY)
- …**Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation committee, developing ... way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client ...client relationship skills: the ability to influence senior management and the ability to work across all levels… more
- Broadridge Financial Solutions (Albany, NY)
- …or equivalent training and experience + 5+ years of progressive project management experience + Experienced in client implementations/conversions + Possesses ... complex technology projects. This person will be responsible for aligning client requirements with the Broadridge Product, Technology, and Implementation functions… more
- Broadridge Financial Solutions (New York, NY)
- …a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to the ASTRID ... the delivery of the core product & project scope. + Managing & influencing client relationships across a range of stakeholders & both product and scope delivery +… more
- Broadridge Financial Solutions (New York, NY)
- …to deliver the financial goals for the business Directly managing product management , implementations and client services functions Leading sales, marketing, and ... Manager, Sentry. Broadridge's "Sentry" business refers to its Sentry PM portfolio management technology, a cloud-based solution designed for private debt, loans, and… more
- Broadridge Financial Solutions (New York, NY)
- …senior level Business Solutions team members to achieve the overall Broadridge Asset Management Solutions Sales objectives. The solution set area of focus will be ... centered around the Portfolio Master Order, Portfolio & Risk Management Solution, focusing on hedge funds and alternative investment managers. Ideal candidates will… more