- Citigroup (New York, NY)
- …and will work closely with the business teams and finance partners to harmonize financial attributions to the client level to ensure alignment of firm down ... return hurdles in conjunction with business partners + Partner with the product teams to improve efficiency, effectiveness,...+ 5+ years of relevant experience + Experience in financial services and Client analytics + Demonstrated… more
- JPMorgan Chase (Chicago, IL)
- …complex client requirements. + Support Sales in solutioning and managing deal stages, including pricing, pipeline planning, and account planning. + Collaborate ... + Define and document development requirements for product design improvements based on client feedback. + Partner with Product Management to ensure effective… more
- HUB International (Long Beach, CA)
- …creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud ... a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical leadership position...cause issues that are getting in the way of financial health of the accounts and/or books of business.… more
- JPMorgan Chase (New York, NY)
- …vision will be instrumental in crafting solutions that simplify complex financial journeys, strengthen client -advisor relationships, and deliver measurable ... future of private banking for US clients at the world's premier global financial institution? We're seeking an innovative Experience Design Vice President to lead… more
- Alight (IN)
- …translate data into actionable insights. + Have experience managing pricing and financial models. + Possess ability to partner with the Sales/Commercial Team ... at careers.alight.com (https://careers.alight.com/us/en) . **The Role** The Senior Manager, Client Management, is accountable for the overall strategy, management,… more
- Santander US (Miami, FL)
- …+ Ensures Sales teams are enabled to focus on Sales by acting as trusted partner in owning client onboarding activities. + Perform outreach / refresh to collect ... work experience: - Required. + 5+ Years Experience in financial services preferably in a client facing...toward analytics and process improvement opportunities. + Proven success managing clients on a Client Success or… more
- Jacobs (Boston, MA)
- …leading high-stakes client presentations. * Be accountable for the overall financial performance and profitability of projects within your assigned client ... small company like culture, but with the resources and financial strength of a large global company. Your impact:...support project success. * Demonstrated experience in leading and managing successful project teams and complex client … more
- JPMorgan Chase (New York, NY)
- …risks, while collaborating with internal partners to ensure a best-in-class client experience **Job Responsibilities** + Address concerns related to the ... in translating complex technical topics to various audiences + Background in Financial Services and familiarity with Wealth Management products and structures (eg,… more
- JPMorgan Chase (New York, NY)
- …up how they shop and get more from the brands they love. As a Vice President, Client Success Team Lead within Chase Media Solutions, you will report to the Head of ... Client Success and lead a team focused on maximizing...andretain and grow existing clients to achieverevenue targets + Partner cross-functionallywithkeysupport teamssuch as sales,operations and analyticstocreatea cohesiveclient engagement… more
- Janus Henderson Investors (Denver, CO)
- …which Janus Henderson participates with home offices, securing speakers, content, and delivering client requests for content. + Partner with Marketing on current ... for the Client Coverage Group + Project Management: Experience in managing multiple projects simultaneously, often under tight deadline Nice to have skills +… more