- JPMorgan Chase (New York, NY)
- …team. **Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client Service, Product teams, Operations, Product Development, ... of complex instruments including derivatives and alternatives + Understanding of Institutional operating platforms including experience interfacing with Client … more
- Vanguard (Malvern, PA)
- …enough to provide hands-on specialized service to our plan sponsors, consultants, and retirement plan participants. Summary The Client Account Director for the ... unique benefits and features of both (a) Vanguard investment products, and (b) Vanguard retirement plans. The Client Account Director should be able to execute… more
- JPMorgan Chase (San Francisco, CA)
- …and maintain relationships with a large number of clients by earning trust , understanding client needs, providing targeted advice, developing thoughtful ... your career to the next level. As a National Client Banker, you are responsible for advising families on...of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual… more
- JPMorgan Chase (Plano, TX)
- Embrace a leadership role as a Client Service Senior Manager within our Commercial & Investment Bank, where you'll drive innovation and transformation while managing ... a dynamic team of client service managers. Lead the...data, executing strategic initiatives, and fostering a culture of trust and inclusivity. With opportunities for career growth and… more
- JPMorgan Chase (Brooklyn, NY)
- Join our team and make a significant impact on our client service teams in JPMorganChase. You'll have the opportunity to grow your career while leveraging your ... manage a diverse team to ensure high-quality service. You will interpret client needs, identify trends, and innovate solutions. Your expertise in anti-fraud… more
- Eastern Bank (Boston, MA)
- …plans to meet client objectives. + Works with Relationship Managers on trust , estate, and financial planning issues for assigned clients. + Assists in new ... Manages and advises individual client portfolios across global equities and bonds based...development process by giving investment presentations to individuals and institutional prospects. Readily and easily explains and promotes investment… more
- JPMorgan Chase (Charlotte, NC)
- Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external relationships ... the reason our clients stay with Chase! As a Client Service Senior Manager within the Commercial Bank, you...work culture * Build and maintain a culture of trust , transparency and integrity * Identify opportunities for use… more
- BlackRock (San Francisco, CA)
- …funds, the industry-leading iShares(R) ETFs, and other pooled investment vehicles. BlackRock Institutional Trust Company, NA ("BTC") is a subsidiary of ... Inc. ("BlackRock") and a nationally-chartered bank that provides investment management, trust and other fiduciary services for institutional clients. Its… more
- Neuberger Berman (New York, NY)
- …experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional , and Intermediary ... **Summary** Neuberger Berman Trust Company NA and Neuberger Berman Trust... Companies and the investment managers responsible for overseeing client portfolios. This pivotal role ensures compliance with legal… more
- JPMorgan Chase (New York, NY)
- …Responsibilities** + Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, ... all aspects of their balance sheet and generate new client acquisition. You will be part of a local...part of a local team and supported by an institutional platform that has the resources, specialists and intellectual… more
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