- S&P Global (New York, NY)
- …to add a high-performing **Sales Associate Director** to drive growth across our Private Markets SaaS solutions. Based in New York, you'll drive growth through ... If you thrive on hunting for new business, consultative selling, building long-term client partnerships, and closing complex SaaS deals, this is an opportunity to… more
- US Bank (Los Angeles, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** The Private Wealth New Accounts Opening Manager leads the team responsible for ... documents + Coordinate with internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor) to facilitate timely account setup. + **… more
- Coinbase (New York, NY)
- …foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase ... developing them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute… more
- Citizens (Charlotte, NC)
- …a strategic initiative to deliver the next generation Client Platform for Citizens Private Bank and Citizens Private Wealth . This role partners with ... Description The Experience Owner I (EO1) plays a key role in advancing Citizens' Digital North Star...delivery cycles and transformation efforts. + Hands-on experience in Wealth Management including deep knowledge of client -facing… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Private Bank organization, you will be ... may be performed remotely, at the manager's discretion. The Client Solution Specialist Sr is the trusted partner to... Solution Specialist Sr fulfills responsibilities across all PNC wealth disciplines. Key responsibilities include, but are… more
- HUB International (Rockville, MD)
- …an opportunity for a ** Client Service Associate** to join our Retirement and Private Wealth team in our **McLean, VA** office. The selected individual will ... by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop...client profiles, scheduling kick-off calls and meetings, collecting key documents, setting up files, and updating the CRM… more
- S&P Global (New York, NY)
- …. 5+ years experience in account management, client success, or other client -facing roles . Private markets/fintech industry knowledge and interest. . Highly ... The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive… more
- Edward Jones (St. Louis, MO)
- …leadership experience + Experience working with HNW clients and/or delivering a private client service + Experience with project coordination; CAPM designation ... everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm...volume of applicants. Edward Jones has developed a new wealth management offering tailored to meet the unique needs… more
- Citigroup (New York, NY)
- …including revenue, expenses, cost of credit, and client capital + Key stakeholders include coverage leads (Corporate, Commercial, Private Bank, Financial ... The Client Data & Returns Attributions Lead Analyst is...Institutions), product heads (Markets, Banking, Services, Wealth , US Personal Banking), and geographical leads (country and… more
- Commerce Bank (Kansas City, MO)
- …goals. Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary ... responsibility is the support of our Private Client Relationship Managers who are accountable...and their business partners. The Wealth Management Private Banking Product Manager is a key … more