- Citigroup (Los Angeles, CA)
- …the on-boarding and retention of clients, ensuring the appropriate "Know Your Client " (KYC) and other compliance deliverables are met; + Identifies cross-sell ... opportunities to deepen and increase share of wallet; + Maximizes client experience by proactive sharing markets updates, trend and intelligence + Drives innovation… more
- JPMorgan Chase (New York, NY)
- …Private Bank. This role also oversees the end-to-end platforms/products, from client -facing applications to point-of-sale (POS) and loan origination (LOS) products, ... Compliance, and Marketing, to design and deliver solutions that enhance client experience and achieve business objectives. **Role Overview** The ideal candidate… more
- JPMorgan Chase (Washington, DC)
- …of the team, you will drive new business development and manage end-to-end client relationship experiences. As a Public Sector Payments Sales Manager (PSM) within ... Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients....service while employing risk mitigation processes for both the client and the Firm. Job Responsibilities + Executes the… more
- JPMorgan Chase (New York, NY)
- …relationships with Middle Market HHN clients. This role may include leading and managing a team of Commercial Bankers. You will partner closely with credit ... underwriting, treasury sales, client service, administrative assistants, and other functional areas inside...Experience in a Commercial Bank setting, specifically leading or managing a commercial lending sales team + Sales management… more
- JPMorgan Chase (Jersey City, NJ)
- …future development by continuously adapting, developing new products and methodologies, managing risks, monitor and report on product exceptions and achieving ... (TPO) process and TPO relationship management + Ensures understanding of the client and regional market, and emerging trends to identify gaps and opportunities;… more
- SMBC (New York, NY)
- …its corporate, institutional , and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... collaboration with stakeholders to align product development with business goals, managing the product roadmap, and ensuring the delivery of high-value features.… more
- Evolent (Tallahassee, FL)
- …You Will Be Doing:** + Key leader of the analytics partnership with Client & Product teams to outline strategic approach for current risk partnerships, various ... quality. + Assisting in the development of budgets and forecasts for each client and packaging key insights for tracking performance. + undefined + Leading and… more
- JPMorgan Chase (Charlotte, NC)
- …experience + Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals + Sales experience, ... substantive trust law, with the ability to apply that knowledge to client -specific planning situations + Strong knowledge of individual, fiduciary, corporate and… more
- Nuveen Investments (New York, NY)
- …impact measurements + Master's degree Related Skills Business Development, Client Relationship Management, Due Diligence, Financial Analysis, Financial Risk ... plans). **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the...our parent company and one of the world's largest institutional investors. We invest in the growth of businesses,… more
- JPMorgan Chase (New York, NY)
- …the design and implementation of innovative technology solutions to enhance the client and advisor experience. **Job Description** Estate planning advice is a ... to engage their clients in this dialogue, and enhancing and deepening client relationships. **Job Responsibilities** + Build a deep understanding of JP Morgan's… more