- Neuberger Berman (New York, NY)
- **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets ... team on a regular or ad hoc basis + **Data Management ** : Maintain accurate and detailed client files, account information, and new business pipeline in the… more
- Principal Financial Group (New York, NY)
- …suite of products. In collaboration with the broader fixed income client portfolio management team, deliver impactful investment thought-leadership, consistent ... at www.principalam.com ! **Who You Are** + 8+ years of asset management , client portfolio management or related investment experience, demonstrating a focus… more
- Arup (New York, NY)
- …value and use of CRM data across the business in decision making, client management and work winning activities. **Analytics and reporting** + Leads ... role involves** **Team Leadership** + Leads a global team of MCBD client systems, knowledge management and analytics/reporting professionals and is responsible… more
- Banc of California (New York, NY)
- …member of our fast-growing Fund Finance practice responsible for owning aspects of client management , retention, and expansion for our Venture Capital and ... Accounting or related field. Preferred: + 3+ years of client relationship or portfolio management experience, ideally...3+ years of client relationship or portfolio management experience, ideally in a lending/credit environment. + Ability… more
- Allstate (Schenectady, NY)
- …to reach new heights in your legal career. #LI-JA2 Skills Case Management , Client Documentation, Evidence Gathering, Insurance Defense, Insurance Litigation, ... research and draft clear, well-structured legal documents. Demonstrates strong time management skills, effectively balancing multiple tasks and deadlines. Capable of… more
- Allstate (New York, NY)
- …to reach new heights in your legal career. #LI-JA2 Skills Case Management , Client Documentation, Evidence Gathering, Examinations Under Oath, Insurance Defense, ... research and draft clear, well-structured legal documents. Demonstrates strong time management skills, effectively balancing multiple tasks and deadlines. Capable of… more
- SMBC (New York, NY)
- …team to address and resolve any closing-related challenges. + Partner with the KYC Client Management team to ensure full onboarding of all entities prior to ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Neuberger Berman (New York, NY)
- … or Investment Advisory function. + Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.). ... Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management , problem-solving,… more
- Principal Financial Group (New York, NY)
- …prospecting new sources of business while learning how to utilize Salesforce, our client relationship management tool. + Partner with internal investment teams ... an in-depth look at what it takes to be successful in an asset management and distribution ecosystem. Through this experience, you'll get to + Provide ongoing sales… more
- HSBC (New York, NY)
- …jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share and to grow revenues. + Adopt a needs-based advisory approach ... and strategies + Proven experience in managing large complex corporate relationships in client facing management roles, demonstrating an understanding of risk … more
