• Principal Financial Group (New York, NY)
    **What You'll Do** We're looking for a Director, Investment Risk Management to join our Asset Management Risk team. In this role, you'll support the Public ... Equities platform in the execution of the second line global investment risk management program that meets business objectives and regulatory needs. + Conduct… more
    DirectEmployers Association (10/28/25)
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  • Principal Financial Group (New York, NY)
    …of business while learning how to utilize Salesforce, our client relationship management tool. + Partner with internal investment teams to understand firm ... Through this experience, you'll get to + Provide ongoing sales support to Principal Asset Management 's distribution... - through interactions with sales leadership, relationship managers, internal specialists, and investment partners.… more
    DirectEmployers Association (09/18/25)
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  • HSBC (Buffalo, NY)
    …ability to deliver needs-based solutions through effective communication, influencing, and sales skills + Ability to demonstrate strong relationship deepening ... Wealth Relationship Manager Brand: HSBC Area of Interest: Branch...current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual… more
    DirectEmployers Association (10/23/25)
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  • Principal Financial Group (New York, NY)
    …for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** ... **What You'll Do** As a ** Relationship Manager** within our TPA Customer Care area,... Management positions, you'll need to follow an Investment Code of Ethics related to personal and business… more
    DirectEmployers Association (08/28/25)
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  • HSBC (New York, NY)
    …+ University graduate with relevant experience in cash management , banking relationship management and/or corporate product sales The final fixed ... coverage approach, recognizing that clients in different sectors have unique cash management needs. Five sector sales teams exist: Consumer Brands/Retail (CBR),… more
    DirectEmployers Association (10/25/25)
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  • Neuberger Berman (New York, NY)
    …Associate is responsible for supporting senior client advisors providing strategic relationship management , investment solutions and capital markets ... reactive outreach to our clients and prospects + Oversee relationship management at NB home office, be...or ad-hoc inquiries, facilitate onsite client meetings with NB investment professionals and senior management , leverage all… more
    DirectEmployers Association (10/03/25)
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  • HSBC (New York, NY)
    Vice President, Client Management Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, 10001 Work style: Hybrid ... Services SME (Subject Matter Expert) expertise, strong internal networks across frontline ( Sales and Relationship Managers) and back-office functions, and a deep… more
    DirectEmployers Association (10/31/25)
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  • SMBC (New York, NY)
    …business case development, implementation, and post-launch optimization. + Collaborate with Sales and Relationship Managers to support client engagements and ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
    DirectEmployers Association (10/08/25)
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  • Neuberger Berman (New York, NY)
    …and integration points that maximize reusability and maintainability. + Client Relationship Management : Constantly seek opportunities to enhance customer ... The firm is seeking a hands-on Legal Entity Data Management Supervisor to lead and coordinate strategic initiatives focused on the core data platforms. This… more
    DirectEmployers Association (09/25/25)
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  • Sales & Relationship

    S&P Global (New York, NY)
    **About the Role:** ** Sales & Relationship Management , Investment Management Community** **Role Summary:** As a Sales and Relationship ... role in driving the success of client relationships within the Investment Management Community. You will oversee the entire sales lifecycle, from identifying… more
    S&P Global (11/05/25)
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