- Neuberger Berman (New York, NY)
- …for the ownership and execution of several strategic programs and analyses related to Private Wealth's client onboarding and account opening journey. Our ... Ownership** + Own and enhance all aspects of the Client Onboarding and Account Opening journey across the Private Wealth business + Create and maintain… more
- Neuberger Berman (Dallas, TX)
- **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets ... regular or ad hoc basis + **Data Management** : Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce… more
- Enverus (San Francisco, CA)
- …dynamic and fastest-growing sector.? We are currently seeking a highly driven?Territory Manager / Account Director?to join our?Sales?team in Houston, TX. This role ... Account Director Why YOU want this ? position...Consistently enter and maintain relevant sales data and prospective client correspondence into the appropriate database and systems, including… more
- Banc of California (New York, NY)
- …for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund ... TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member...vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending … more
- Neuberger Berman (New York, NY)
- …fees, online access, etc + Initiate new account opening process through centralized Private Client Services Team + Act as a liaison between Wealth Advisor, ... Equity Capital Call and Distribution notices and confirm internal systems accurately reflect Private Equity activity + Support client requests for statements and… more
- Neuberger Berman (New York, NY)
- **_Job Description:_** We are seeking a Separately Managed Account (SMA) Product Manager to support the firm's taxable and tax-exempt fixed income SMA products. ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- Vaco (Houston, TX)
- … visits according to activity goals. + Actively develop and maintain a target account list. + Manage open client opportunities from intake to fulfillment. ... (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007 **A...since 2007 **A Day in the Life** Your CFO client just called. Her accounting department could really use… more
- Banc of California (Beverly Hills, CA)
- …and clients to meet sales and growth goals, as well as ensure client satisfaction and retention. Performs all duties in accordance with the Company's policies ... set of products. Meets product revenue goals. In a client centric way, seeks opportunities to improve the Bank's...growth consistent with bank's appetite and at direction of Manager . Recommend deposit pricing that ensures retention and promotes… more
- WuXi AppTec (Plainsboro, NJ)
- …existing clients via email, phone, and web-conferencing systems. Travel to local client meetings where possible. + Participates in tradeshows to raise the profile ... regulatory influence, mergers and acquisitions, in-out licensing of products/technologies, government/ private grants and contacts, new drug development and approvals,… more
- WuXi AppTec (Natick, MA)
- …influence, mergers and acquisitions, in-out licensing of products/technologies, government/ private grants and contacts, new drug development and approvals, ... and drive personal and team goals. + Document information in Client Relationship Management (CRM) including contacts, pre-screened/qualified leads, and new … more
