- HSBC (New York, NY)
- Senior Manager, Client Intelligence Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, 10001 Work style: Hybrid ... CIB partnerships, and provides critical insights for shaping CIB's commercial strategy. As Senior Manager within the Client Intelligence pillar, you will be a… more
- Banc of California (Irvine, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Client Services Specialist is a pivotal member of the HOA ... client satisfaction and client retention by supporting a multi-billion-dollar client base consisting of HOA property management companies. These property … more
- Deluxe (Minneapolis, MN)
- The senior level client workflow specialist leads the design, training and implementation of data management workflows with client environments utilizing ... the TRIPS application. This role is highly client facing and requires a strong blend of technical...to gather and analyze business requirements related to data management and operational workflows. + Design and document end-to-end… more
- Affinius Capital (Dallas, TX)
- …characteristics. For more information, visit affiniuscapital.com. **Job Description** The Vice President/ Senior Vice President Fund Financial Operations (FFO) is ... Management , and (iii) recurring and ad-hoc operational and financial performance requests from internal constituents, existing and prospective investors, and… more
- Banc of California (Brea, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Financial Services Officer is responsible for opening new accounts and ... and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both… more
- Principal Financial Group (New York, NY)
- …+ Translate complex data into actionable, client -focused recommendations for senior leadership. Operating at the intersection of financial services and ... **What You'll Do** We're looking for a Senior Associate, Business Management to join...client -centric culture and commitment to excellence. + Business Management & Governance + Support leadership routines, including agenda… more
- NetApp (San Jose, CA)
- **Job Summary** As an Enterprise Client Executive at NetApp, you will take ownership of a select portfolio of 10-15 named Fortune accounts with a focus on the ... in the Greater Bay Area Key Responsibilities: + Account Management : Manage and nurture relationships with 10-15 named enterprise...cloud data services and storage solutions. As an Enterprise Client Executive, you will play a key role in… more
- Bank OZK (Ozark, AR)
- …just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to ... members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!)… more
- NetApp (Los Angeles, CA)
- …this region will not be considered.** **JOB SUMMARY** As an **Enterprise Client Executive** covering the **Greater Los Angeles and Southern California region** , ... and commit levels with a data-driven mindset. + **Strategic account management :** Protect and expand within existing accounts, identifying opportunities to grow… more
- WCG Clinical (Cary, NC)
- Senior Director, Product Management & Strategy...set of benefits designed to protect their personal and financial health and to help them make the most ... qualifications, experience, skills, education, and geographic location. **JOB SUMMARY:** The Senior Director, Product Management & Strategy is a leadership… more
- Neuberger Berman (New York, NY)
- …quality **Experience & Skills Qualifications:** + 2-5 years of experience in financial services, product operations, client onboarding, or project coordination + ... **Business Overview:** The Private Wealth Product Management team is newly established to serve as...Wealth products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks,… more
- Neuberger Berman (New York, NY)
- We're seeking a Senior Product Manager to lead the Enterprise Data Management (EDM) User Success & Enablement team-a firmwide function that drives user success, ... and optimize data utilization. **Qualifications** + 8-12+ years in product management , consulting, or functional data leadership, including business analysis and… more
- Parexel (Raleigh, NC)
- …ability to interact professionally at multiple levels including senior and executive management within a client organization. Presents to client boards ... fully proven rainmaking skills and relationships at the most senior levels within client organizations. A ...Interacts with the assigned Project Assistant to ensure accurate financial management and for general project support… more
- Neuberger Berman (New York, NY)
- …in alternatives operations, investment operations, or a related field within asset management or financial services. + Experience with process documentation, ... optimization, and cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a… more
- Cupertino Electric (Los Angeles, CA)
- …project delivery, including financial performance, schedule adherence, risk management , client satisfaction, and strategic alignment with company objectives. ... responsible for the day-to-day operations of construction projects and the successful management of a high-performing team. Senior Project Managers provide… more
- Stanford Health Care (Menlo Park, CA)
- …Strategic Initiatives department ("BOSI") provides centralized and standardized business management services, which includes strategic planning, financial ... development, and execution of projects. + Mentor other project managers, project/ senior project coordinators. + Relationship Management : + Coordination with… more
- Towne Park (Kansas City, MO)
- …account performance in financial management , guest satisfaction, and client satisfaction and business development objectives. The Senior Account Manager ... make an impact. When we see a customer, a client or one of our own team members smile,...to a specific plan or program terms. **SUMMARY** The Senior Account Manager directly oversees one Tier 3 or… more
- Neuberger Berman (New York, NY)
- …relationships with internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also ... Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized...essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will… more
- WCG Clinical (Cary, NC)
- Senior Vice President, Enterprise Sales **General Information** **Organization:** WCG **Job Type:** Full Time - Regular **Description and Requirements** **ABOUT ... set of benefits designed to protect their personal and financial health and to help them make the most...experience, skills, education, and geographic location. **JOB SUMMARY:** The Senior Vice President, Enterprise Sales is a key executive… more
- Principal Financial Group (New York, NY)
- …reporting + Support inquiries from marketing, RFP, product, distribution, clients, and client reporting + Develop knowledge of financial markets, current events, ... **What You'll Do** We are looking for a Senior Portfolio Associate to join our team! This...Debt teams, including trading support, portfolio credit reporting tracking, client portfolio servicing, RFP responses and client … more
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