- Meta (New York, NY)
- …in a dynamic, team-focused environment delivering against tight deadlines. **Required Skills:** Client Solutions Manager , Financial Services ... **Summary:** The Client Solutions Manager for...to improve products features and functionalities 20. Experience with Financial Services industry and / or highly regulated verticals… more
- Citigroup (New York, NY)
- …bring your skills in client engagement, analysis and process management to Citi's Client Solutions team. By Joining Citi, you will become part of a global ... a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. **Team/Role...This role reports to the Global Head of Custody Client Solutions and Experience and forms part… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Client Onboarding (KYC), Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory **Area of ... Consulting (https://advisory.kpmg.us/) practice. Responsibilities: + Help Design, develop and roll-out client /industry centric solutions focused on client … more
- Bloomberg (New York, NY)
- …with agility, productivity and collaboration, no matter where they are. The Bloomberg Financial Solutions department of 5,000employees is at the forefront of ... Bloomberg is a global leader in business and financial information, news and insight, and we use...of fixed income, commodity, currency, equity and multi-asset index solutions . With extensive asset coverage, a strong history of… more
- Bloomberg (New York, NY)
- …with agility, productivity and collaboration, no matter where they are. The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ... Bloomberg is a global leader in business and financial information, news and insight, and we use...data. We are seeking a strong, senior-level Technical Product Manager to join the New York team. **What's the… more
- Citizens (Stamford, CT)
- …colleagues. The Private Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified ... allows the client to utilize those personalized financial solutions that address their specific ...objectives and current financial situation, becoming the client 's trusted relationship manager + Engage with… more
- Bank of America (New York, NY)
- …while minimizing regulatory, financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the ... Merrill Market Client Relationship Manager New York, New...with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and… more
- TD Bank (New York, NY)
- …problem solving and identifying cross-selling opportunities that will expand and deepen client relationships with TDGIS. The Relationship Manager will also ... and informal + Lead the client 's dedicated team of portfolio managers, client portfolio managers, client service manager , and when appropriate consultant… more
- Allied Universal (New York, NY)
- …your phenomenal career with Allied Universal(R) today! Allied Universal is currently seeking a Client Manager to lead a business segment in a designated region. ... The primary role of the Client Manager is to enhance ...an entrepreneurial attitude. **Key Competencies:** Interpersonal Skills, Deliver Results, Client Focus, Time Management, Financial Management, Problem… more
- JPMorgan Chase (New York, NY)
- …+ FINRA series 7, 63 licenses preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... their wealth or finances to better define, focus and realize their goals. As a Client Service Manager within JP Morgan Asset Management you will have the… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... deepen existing relationships. Key responsibilities include advising on the client 's financial needs and the full array...CTFA, CFM or JD a significant plus **Skills:** + Client Management + Client Solutions … more
- JPMorgan Chase (New York, NY)
- …+ Series 7 (preferrable but not required) JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... trusts and estates, loans, mortgages and deposits. As a Client Account Manager you will be responsible...firm; background in client service and/or institutional client base + Business acumen for financial … more
- Banc of California (New York, NY)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The AVP, Client Manager is expected to independently monitor the performance of ... performance and take the appropriate remedial steps. The AVP, Client Manager should strive to build strong...Portfolio Management. + Ensure loans are performing by tracking financial performance of client operations. + Perform… more
- JPMorgan Chase (New York, NY)
- …and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private ... Client Investment Managers. As a Private Client Investment Associate Program Manager within JPMorgan...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Morgan Stanley (Purchase, NY)
- …York, London, Hong Kong, Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NYC and Purchase, NY office. *Principal ... between clients and their custodians ◦Coordinating year-end audit with client and independent auditors ◦Preparing/reviewing draft annual financial … more
- JPMorgan Chase (New York, NY)
- …clearly present and implement solutions JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... priorities of the different lines of business. The Business Manager for the America Client F&BM and...capabilities and skills:** + 3+ years' experience in the financial services industry, with exposure to Asset Management +… more
- Black & Veatch (Paramus, NJ)
- ** Client Account Manager - Power Generation and Grid North East Region** Date: Dec 18, 2024 Location: US Company: Black & Veatch Family of Companies **Together, ... and perspectives to use. \#LI-KG1 **The Opportunity** As the ** Client Account Manager - Power Generation &...you will have the opportunity to put sustainable energy solutions into practice. **Key Responsibilities** + Develops and executes… more
- JPMorgan Chase (New York, NY)
- …and licenses a plus (eg CFA, Series 7) JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... The Client Service team is responsible for maintaining the...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a… more
- Bank of America (New York, NY)
- Client Quantitative Analytics Manager - AML...are guided by a common purpose to help make financial lives better through the power of every connection. ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Robert Half (New York, NY)
- JOB REQUISITION Salesforce Financial Services Cloud Architect Senior Manager LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) BOSTON JOB DESCRIPTION You Belong Here ... We Need You Protiviti is looking for a Salesforce Financial Services Cloud (FSC) Architect Senior Manager ...+ You excel at identifying opportunities to integrate product solutions and resources to improve client service… more