- Eclaro (Rye, NY)
- …Job Number: 24-03082 Want to be part of the Energy Industry? ECLARO is looking for a Financial Analyst for our client in White Plains, NY. ECLARO's Client is ... the potential impacts of industry changes and changes in client 's overall business, including both financial and...responsible for coordinating information flows between Finance and other client groups and departments. Assist Manager in… more
- 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
- JPMorgan Chase (New York, NY)
- …product lines and publishing solutions underpin both lifecycles. As a Product Manager Client Service Publishing Solutions within Asset Management at JP ... Within Asset Management's Product and Experience team, we in Client Service Solutions drive 1) a first...experience is highly valued JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions… 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
- Amazon (New York, NY)
- …develop and grow innovative advertising programs? Amazon is seeking an experienced Senior Solutions Manager with a love of learning and experimentation to ... for a wide range of globally recognized brands across Financial Services and Hospitality (Restaurants, Travel and Services) verticals....WBRs. A day in the life As a Sr. Solutions Manager , you will have the opportunity… 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
- Citizens (Valley Stream, NY)
- …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
- City National Bank (New York, NY)
- * CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows ... relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to...strategies with the CNS IO. * Keep current on client 's financial information while ensuring that clients… more
- Bank of America (New York, NY)
- Merrill Private Wealth Market Client Relationship Manager New York, New York;New York, New York **Job Description:** Merrill Wealth Management is a leading ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… 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
- JPMorgan Chase (New York, NY)
- …As a Global Client Account Manager Analyst on the Global Client Intelligence & Solutions (CIS) team, you will actively coordinate across Sales and ... license + Proficiency in Microsoft Office Suite. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions… 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)
- …of study plus 6 years of experience in the job offered or as Origination/ Client Manager , Investment Banker, Private Equity, Leveraged Finance, Credit Risk, or ... years of experience in the job offered or as Origination/ Client Manager , Investment Banker, Private Equity, Leveraged...- $285,000 per year. JPMorganChase, one of the oldest financial institutions, offers innovative financial 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
- Bank of America (New York, NY)
- Client Educational Content Project Manager -...are guided by a common purpose to help make financial lives better through the power of every connection. ... coordination, robust analysis and communications. This individual will support Strategic Initiatives Manager and Client Education Program Risk Lead by developing… 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
- 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
- Rystad Energy (New York, NY)
- …. Provide client feedback to internal teams, including Product Managers and Client Solutions . . Participate in industry and networking events to grow the ... our New York-based Sales & Marketing team as a Client Success Manager . The role is one...work with some highly demanding clients across the Energy, Financial , Government, and Consulting sectors, and must be able… more
