- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Client Onboarding (KYC), Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory ... methodologies Qualifications: + A minimum of five years of experience in Client Onboarding Operations, professional services experience preferred + Bachelor's… more
- Meta (New York, NY)
- …environment delivering against tight deadlines. **Required Skills:** Client Solutions Manager , Financial Services Responsibilities: 1. Act as a ... **Summary:** The Client Solutions Manager for Meta's Global...products features and functionalities 23. Background / familiarity with Financial Services category **Public Compensation:** $85,000/year to… more
- Citizens (New York, NY)
- …colleagues. The Private Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified ... dynamics, goals and objectives and current financial situation, becoming the client 's trusted relationship manager + Engage with Certified Financial … more
- JPMorgan Chase (Brooklyn, NY)
- …risks + Ability to systematically remove ambiguity from projects + 3+ Years in Financial Services particularly Securities Servicing Industry. + 2+ years in a ... We are searching for a Client Solutions Manager to join our...responsible for the project management of new and incremental client business to the Securities Services organization… more
- CBRE (New York, NY)
- Digital Product Manager ( Client Services ) Job ID 175538 Posted 05-Sep-2024 Service line REI Segment Role type Full-time Areas of Interest Data Centers, ... Product Manager to bring together foundational strategic technology capabilities in client services and investor relations domain. Within this domain, this… 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 ... Protiviti is looking for a Salesforce Financial Services Cloud (FSC) Architect Senior Manager to...opportunities to integrate product solutions and resources to improve client service capabilities. + You have interest… more
- JPMorgan Chase (New York, NY)
- …and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Group Manager in JP Morgan Advisors, you will be ... position will dually report to the Head of the Client Service Group and the local Regional...other related business discipline + Minimum of 3 years financial services management experience + Experience in… more
- Bank of America (Florham Park, NJ)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... while working with the Home Office to ensure superior client service . Key responsibilities include partnering with... financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct… more
- Bank of America (New York, NY)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... while working with the Home Office to ensure superior client service . Key responsibilities include partnering with... financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct… more
- JPMorgan Chase (Brooklyn, NY)
- …or equivalent experience required + 3 or more years of experience in financial services industry with background in controls, audit, quality assurance, ... utilizing cutting-edge data tools for better decision-making. As a Client Account Services (CAS) OCM on the...preferred JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to… more
- Bank of America (New York, NY)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Private Wealth Market Client Relationship Manager New York, New... Support Enhancer, SQA+, ClientRetention/Acquisition. **Responsibilities include:** + Ensuring client service expectations are met and exceeded… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Valuation **Requisition Number:** 115269 - 68 **Function:** Tax Services **Area of Interest:** **State:** ... a variety of equity interests, assets, and liabilities related to the financial services industries (banking, insurance, fintech, insurtech, asset management) -… more
- TD Bank (New York, NY)
- … client 's dedicated team of portfolio managers, client portfolio managers, client service manager , and when appropriate consultant developers in the ... the firm's reputation for excellence in investment management and client service . This role advocates the ...banking experience or are just starting your career in financial services , we can help you realize… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Data Transformation **Requisition Number:** 115431 - 68 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Manager , Financial Services Data Transformation… more
- Deloitte (New York, NY)
- …and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions, you ... (Insurance Industry) practice! Work You'll Do As a Tax Manager within the Business Tax Services Insurance...or related field. + Experience managing and developing both client service relationships and engagement teams, local… more
- Deloitte (New York, NY)
- Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing ... portfolio of enterprise-class, proprietary applications to advise leading financial services organizations on process, data analytics,...role ends on 5/31/2024 Work you'll do As a Manager on our team, you will: + Collaborate with… more
- Rystad Energy (New York, NY)
- …seeking a dynamic individual to join our New York-based Sales & Marketing team as a Client Success Manager . The role is one of several that work together as part ... grow our client relationships in the region. Client Success Managers provide a critical service ...directly with users and key stakeholders to embed existing services , uncover the need for new services ,… more
- Deloitte (New York, NY)
- …Advisory Risk, Data and Regulatory Liquidity - Manager Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and Regulatory ... have a genuine passion for driving strategic transformation in the financial services industry combined with relationship-building, leadership, and communication… more
- Banc of California (New York, NY)
- …and job training, small business support, affordable housing, and more. The AVP, Client Manager is expected to independently monitor the performance of assigned ... a broad range of loan and deposit products and services through more than 70 full- service branches...performance and take the appropriate remedial steps. The AVP, Client Manager should strive to build strong… more
- Huron Consulting Group (New York, NY)
- …recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent ... reduce the cost of providing patient care. Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change.… more