- Citigroup (New York, NY)
- …driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... a team + Strong presentation skills + Previous experience in client facing roles in Banking or Wealth (both a plus) + Problem solving & change management skills… more
- Citigroup (New York, NY)
- The Integrated Client Engagement (ICE) Team's mission is to drive measurable commercial outcomes, by leveraging Citi's iconic global brand and deep client ... relevant product expertise and 2) Strategic alignment of Citi Wealth 's client -facing resources with global wealth...ensuring delivery, alignment, and consistency of initiatives for the Integrated Client Engagement organization. Core… more
- Citigroup (New York, NY)
- … Client Engagement , will report directly into the Head of Integrated Client Engagement (ICE) for Wealth . It will form part of the COO and ICE ... leadership team. Integrated Client Engagement is a...leadership team. Integrated Client Engagement is a new organization within... Wealth . The Head of Business Execution - Integrated Client Engagement will assist… more
- Bank of America (New York, NY)
- …on clients. + Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our… more
- Deloitte (New York, NY)
- Senior Consultant, Operations and Technology Transformation, Integrated Healthcare, Epic What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- Morgan Stanley (New York, NY)
- …of a comprehensive Personal Wealth Analysis (PWA) or a Limited Scope Engagement . The candidate will coordinate comprehensive and integrated planning across a ... Morgan Stanley's Private Wealth Management (PWM) Division focuses on the ultra-high net worth (UHNW) client segment. For over 40 years, PWM has served the needs… more
- S&P Global (New York, NY)
- …to focus on growth and strategic decision-making with confidence. **Responsibilities:** + ** Client Engagement & Pre-Sales:** + Define and implement the ... Lead bi-weekly global meetings with sales teams; track decision-makers, pricing, and client engagement progress. + Organize and maintain industry working groups,… more
- CIBC (New York, NY)
- …CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business financial solutions, as well as ... to serve clients coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United States with seamless connectivity to… more
- Anywhere Real Estate (New York, NY)
- …with company policies and procedures. Provide second escalation point for customer and client related issues - handle problem calls from customers, agents, etc. and ... operation. Handle daily supervisory responsibilities, ie performance management, employee engagement , employee productivity, recognition. Manage all daily processes to… more
- TD Bank (Edison, NJ)
- …initiatives, fundraisers, etc. + Builds relationships by promoting a client /customer centered organization and proactively addresses customer needs + Contributes ... with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio + Manages the...Drives One TD - Builds and sustains awareness and engagement to increase partnership across Retail and all Lines… more