- 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
- Bank of America (Melville, 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
- Bank of America (Melville, NY)
- …individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- Citizens (Melville, NY)
- …behavioral change management, coach your team on consistent execution of our defined client engagement process and lead your team on day-to-day execution of ... and influence PC RMs to consistently engage clients utilizing the Citizens Consultative Client Engagement Process, leading with financial planning of the time,… 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
- IBM (New York, NY)
- …and cross-industry competitive strategies. You'll manage complex components of an engagement , working closely with clients and their customers to understand their ... classical AI and high-performance computing. The financial sector is known for its wealth of complex and dynamically evolving business challenges with a long track… more
- Broadridge Financial Solutions (New York, NY)
- …consistent and sustained marketing messages that reach the target audience to drive greater engagement and leads + Advance our client /prospect engagement via ... PR), and with business and sales leaders, to develop integrated marketing campaigns + Execute an appropriate mix of...Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of… more
- Anywhere Real Estate (New York, NY)
- …develop, implement, and lead growth strategies that enable Anywhere Franchise Brands, Integrated Services, and Brokerages to drive engagement with underserved ... Create a national education program focused on financial literacy, how homeownership fuels wealth building, and what products and partners are available to assist. +… more
- Broadridge Financial Solutions (Edgewood, NY)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... offers a full range of multi-channel communications solutions, such as integrated print, mail, and digital solutions for transactional, marketing and compliance… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more