• Wealth - Integrated Client

    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 (11/21/24)
    - Save Job - Related Jobs - Block Source
  • Wealth Business Execution Lead…

    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 (10/30/24)
    - Save Job - Related Jobs - Block Source
  • Wealth Strategies Advisor

    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 (12/21/24)
    - Save Job - Related Jobs - Block Source
  • Integrated Healthcare Revenue Cycle Senior…

    Deloitte (Stamford, CT)
    …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources . Our OTT team ... you will help lead workstreams within the context of a larger engagement , gathering and analyzing information, formulating and testing hypotheses, and developing… more
    Deloitte (11/24/24)
    - Save Job - Related Jobs - Block Source
  • Private Client Advisor

    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
    Bank of America (12/21/24)
    - Save Job - Related Jobs - Block Source
  • Client Service Internship

    S&P Global (New York, NY)
    …empowers clients to focus on growth and strategic decision-making with confidence. + Client Engagement & Support: + Assist in implementing marketing strategies ... leveraging advanced digitization assets, the team ensures seamless management of client reference data, lifecycle management, and document processes. Our solutions… more
    S&P Global (12/21/24)
    - Save Job - Related Jobs - Block Source
  • Trust & Estate Specialist - MSPWM Team Global…

    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
    Morgan Stanley (11/02/24)
    - Save Job - Related Jobs - Block Source
  • Regional Commercial Associate Director…

    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
    S&P Global (10/24/24)
    - Save Job - Related Jobs - Block Source
  • Sr. Auditor, IT

    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
    CIBC (10/01/24)
    - Save Job - Related Jobs - Block Source
  • Manager, Strategy/Private Equity

    KPMG (New York, NY)
    …and problem resolution + Develop and implement strategic roadmaps, manage key engagement interviews, and research, and help facilitate client workshops + ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
    KPMG (11/15/24)
    - Save Job - Related Jobs - Block Source
  • Senior Marketing Specialist (Hybrid)

    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
    Broadridge Financial Solutions (10/03/24)
    - Save Job - Related Jobs - Block Source
  • VP, Product Marketing, Municipal Fixed Income

    Nuveen Investments (New York, NY)
    …alongside the MD of Public Product Positioning, and the respective Heads of Client Marketing, to set product marketing strategy and objectives for Nuveen's fixed ... and partners closely with marketing colleagues globally to provide an integrated marketing approach. The position requires very close collaboration with members… more
    Nuveen Investments (12/05/24)
    - Save Job - Related Jobs - Block Source
  • Director, Strategy/Private Equity

    KPMG (New York, NY)
    …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
    KPMG (11/15/24)
    - Save Job - Related Jobs - Block Source
  • Sr. Print Operator (On-site, night shift)

    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 ... which offers a full range of multi-channel communications solutions, such as integrated print, mail and digital solutions for transactional, marketing and compliance… more
    Broadridge Financial Solutions (12/18/24)
    - Save Job - Related Jobs - Block Source