- NatWest Markets (Stamford, CT)
- …adequately met + Maintain team 's Written Supervisory Procedure for covered function client onboarding as defined in FINRA Rule 3110 + Proactively establish ... escalation and reporting **Knowledge & Experience** + In-depth knowledge of pre-trade client onboarding processes related to US broker-dealers, swap dealer and… more
- JPMorgan Chase (New York, NY)
- …match. As a US Client Onboarding Management associate on the onboarding team you will have the opportunity to implement investment solutions while ... In the role you will work across stakeholders to lead the implementation of client /fund lifecycle changes...skills within the team . **Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client… more
- JPMorgan Chase (New York, NY)
- …we offer investment experience and insight that few other firms can match. As a Client Onboarding Management Vice President you will act on behalf of the ... account set up or operating model. **Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client...models + Work effectively both independently and in a team environment and must be able to adapt to… more
- Neuberger Berman (New York, NY)
- The Onboarding Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management teams, and strategic ... mandates as well as clients with unique requirements. The Onboarding team identifies the requirements for the...organization, including identification of efficiencies and process improvements + Lead a team of individuals across various… more
- Google (New York, NY)
- …and the strategy for how their advertising can reach thousands of users. The Onboarding team plays a critical role in Google's Acquisitions organization and is ... + Ability to take initiative, work with minimal guidance, lead , motivate, and work with others. + Ability to...Strategist, you will be a critical member of our Onboarding team , managing the onboarding … more
- Google (New York, NY)
- …As a New Business Account Strategist, you will be an essential member of our Onboarding team , managing the on boarding of new advertising customers for Google ... them in adding value to their business. + Ability to work independently and lead , motivate, and work with others. + Ability to multi-task and to manage multiple… more
- JPMorgan Chase (White Plains, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you ... Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding...exceed our client expectations and creating a client obsession culture within the team +… more
- Citigroup (New York, NY)
- **Job Description:** The Citigold/Citigold Private Client Banking Segmentation Program Lead is a strategic professional who stays abreast of developments within ... a highly effective and innovative Vice President to help lead the Citigold and Citigold Private Client ...portfolio for growth opportunities with a clear focus on client deepening, onboarding , and engagement processes. +… more
- Publicis Groupe (New York, NY)
- …and trechnolgoy platforms utilized in modern marketing practices (Veeva, Adobe, etc) The SVP Director, Client Lead is the Accoutn team 's lead , ultimately ... of your personal and professional life. **Overview** The SVP, Client Lead is meant to lead...of scoped engagements, have a growth focused mindset and lead the DH team for overall success.… more
- LinkedIn (New York, NY)
- …clients as well as their ability to drive incremental revenue. The Lead Client Solutions Manager is a nimble team player who is comfortable managing multiple ... for you and when it is important for your team to be together. LinkedIn Marketing Solutions: We help...Strategic Accounts, LinkedIn Marketing Solutions, is searching for a Lead Client Solutions Manager to manage relationships… more
- BlackRock (New York, NY)
- …clients & products, respectively, ** Client Experience Operations** , core client operations teams driving reporting, billing, and onboarding due diligence ... research and competitive insights, analytics, marketing, business and change management ** Client Experience Delivery Team Overview** Exceeding the service… more
- Walmart (Hoboken, NJ)
- …+ Predict trends and lead the use of industry best practices. + ** Client Onboarding ** + Design smooth onboarding processes by using domain expertise ... + Implement sales forecasting standards and promote the use of new technologies. + ** Client Service Excellence** + Coach team members to implement client … more
- TD Bank (New York, NY)
- …+ Conduct regular relationship reviews with client , both formal and informal + Lead the client 's dedicated team of portfolio managers, client ... **Job Description:** A Relationship Manager within the Global Institutional Relationship Management team serves as a focal point for a group of institutional… more
- Capgemini (New York, NY)
- …E2E alignment across the work streams + Coordinates and communicates with the offshore engagement lead and team for completion of work + Oversees and manages the ... strategies **Other key responsibilities include:** + Provides advice to the client leadership team around GW implementation and business transformation… more
- TD Bank (New York, NY)
- …worth of payments daily. **Position Overview:** This position is for a **Test / QA Lead ** in our Payment and Deposits Solutions team and requires subject matter ... Role Responsibilities:** **A) Functional Testing / QA Management:** + Lead test team in the delivery of...payments and deposits operating models and how these serve client needs and use cases. + Experience with payment… more
- BlackRock (New York, NY)
- … engagements, addressing client inquiries, concerns promptly daily + Help lead client implementations, working to understand their business problems, then ... a period of rapid transformation in the industry. The Client Delivery and Execution team is responsible...for major commercial strategic initiatives. **Key responsibilities** + Help lead the day-to-day client servicing for ongoing… more
- CADENT (New York, NY)
- …opportunities to upsell into existing books of business. Our Client Success team supports clients from the point of onboarding through fostering long-lasting ... addressable, and cross-screen campaigns. Cadent is looking for an enthusiastic Manager of Client Success for our Business Development Team to support clients… more
- Publicis Groupe (New York, NY)
- …vision setting and go-to-market strategy definition, the candidate will also lead client specific CoreAI opportunities, partnering with cross-functional ... stakeholders to identify sell-in opportunities, shape client engagements and tailor solutions to client -specific...effectiveness. + Have strong interpersonal and collaboration skills, resourceful team lead with a track record of… more
- Publicis Groupe (New York, NY)
- …**Overview** The Senior Associate, Client Operations will be part of a growing Client Operations team on a well-known client . This position has ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...+ Prepare competitive reports + Work with entire investment team to lead monthly processes internally and… more
- BlackRock (New York, NY)
- …channel performance + Monitor the partnership budget in collaboration with the Finance team + Lead annual planning, budget and resourcing planning, and manage ... adept at interpreting complex data sets while also taking the lead on significant business initiatives and special projects. **Responsibilities** _Strategy: support… more