- Reed Smith LLP (New York, NY)
- …drafting invitations, sourcing venues, and overseeing end-to-end logistics. Prepare relationship reports, generate relationship maps, and develop targeting ... and surfacing cross-selling and expansion opportunities in partnership with relationship partners. Job duties and responsibilities included are not exhaustive… more
- S&P Global (New York, NY)
- **About the Role:** ** Sales & Relationship Management , Investment Management Community** **Role Summary:** As a Sales and Relationship ... role in driving the success of client relationships within the Investment Management Community. You will oversee the entire sales lifecycle, from identifying… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Director, Investment Risk Management to join our Asset Management Risk team. In this role, you'll support the Public ... Equities platform in the execution of the second line global investment risk management program that meets business objectives and regulatory needs. + Conduct… more
- JPMorgan Chase (New York, NY)
- …products and produce best-in-class client communications + Fundraising and ongoing client relationship management as well assist with launching new products + ... you will assist and promote new and existing client management including managing a team of two, taking a...delivery of concise and persuasive new business presentations and investment reviews + Strong relationship building skills… more
- S&P Global (New York, NY)
- …clients overcome their complex business challenges. The team is focused on relationship management , business development, and are intellectually curious. We ... client engagement and solutions. The Head of Private Markets Relationship Management , S&P Global Ratings is a...sector. We are seeking a seasoned professional with consultative sales skills within Private Credit, Fund Finance and Financial… more
- JPMorgan Chase (New York, NY)
- …delivering clear client support. + Strong understanding and interest in real estate investment management . + Series 7 and Series 3 certifications required (or ... Asset Management (JPMAM). **Job Responsibilities** + Collaborate with internal sales channels to proactively position our real estate solutions through RIA's and… more
- TIAA (New York, NY)
- …insurance licenses completed. Related Skills Business Development, Client Relationship Management , Collaboration, Consultative Communication, Continuous ... **Wealth Client Relationship Manager** Wealth Management Client ... Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Management **Anticipated… more
- City National Bank (New York, NY)
- * INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU...faced with tight timelines for ambitious deliverables * Excellent relationship and stakeholder management skills * Be… more
- Wells Fargo (New York, NY)
- **The Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales ... overall financial needs, with consideration and respect for their total relationship with Wells Fargo. This position, within the Financial Institutions group,… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... sector and/or financial products 4. Advanced skills in financial analytical, sales , presentation, client relationship management , organizing, leadership… more
- Bank of America (New York, NY)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management ...to spending more than 50% of their time on relationship management activities. Assist with and attend… more
- BlackRock (New York, NY)
- …experience working within the investment industry or other relevant field; relationship management or sales experience preferred. BA/BS degree required. ... **About this role** **Role Description:** A Relationship Manager - Associate's primary function is to... teams, product management teams, senior executive management , and our retail sales force. They… more
- PNC (East Brunswick, NJ)
- …Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management **Competencies** Business ... or participate in STEM OPT for this position. **Job Description** + Sets relationship strategies and directs relationship management activities with new… more
- KeyBank (Tarrytown, NY)
- …clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the ... clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout… more
- Wellington (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... clients invested with Wellington Trust Company, NA. The Fund Relationship Analyst will work as part of a team...+ Minimum 2 years of experience, ideally in the investment management industry, in areas of client… more
- Wells Fargo (New York, NY)
- …and client retention efforts + Partner with mid-level bankers providing guidance on relationship management and client coverage efforts + Provide coaching and ... **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of...engagement **Required Qualifications:** + 7+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through… more
- KeyBank (Tarrytown, NY)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of… more
- Truist (New York, NY)
- …of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and ... sales process to partner with clients to review investment plans on a regular basis. 5. Lead overall...plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections… more
- TIAA (New York, NY)
- …Thinking, Executive Presence, Financial Acumen, Financial Analysis, Financial Risk Management , Relationship Management , Risk Analysis/Analytics, Risk ... **Financial Risk and Capital Management ** The Investment Risk Officer is...to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company… more
