- Morgan Stanley (New York, NY)
- …career - a place for people to learn, to achieve and prosper. The Prospect Management & Client Coverage team is embedded within the broader Strategic ... **Job:** **Wealth Management * **Title:** * Prospect Management and Client Coverage Associate/AVP* **Location:** *New York-New York* **Requisition… more
- Neuberger Berman (New York, NY)
- …to client / prospect interests, etc. + Support the team with client and prospect contact management , including CRM maintenance. + Assist with new ... **Neuberger Berman** is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide.… more
- Citizens (White Plains, NY)
- … client introductions and engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing ... relationships through partnership referrals. + Tailor wealth management planning to meet client needs. + Utilize the knowledge of internal stakeholders and… more
- Neuberger Berman (New York, NY)
- …Japanese sales force in Tokyo to prepare responses to RFPs, respond to other prospect / client inquiries and deliver monitoring reports **Qualifications** : + 3 - ... **Summary** : Neuberger Berman is an employee-owned global investment management firm with $481 billion in assets under ...investor in private markets, managing over $115 billion of client commitments since inception, and over $20 billion of… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** ... + Partner with Banker on prospecting efforts prospecting - conduct new client / prospect research, generate leads and develop prospects, network to identify… more
- Publicis Groupe (New York, NY)
- …and creating growth. + Experience with the performance media industry, pipeline management and client acquisition, this role will require high technical ... to further scale the data-led offering and provide true momentum to our client 's own transformation. This model, with a country-led approach, is called the "Power… more
- Citigroup (New York, NY)
- …capabilities of CIM's strategies. The candidate will be responsible for the daily management of CIM client separately managed account (SMA) portfolios and will ... contributor to the investment team, with responsibilities related to both investment management and client service functions. The portfolio manager will be… more
- Bank of America (New York, NY)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- CoStar Realty Information, Inc. (New York, NY)
- …offering solutions that help our clients achieve their goals + Build strong client relationships and prospect by conducting regular in-person meetings which will ... and expertise in the Commercial Real Estate industry to build your client portfolio by prospecting, studying industry trends and news, and conducting effective… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... growth and retention, and prepare for and participate in client and prospect meetings + Educate Advisors...2 years of relevant experience in direct investing or client portfolio management at an Asset … more
- Citigroup (New York, NY)
- …with and a strong understanding of: *The CCB target market, value proposition, and client coverage model *How bankers interact with clients and identify their ... to help clients achieve their goals *Playing a role in deal management and client presentation preparation, including creating business development… more
- Zones LLC (New York, NY)
- …functions. Client Relationship Management : + Practice strategic relationship development and management for each client and prospect to obtain a deep ... and client accounts using trained best practices. Internal Resource Management : + Orchestrate internal Zones resources to sell solutions and provide Five-Star… more
- S&P Global (New York, NY)
- …in progressing deals as required (eg active participation in key opportunities, prospect / client meetings, executive meetings, deal strategy, etc.). + Provide ... offers a broad range of product offerings covering enterprise data management , investment management , loans platforms, regulatory and compliance solutions,… more
- Amazon (New York, NY)
- …Seller, your day is filled with dynamic responsibilities that span client relationship management , strategic campaign development, and data-driven insights. ... responsibilities - Use your influencing and relationship-building skills to prospect , penetrate, and develop executive-level relationships with clients, uncovering… more
- Publicis Groupe (New York, NY)
- …awarded creative agencies. This person is responsible for pitching, prospecting support, management of agency brands and the growth and development of junior team ... that drives growth that helps grow our US Creative client list, reputation, culture, portfolio and bottom line. It's...pitches. **Responsibilities** + Assist in fielding and vetting new prospect calls and emails. + Conduct background research on… more
- IBM (New York, NY)
- …with global experience and digital capabilities, IBM builds deep and broad-based client relationships. This local management focus fosters speed in supporting ... combine their technical interests and education with the people skills needed to prospect and co-create with customers, partners, and colleagues on solutions to our… more
- Stantec (New York, NY)
- …and major or multi-disciplinary proposals in support of account management + Prospect and qualify new client pursuits and related project work within the ... a strong alliance to the Transportation Leadership, the SMM provides marketing management and strategic expertise to the Transportation leadership team to ensure… more
- HUB International (Fairfield, CT)
- …relationships with High-Net-Worth clientele and insurance carriers, provide thorough reviews of client coverage , exposure, and price, communicate coverage ... global insurance broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth management … more
- JPMorgan Chase (New York, NY)
- …experience by building relationships and providing financial advice with a focus on client experience and risk management , while focusing on acquiring new ... annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide… more
- City National Bank (New York, NY)
- …on lead-agented, active book runner roles. The group works with relationship management teams to ensure the marketability of transactions, primarily structure and ... clients for syndicated transactions. + Help determine optimal capital structure for client and jointly pitch proper debt solutions and other ancillary banking and… more