- M&T Bank (New York, NY)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected...Enterprise sales in the US. + Work closely with senior sales management team to generate prospect client… more
- Citigroup (Paramus, NJ)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- JPMorgan Chase (New York, NY)
- …their goals. As a Head of Private Wealth Alternatives Vice President within the client service team you will act as a senior leader responsible for ... overseeing and enhancing the client service experience for registered broker dealers and intermediaries investing... wealth and alternative investments to deliver exceptional client service to our investors. **Job responsibilities**… more
- JPMorgan Chase (New York, NY)
- …working closely with Divisional and Regional Field Leadership to deliver top-tier client service . + Spearhead projects that drive significant organizational ... lead our team of Private Client Investment Managers. As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be… more
- Deloitte (New York, NY)
- …do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service Providers gain competitive advantages ... differentiate themselves in the areas of business strategy, sales and marketing, client service , product development, technology, and business operations. You… more
- KeyBank (Tarrytown, NY)
- …client strategic plan Advisory * Develops a deep knowledge of our Family Wealth client 's entire financial and family situation. * Develops a comprehensive ... responsible for the coordination and delivery of all family wealth services and ensures the client receives...execution of the plan * Owns the execution of service strategy and overall client experience for… more
- Truist (New York, NY)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...needed + 8 or more years of sales and client management experience in Wealth Management and… more
- JPMorgan Chase (New York, NY)
- …families. You will engage with our Athlete Council to identify opportunities for client acquisition and service , whether with existing products and services or ... Wealth Planning & Advice (WP&A) is a group...in a non-technical manner. The candidate should have a service -oriented and goal-promoting mindset, and be able to identify… more
- Truist (New York, NY)
- …individual subsidiary regulators (such as the Securities & Exchange Commission) as a senior leadership representative for Truist Wealth . Lead a culture of ... their families with execution of an extensive variety of client transactions covering the full suite of wealth...Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives 4. Success… more
- Citigroup (New York, NY)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi… more
- Citigroup (New York, NY)
- The Request for Proposal (RFP) Writer works with the Head of RFPs to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales ... Write high quality RFPs that are compelling to read, client -focused and accurately reflect our wide range of product...in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the… more
- Citigroup (New York, NY)
- …+ The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within ... Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the … more
- Neuberger Berman (New York, NY)
- …worth over $2 billion. The Senior Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the team's ... **Summary:** The Senior Client Associate will deliver comprehensive...others and significantly contribute to the team's success and client satisfaction. **Responsibilities:** + ** Client Service… more
- Deloitte (New York, NY)
- … wealth management, trust company, insurance provider, or related service provider + Strong relationship management skills, particularly the ability to ... Financial Services Senior Manager Our practitioners have the opportunity to...and other digital strategies + Manage the development of client deliverables or for internal business needs + Serve… more
- BlackRock (New York, NY)
- …internal partners. Initially supporting senior members of CEM in all aspects of client service , you will be encouraged to progress rapidly, and take on ... ** , differentiated capability for both Whole Portfolio and Wealth clients & products, respectively 3. ** Client ...Group ("FIG") and our mutual clients to deliver exceptional client service , which partnering with clients on… more
- Deloitte (New York, NY)
- …risk management aimed at ensuring the smooth operation and successful client service delivery. As an AML Project Associate Senior Consultant, you will have ... Anti Money Laundering (AML) Project Associate ( Senior Consultant) The Opportunity Do you have a...work with our AML and sanctions team to support client service delivery. Through your participation in… more
- Scotiabank (New York, NY)
- Senior Manager, Collateral Operations **Requisition ID:** 216067 **Salary Range:** 117,400.00 - 224,700.00 _Please note that the Salary Range shown is a guideline ... We work together to drive ambition for every future! **Purpose** The Senior Manager, Collateral Operations is responsible for supervising and overseeing the… more
- JPMorgan Chase (West Harrison, NY)
- …end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience + Protect the firm ... Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be...relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring… more
- HUB International (New York, NY)
- …relationships with insurance company partner contacts (such as underwriters, sales and service representatives), client contacts and HUB Sales and Account ... data to facilitate decision making (critical competency in working 'comfortably' with client /prospect representatives from ranks of Senior HR, Financial and… more