- VNS Health (Brooklyn, NY)
- …Vision, Life Disability Employer-matched retirement saving funds Personal and financial wellness programs Pre-tax flexible spending accounts (FSAs) for healthcare ... with clients and/or family members and friends concerned with the client 's welfare.Participates in interdisciplinary team meetings, rounds and/or case conferences of… more
- JPMorgan Chase (Brooklyn, NY)
- We are searching for a Client Solutions Manager to join our team! Client Solutions Managers are responsible for the project management of new and ... Services organization within JPMorgan's Corporate Investment Bank. As a Client Solutions Manager you will...experience JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions… more
- JPMorgan Chase (Jersey City, NJ)
- …experience our products and help to elevate every client interaction. As a Client Solutions Architect Manager in Digital Channels & Connectivity, you are ... , often in partnership with Technology, to fit complex client use cases + Supports Sales in solutioning and...demonstrations JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Client On-Boarding, Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory **Area of ... Consulting (https://advisory.kpmg.us/) practice. Responsibilities: + Help Design, develop and roll-out client /industry centric solutions focused on client … more
- Bloomberg (New York, NY)
- …with agility, productivity and collaboration, no matter where they are. The Bloomberg Financial Solutions department of 5,000employees is at the forefront of ... Bloomberg is a global leader in business and financial information, news and insight, and we use...join our North America commercial team as an Account Manager . The candidate will primarily look after clients across… more
- Bloomberg (New York, NY)
- …with agility, productivity and collaboration, no matter where they are. The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ... Bloomberg is a global leader in business and financial information, news and insight, and we use...their ongoing relationship with Bloomberg. Our Team Bloomberg Trading Solutions addresses the entire workflow with front-end portfolio, inventory,… more
- Bloomberg (New York, NY)
- …with agility, productivity and collaboration, no matter where they are. The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ... Bloomberg is a global leader in business and financial information, news and insight, and we use...cross-asset electronic trading platforms into one team, delivering trading solutions and analytics to both our Buyside and Sellside… more
- Amazon (New York, NY)
- …develop and grow innovative advertising programs? Amazon is seeking an experienced Senior Solutions Manager with a love of learning and experimentation to ... for a wide range of globally recognized brands across Financial Services and Hospitality (Restaurants, Travel and Services) verticals....WBRs. A day in the life As a Sr. Solutions Manager , you will have the opportunity… more
- Bloomberg (New York, NY)
- …with agility, productivity and collaboration, no matter where they are. The Bloomberg Financial Solutions department of 5,000employees is at the forefront of ... Bloomberg is a global leader in business and financial information, news and insight, and we use...of fixed income, commodity, currency, equity and multi-asset index solutions . With extensive asset coverage, a strong history of… more
- Citizens (New York, NY)
- …colleagues. The Private Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified ... allows the client to utilize those personalized financial solutions that address their specific ...objectives and current financial situation, becoming the client 's trusted relationship manager + Engage with… more
- Bloomberg (New York, NY)
- …with agility, productivity and collaboration, no matter where they are. The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ... Bloomberg is a global leader in business and financial information, news and insight, and we use...cross-asset electronic trading platforms into one team, delivering trading solutions and analytics to both our Buyside and Sellside… more
- TD Bank (White Plains, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client ... clients in the high net worth segment. The Private Client Relationship Manager II will serve as... solutions (via partner referrals) and complex credit solutions for client and their businesses. In… more
- Bank of America (New York, NY)
- …while minimizing regulatory, financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the ... Merrill Market Client Relationship Manager New York, New...with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and… more
- Bank of America (New York, NY)
- Private Wealth Market Client Relationship Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Black & Veatch (Paramus, NJ)
- ** Client Account Manager - Food & Beverage** Date: Sep 4, 2024 Location: US Company: Black & Veatch Family of Companies **Together, we own our company, our ... massive difference, we are looking for you! As the ** Client Account Manager ** for food, beverage and...target geographic regions with ability to sell multiple BV solutions . + Determines personnel within client organization… more
- AON (New York, NY)
- …team as an Infrastructure Client Coverage Leader for our M&A and Transaction Solutions Group in the US Aon's M&A and Transaction Solutions (AMATS) team ... represent a major opportunity. We also structure credit solutions and surety backed financial guarantees to...experience and abilities + Active listener, able to identify client issues and articulate solutions . + Excellent… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Regional Sales Manager - Private Client (RSM) is responsible for the direct management of ... and the delivery of HNW deposit, lending and investment solutions . The RSM will implementing plans and programs that...instruction to help the RM and IA teams grow client relationships, client balances, revenue and take… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York...CTFA, CFM or JD a significant plus **Skills:** + Client Management + Client Solutions Advisory ... to deepen existing relationships. Key responsibilities include advising on the client 's financial needs and the full array of Private Bank's capabilities,… more
- Morgan Stanley (Purchase, NY)
- …York, London, Hong Kong, Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NYC and Purchase, NY office. *Principal ... between clients and their custodians ◦Coordinating year-end audit with client and independent auditors ◦Preparing/reviewing draft annual financial … more
- Banc of California (New York, NY)
- …and job training, small business support, affordable housing, and more. The AVP, Client Manager is expected to independently monitor the performance of assigned ... performance and take the appropriate remedial steps. The AVP, Client Manager should strive to build strong...Portfolio Management. + Ensure loans are performing by tracking financial performance of client operations. + Perform… more
