- Citigroup (New York, NY)
- …driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... a team + Strong presentation skills + Previous experience in client facing roles in Banking or Wealth (both a plus) + Problem solving & change management skills… more
- Citigroup (New York, NY)
- The Integrated Client Engagement (ICE) Team's mission is to drive measurable commercial outcomes, by leveraging Citi's iconic global brand and deep client ... relevant product expertise and 2) Strategic alignment of Citi Wealth 's client -facing resources with global wealth...ensuring delivery, alignment, and consistency of initiatives for the Integrated Client Engagement organization. Core… more
- Bank of America (New York, NY)
- …on clients. + Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our… more
- Deloitte (Morristown, NJ)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources . Our OTT team ... you will help lead workstreams within the context of a larger engagement , gathering and analyzing information, formulating and testing hypotheses, and developing… more
- Morgan Stanley (New York, NY)
- …of a comprehensive Personal Wealth Analysis (PWA) or a Limited Scope Engagement . The candidate will coordinate comprehensive and integrated planning across a ... Morgan Stanley's Private Wealth Management (PWM) Division focuses on the ultra-high net worth (UHNW) client segment. For over 40 years, PWM has served the needs… more
- S&P Global (New York, NY)
- …to focus on growth and strategic decision-making with confidence. **Responsibilities:** + ** Client Engagement & Pre-Sales:** + Define and implement the ... Lead bi-weekly global meetings with sales teams; track decision-makers, pricing, and client engagement progress. + Organize and maintain industry working groups,… more
- CIBC (New York, NY)
- …CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business financial solutions, as well as ... to serve clients coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United States with seamless connectivity to… more
- IBM (New York, NY)
- …and cross-industry competitive strategies. You'll manage complex components of an engagement , working closely with clients and their customers to understand their ... classical AI and high-performance computing. The financial sector is known for its wealth of complex and dynamically evolving business challenges with a long track… more
- S&P Global (New York, NY)
- …impact on pre-sale and early-stage diagnostic conversations with prospects. Proactive engagement with Relationship Managers on existing client retention and ... engagement with key internal stakeholders will include Product ( client /prospect feedback, market and competitive insights), Education (assist or supplement… more
- KPMG (New York, NY)
- …and problem resolution + Develop and implement strategic roadmaps, manage key engagement interviews, and research, and help facilitate client workshops + ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Broadridge Financial Solutions (New York, NY)
- …consistent and sustained marketing messages that reach the target audience to drive greater engagement and leads + Advance our client /prospect engagement via ... PR), and with business and sales leaders, to develop integrated marketing campaigns + Execute an appropriate mix of...Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of… more
- Nuveen Investments (New York, NY)
- …alongside the MD of Public Product Positioning, and the respective Heads of Client Marketing, to set product marketing strategy and objectives for Nuveen's fixed ... and partners closely with marketing colleagues globally to provide an integrated marketing approach. The position requires very close collaboration with members… more
- TD Bank (Flanders, NJ)
- …initiatives, fundraisers, etc. + Builds relationships by promoting a client /customer centered organization and proactively addresses customer needs + Contributes ... with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio + Manages the...Drives One TD - Builds and sustains awareness and engagement to increase partnership across Retail and all Lines… more
- KPMG (New York, NY)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Broadridge Financial Solutions (Newark, NJ)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... + Risk Management + Develop, implement, and maintain an integrated risk management framework for operational risk across the...and Depts + Coordinating Dept. RCSA documents + New Client Risk Assessments + Assessments of new business added… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... banking, underwriting, sales, trading, lending, and M&A advisory in one integrated organizational group under the umbrella of the Municipal Securities Division.… more
- Broadridge Financial Solutions (New York, NY)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... returns on investment. Your role will also involve creating and executing integrated launch plans in collaboration with sales, advertising, and production teams, as… more