- 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)
- Senior Consultant, Operations and Technology Transformation, Integrated Healthcare, Epic What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… 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
- Bank of America (New York, NY)
- …individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- S&P Global (New York, NY)
- …empowers clients to focus on growth and strategic decision-making with confidence. + Client Engagement & Support: + Assist in implementing marketing strategies ... leveraging advanced digitization assets, the team ensures seamless management of client reference data, lifecycle management, and document processes. Our solutions… 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
- 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 (Edison, 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