- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:Are you interested in building a career focused on Client Management?\u00A0 Can you work collaboratively with colleagues across the globe to help ... growth of Fidelity s investment capabilities within Fidelity s Institutional Client Group (ICG) organization.\u00A0 The Role ICG is the institutional distribution… more
- Neuberger Berman (New York, NY)
- The Sub - Advised Client Service Analyst will serve as an internal/external liaison, working across various departments to directly support the needs of ... impact within a leading firm, we invite you to apply for the Sub - Advised Client Service Analyst position. **Key Responsibilities:** + Coordinate… more
- Neuberger Berman (Chicago, IL)
- … analytics. + Produce monthly client reports and data for institutional and sub - advised clients. + Serve as the primary contact for data on portfolio ... and portfolio/product analytics. The Analyst will partner with Portfolio Management, Client Service , IT, Marketing, RFP, and Legal teams. They will be involved… more
- T. Rowe Price (Owings Mills, MD)
- …designed to meet clients' needs including mutual funds, Separately Managed Accounts, Trusts/ Sub - Advised and ETFs. The types of intermediaries that we partner ... and grow your career with us. 2025 Sales & Client Engagement Internship Program For 80 years, T. Rowe...has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the… more
- BlackRock (Wilmington, DE)
- …quarterly cross trade reports + Performing ad-hoc analysis for the Client Service Management team and sub - advised clients + Maintaining procedures across ... status from various global functional teams + Preparing monthly and quarterly Sub - Advised client certificates, in accordance with client guidelines… more
- Nuveen Investments (New York, NY)
- …Only (DCIO) Sales job sells mutual funds, Collective Investment Trusts (CIT), sub - advised management and annuity products to retirement plan intermediaries ... Works closely with clients or their advisers to define client goals, address concerns and to plan DCIO sales...and investment due diligence teams to win fund and sub - advised mandates as well as recommended fund… more
- Stantec (VA)
- …+ Coaches, mentors, and provides client ‐specific training to junior account managers, sub -account managers and client service staff on current accounts ... Support the account team and Stantec project teams through client service issues to ensure we maintain...of current events and deviation from project goals, and advised on possible solutions. + Ideally have preexisting relationship… more
- Insight Global (Dallas, TX)
- …transparent model, a deeply experienced team, and an unparalleled dedication to client service . This brokerage pioneered the commission management practice for ... also the leading provider of commission recapture solutions for sub - advised funds and plan sponsors. As a...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
- Administrative Office of the US Courts (IN)
- …Oversight includes, monitoring the product development portfolio components (projects and its sub -projects) such as cost, quality, plans vs. actuals, end to end ... information. Providing and maintaining a capacity planning and resource tracking service across the program and portfolio. Establishing cross-program centers of… more
- City of New York (New York, NY)
- …or AIDS live healthier and more independent lives. We assist with an individualized service plan that targets the support and necessary benefits that are specific to ... a client 's medical situation that will enhance his or her...Reconcile a variety of budgetary reports through recapitulation for sub -imprest funds, consumer receipts and W717s directly with the… more
