- Citigroup (New York, NY)
- …requires a strategic thinker with expertise in analytics, data management, and wealth management. The individual will work closely with front-office users (bankers, ... and document processes to improve and optimize future opportunities + Own the product roadmap for the GFCM squads and customer processes + Collaborate with… more
- Wells Fargo (New York, NY)
- **Wells Fargo Wealth & Investment Management** Wells Fargo Wealth & Investment Management (WIM) provides clients access to some of the United States' leading ... services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services to help… more
- JPMorgan Chase (West Harrison, NY)
- …Your role will encompass the efficient management of operational requests such as account opening , money movement, and investment trades, with a strong emphasis ... but not limited to facilitating accurately and timely operational requests such as account opening , money movement and investment trades + Aid the Advisors… more
- JPMorgan Chase (New York, NY)
- …(front, middle, and back offices), such as client relationship management, account opening , consolidated client reporting, enhanced performance and risk ... create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and… more
- PNC (Fort Lee, NJ)
- …and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. ... based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from… more
- LinkedIn (New York, NY)
- …world of sales and business development with Sales Navigator, our flagship product that connects and builds mutually beneficial relationships between buyers and ... sellers. As a Key Account Director, you are the go-to business sponsor at...and law firms, as well as financial organizations across wealth management, insurance, and commercial banking - supporting their… more
- Insight Global (New York, NY)
- …in a timely and accurate manner. Primary responsibilities: - Receive and log client/ account opening instructions and confirm receipt back to sender. - Prepare ... the team leader for appropriate action. - Input of account opening data for new and existing...documentation from internal business partners, Ensuring adequate source of wealth is documented for each client, Satisfy the Bank's… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 12 **The Team:** Our Account Management team is at the forefront of client relationship excellence, working ... with key stakeholders and decision-makers + Develop and execute strategic account plans to drive revenue growth, identify expansion opportunities, and ensure… more
- S&P Global (New York, NY)
- …intelligence. **Position Summary** Market Intelligence Strategic Alliance Partnership group has openings in it's team for account managers responsible for ... and support the creation and implementation of strategic division-wide and product -specific goals with these key partners. **The Team** The Strategic Alliance… more
- LinkedIn (New York, NY)
- …the world of sales through the use of Sales Navigator, our flagship product that connects and builds mutually beneficial relationships between buyers and sellers. As ... an Account Director in Key Accounts, you will help orchestrate,...and law firms, as well as financial organizations across wealth management, insurance, and commercial banking - supporting their… more
- Indeed (Stamford, CT)
- …for job seekers. (*Comscore, Total Visits, March 2025) **Day to Day** National Account Managers at Indeed help the top organizations more effectively manage their ... accounts. + Conduct face-to-face meetings, including presentations, webinars, and product demonstrations over the phone. + Identify revenue opportunities within… more
- Citigroup (New York, NY)
- …constant communication with the client + Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client ... of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments...all requests in a timely manner + Liaise with product and functional partners to ensure requests are completed… more
- Citigroup (New York, NY)
- …The role demands an acute understanding of complex cross-border client account coverage and facilitation, alongside proactive involvement in strategic marketing and ... in-depth understanding of and active facilitation for complicated cross-border client account coverage, ensuring the GCS program effectively facilitates the … more
- S&P Global (New York, NY)
- …other target segments + Collaborate effectively with cross-functional teams including Product Specialists, Marketing, Client Services, and Account Management to ... acquisition and exceed sales targets through new business development and strategic account expansion across assigned territories or market segments + Develop and… more
- S&P Global (New York, NY)
- …cycles with multiple stakeholders + Collaborate with cross-functional teams including Product Management, Marketing, Pre-Sales Engineers, Account Management, and ... initiatives + Provide market intelligence and client feedback to influence product development and commercial strategy + Identify and develop revenue synergy… more
- Banco Popular Puerto Rico (Bronx, NY)
- …inquiries relative to opening of accounts to ensure customer knowledge of account features + Stay abreast of changes to banking environment, bank competition and ... community involvement, etc. + Cultivate internal partnerships with Commercial and Wealth Management to promote integrated sales and service efforts across Popular.… more
- JPMorgan Chase (West Harrison, NY)
- …and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital ... with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase… more
- JPMorgan Chase (New York, NY)
- …acquisition strategies for secure web and mobile app experiences, focusing on account opening and lead generation within authenticated channels. + Support ... We are seeking a driven and analytical marketer to join our Wealth Management Digital Marketing team, focusing on digital strategy for authenticated (secure) web and… more