- Meta (New York, NY)
- …relationships, drive revenue by negotiating and optimizing complex opportunities. **Required Skills:** Client Solutions Manager , Financial Services ... **Summary:** The Client Solutions Manager for...products features and functionalities 23. Background / familiarity with Financial Services / Insurance category **Public Compensation:** $85,000/year to… more
- CBRE (New York, NY)
- Facilities Account Manager ( Financial Client )- NY, NY Job ID 201839 Posted 21-Jan-2025 Service line GWS Segment Role type Full-time Areas of Interest ... Manager provides leadership, management, and development of a client account, ensuring both financial and operational...subject matter experts to provide a diverse offering of solutions to complex client problems. * Work… 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...with Bloomberg. **Our Team** Bloomberg AIM delivers global, multi-asset solutions for portfolio management, trading, compliance and operations for… 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
- 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...data. We are seeking a strong, senior-level Technical Product Manager to join the New York team. **What's the… more
- Citizens (Fort Lee, NJ)
- …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
- City National Bank (New York, NY)
- * CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows ... relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to...strategies with the CNS IO. * Keep current on client 's financial information while ensuring that clients… more
- JPMorgan Chase (New York, NY)
- …assets for institutions, financial intermediaries and individual investors, worldwide. As a Client Account Manager on the Asset Management team you will be ... requirements of clients across all asset classes. As a Client Account Manager you will also partner...change + Influencing skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions… more
- JPMorgan Chase (New York, NY)
- As a Vice President Electronic Trading Product Manager within JPM's Electronic Client Solutions (ECS), you will play a pivotal role in developing low-latency ... client connectivity solutions tailored for our systematic...and verbal communication skills. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... deepen existing relationships. Key responsibilities include advising on the client 's financial needs and the full array...CTFA, CFM or JD a significant plus **Skills:** + Client Management + Client Solutions … more
- SMBC (New York, NY)
- …portfolio of benefits to its employees. **Role Description** A Cash management solutions Implementation Manager 's mission is to guarantee the delivery of ... advisory, implementation, maintenance, and support. Being a Cash Management solutions implementation Manager acts as a liaison.... BA/BS or equivalent experience . 5+ years of client facing role at a major financial … more
- Banc of California (New York, NY)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The AVP, Client Manager is expected to independently monitor the performance of ... 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
- Publicis Groupe (New York, NY)
- …for all. just to name a few of our great perks! **Overview** As a Client Growth Strategy Manager , you are responsible for a portfolio of advertiser accounts. ... to ensure client needs are met. The Client Growth Strategy Manager is the trusted...and effectiveness of deliverables. + Pitch CJ's products and solutions and gain adoption to meet client … more
- JPMorgan Chase (New York, NY)
- …and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private ... Client Investment Managers. As a Private Client Investment Associate Program Manager within JPMorgan...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- JPMorgan Chase (New York, NY)
- … Client Service products is a plus. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... to **execute the multi-year vision** . As a Product Manager on the Client Service Experience team...skills + Asset Management business experience and/or experience delivering solutions for a Client Service organization. +… more
- BlackRock (New York, NY)
- **About this role** BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of ... technology, our clients turn to us for the solutions they need when planning for their most important...need when planning for their most important goals. **About Client Experience** Our mission within the Client … more
- BlackRock (New York, NY)
- …servicing of the firm's clients. This includes service delivery, developing service solutions , and the enhancement of the client experience. **Role ... technology, our clients turn to us for the solutions they need when planning for their most important...deadlines and pose ability to work independently for routine client projects + An interest in the financial… more
- City National Bank (New York, NY)
- * MANAGER , CLIENT EXPERIENCE (CX) & INSIGHTS,...and champion customer advocacy. * All City National products, financial solutions and services are to be ... SVP* *WHAT IS THE OPPORTUNITY?* The SVP and Manager of CX and & Client Insights...Working knowledge of consumer, commercial and private banking and financial products is a plus. * Experience working with… more
- Nuveen Investments (New York, NY)
- …performance outcomes and risk control for our clients. Nuveen GFI is seeking a client portfolio manager to support the ongoing growth of our platform. The ... Skills Adaptability, Asset Class Expertise, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Detail-Oriented, Financial … more
- Citizens (Stamford, CT)
- …planning-based wealth management business, providing clients with best-in-class investment and portfolio solutions is key to client success and AUM growth. The ... Client Portfolio Manager ("CPM") role at Citizens Wealth Management ("CWM") is...all functions related to the construction of managed money solutions for their client portfolios. The CPM… more