- Morgan Stanley (New York, NY)
- …career - a place for people to learn, to achieve and prosper. The Prospect Management & Client Coverage team is embedded within the broader Strategic ... **Job:** **Wealth Management * **Title:** * Prospect Management and Client Coverage Associate/AVP* **Location:** *New York-New York* **Requisition… more
- Citizens (Manhasset, NY)
- … client introductions and engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing ... relationships through partnership referrals. + Tailor wealth management planning to meet client needs. + Utilize the knowledge of internal stakeholders and… more
- Morgan Stanley (Purchase, NY)
- …part of our culture. Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage , and greater ... growth and participant engagement goals. The RIA Strategy & Client Development team works closely with senior management...participant education . Work with consultants to strategize on client / prospect approach . Develop and… more
- AON (New York, NY)
- …comparisons, mid-term changes for new business opportunities and renewals. + Participate in client and prospect meetings. + Advise and execute on the placement ... will look like The Broker is responsible for the management of a portfolio of middle market accounts, including...for new business opportunities and renewals. + Participate in client and prospect meetings. + Advise and… more
- AON (New York, NY)
- …client needs, crafting solutions and negotiating with insurance carriers to acquire coverage that is in a client 's best interests. Coverages include: ... brokers, producers and account executives. + Develop and deliver client and prospect presentations in conjunction with...crafting solutions and negotiating with insurance carriers to acquire coverage that is in a client 's best… more
- Citizens (New York, NY)
- …be a senior coverage banker within the Corporate Banking Division with Client and Prospect activities focused on Technology companies. This role serves as ... the full suite of Citizen's Capital Markets and Treasury Management products to the Technology Services client ... relationships and developing new relationships through a rigorous prospect calling effort. + Responsible for driving the overall… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** ... + Partner with Banker on prospecting efforts prospecting - conduct new client / prospect research, generate leads and develop prospects, network to identify… more
- TD Bank (New York, NY)
- …The Vice President - Corporate Banking - Industrials works alongside Senior Corporate Coverage Bankers on client account management , and the origination ... career development. **Essential Responsibilities** : + Support Corporate Bankers in day-to-day client coverage , and assist in providing capital structure advice… more
- JPMorgan Chase (New York, NY)
- …in coordination with broader Securities Services, Prime Services Sales team and other client coverage teams + Coordinate RFP responses and presentations for ... education sessions for internal partners, and for existing and prospect clients + Represent JPM at internal and external...and technical knowledge of securities finance, lending, and collateral management + Direct client facing experience in… more
- Citigroup (New York, NY)
- …capabilities of CIM's strategies. The candidate will be responsible for the daily management of CIM client separately managed account (SMA) portfolios and will ... contributor to the investment team, with responsibilities related to both investment management and client service functions. The portfolio manager will be… more
- Scotiabank (New York, NY)
- …by industry sector and coordinate the overall GTB relationship with in-country subsidiary coverage to provide a consistent and simplified client experience. By ... client events. + Responsible for delivering a seamless end to end client experience through effective stakeholder + management and collaboration with… more
- Bank of America (New York, NY)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- CoStar Realty Information, Inc. (New York, NY)
- …offering solutions that help our clients achieve their goals + Build strong client relationships and prospect by conducting regular in-person meetings which will ... and expertise in the Commercial Real Estate industry to build your client portfolio by prospecting, studying industry trends and news, and conducting effective… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... growth and retention, and prepare for and participate in client and prospect meetings + Educate Advisors...2 years of relevant experience in direct investing or client portfolio management at an Asset … more
- WTW (New York, NY)
- **Description** As a Health and Benefits Director, you will lead client engagements involving the design and management of the full array of health and benefits ... and trusted advisor to clients in the design and management of their health and benefits programs. Responsibilities include:...Serving as the Health and Benefits expert in new client pursuits by crafting solutions to meet prospect… more
- Bank of America (New York, NY)
- …growth. Examples of day-to-day team activities include: + Partnering with the relationship management team on client / prospect identification with the goal of ... strategic thinker who has the ability to assume direct client coverage as part of the Trade...to lead the end-to-end sales process and support relationship management activities to help facilitate the continued growth of… more
- WTW (New York, NY)
- … Advocate practices **Qualifications** **The Requirements** + At least 7+ years' client management and/or insurance brokering experience, preferably from an ... engagement, conversion of the portfolio company to a WTW client , management of the portfolio company programs...PE&TS team in overseeing and managing key private equity client and prospect relationships. + Manage transition… more
- S&P Global (New York, NY)
- …of Private Markets Sales, North America in the maintenance of existing client relationships, origination of new sales opportunities, and coordination of internal ... SFDC proactively to ensure the database properly reflects the status of each prospect (both entities and opportunities) + Telephone and e-mail marketing to … more
- JPMorgan Chase (New Hyde Park, NY)
- …experience by building relationships and providing financial advice with a focus on client experience and risk management , while focusing on acquiring new ... annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide… more
- City National Bank (New York, NY)
- …on lead-agented, active book runner roles. The group works with relationship management teams to ensure the marketability of transactions, primarily structure and ... clients for syndicated transactions. * Help determine optimal capital structure for client and jointly pitch proper debt solutions and other ancillary banking and… more