- 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
- Neuberger Berman (New York, NY)
- …to client / prospect interests, etc. + Support the team with client and prospect contact management , including CRM maintenance. + Assist with new ... **Neuberger Berman** is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide.… more
- Citizens (Elizabeth, NJ)
- … 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
- Neuberger Berman (New York, NY)
- …Japanese sales force in Tokyo to prepare responses to RFPs, respond to other prospect / client inquiries and deliver monitoring reports **Qualifications** : + 3 - ... **Summary** : Neuberger Berman is an employee-owned global investment management firm with $481 billion in assets under ...investor in private markets, managing over $115 billion of client commitments since inception, and over $20 billion of… 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: ... producers and account executives. + Develop and deliver effective 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
- 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
- Walmart (Hoboken, NJ)
- …liaison between existing and new account teams, helping our sales team prospect new relationships and revenue opportunities. **What You'll Do:** + Create, own ... partnership goals + Provide consultative services to Walmart Connect sales and account management teams whose clients are utilizing an Agency + Raise awareness and… more
- Blue Foundry Bank (Parsippany-Troy Hills, NJ)
- …support and offering additional banking solutions to meet the evolving needs of the client . This long-term relationship management ensures that the client ... is a proactive relationship-builder who balances new business development with strategic client retention and growth. Primary Responsibilities + Prospect within… more
- Walmart (Hoboken, NJ)
- …tactics. Success in this position requires exceptional consultative sales, coaching, and client service skills; a willingness to experiment; the ability to thrive in ... Develop and actively manage short and long-term account plans based on client brand and performance marketing objectives + Vertical/Industry Expertise: Partner with… more
- Publicis Groupe (New York, NY)
- …and creating growth. + Experience with the performance media industry, pipeline management and client acquisition, this role will require high technical ... to further scale the data-led offering and provide true momentum to our client 's own transformation. This model, with a country-led approach, is called the "Power… 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
- Vitalief (New Brunswick, NJ)
- …Research SME, working in unison with Vitalief sales team members in attending client prospect meetings; creating and delivering client presentations, ... + Effectively positioning Vitalief as a highly valued, trusted delivery partner with client executives and management . + Collaborate with Vitalief executive … 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)
- …our materials so they can be leveraged in future opportunities. Collaborate with senior management , sales, client management & subject matter experts to ... timely input and approval of submission components. Interface with management and sales staff to ensure that proposals meet... and sales staff to ensure that proposals meet client / prospect requirements and reflect bid strategy and… 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
- Citigroup (New York, NY)
- …with and a strong understanding of: *The CCB target market, value proposition, and client coverage model *How bankers interact with clients and identify their ... to help clients achieve their goals *Playing a role in deal management and client presentation preparation, including creating business development… more
- JPMorgan Chase (New York, NY)
- …of Institutional asset management in the US market + Manage deeper client and prospect engagement by owning the institutional content strategy and activation ... JP Morgan Asset Management 's US Institutional Business offers investment solutions and...meeting and work closely with Distribution, Product, Investors and Client Service teams to drive a first-class client… more
- Zones LLC (New York, NY)
- …functions. Client Relationship Management : + Practice strategic relationship development and management for each client and prospect to obtain a deep ... and client accounts using trained best practices. Internal Resource Management : + Orchestrate internal Zones resources to sell solutions and provide Five-Star… more
- S&P Global (New York, NY)
- …in progressing deals as required (eg active participation in key opportunities, prospect / client meetings, executive meetings, deal strategy, etc.). + Provide ... offers a broad range of product offerings covering enterprise data management , investment management , loans platforms, regulatory and compliance solutions,… more