- Wealth Enhancement Group (Deer Park, NY)
- …information, please visit www.wealthenhancement.com. Our Dix Hills, NY office is looking for a Sr Client Service Associate to serve as the liaison between the ... others, as well as foster a team of collaborative problem solving. New Client Onboarding Ensures accurate completion of prospect/new client paperwork/set… more
- Selby Jennings (New York, NY)
- …and consultants, including adoption, lead generation, and platform updates Oversee client onboarding and transaction processing across platforms and custodians ... investments, wealth management, and fintech ecosystems is preferred Experience with client onboarding , investor communications, and data segmentation is a plus… more
- Omnicom Health (New York, NY)
- …on ad-hoc basis (eg to deliver capabilities to new business prospect, pacify upset senior client , etc.) Manages internal and external crises with no supervision ... key points-of-view - internally and externally - relative to strategic/creative alternatives , client industries and issues Demonstrate the capacity, and… more
- Hotwire - US (New York, NY)
- …marketing and PR strategies tailored to FinTech and financial services clients. Advising senior leaders and C-suite stakeholders is your sweet spot and you're not ... head-on. You have a long track record of successful client relationships and new business wins and you're ready...are one team working together to be the global alternative . At Hotwire, we aim to be the best… more
- Newfront (San Francisco, CA)
- …requests. Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates ... approach so that it starts and ends with the client , not the product, and empowering people for moments...role and will be reporting to the Team Lead- Senior Account Executive. May require seasonal or intermittent traveling… more
- Black & Veatch (Irvine, CA)
- …to align with megatrends associated with water scarcity, limited resources, alternative fuels, and energy sustainability. Our industry leading solutions modernize ... carries out complex engineering calculations following standard methods and principles Client Focus: Responsible for assisting with identification of key client… more
- PGL (Atlanta, GA)
- … Speech Clarity - The ability to speak clearly so others can understand you. Speech Recognition - The ability to identify and understand the speech of ... Job Details Level Senior Job Location ATL Station - College Park,...it. To build strong working relationships with our present client base. General Tasks Resolve problems concerning transportation, logistics… more
- Newfront (San Francisco, CA)
- …requests. Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates ... approach so that it starts and ends with the client , not the product, and empowering people for moments...full-time role and will be reporting to the Managing Sr . Account Manager. Requires seasonal or intermittent travelling to… more
- Black & Veatch (Virginia Beach, VA)
- …put your diverse talents and perspectives to use. #LI-DM2 The Opportunity As the Senior Wastewater Process Engineer , you will have the opportunity to: Function in a ... to align with megatrends associated with water scarcity, limited resources, alternative fuels, and energy sustainability. Our industry leading solutions modernize… more
- BlackRock, Inc. (New York, NY)
- …important institutional client segment. Key Responsibilities: Build and manage key client relationships at a senior level with CIOs and portfolio managers ... creating and delivering bespoke investment solutions, advisory, and analysis to our sophisticated client base. The group is one of the industry's largest managers of… more
- CSM Group (Kalamazoo, MI)
- …especially important. Upon joining CSM Group we will provide you with a robust onboarding program to expose you to broad aspects of the organization by meeting with ... construction turnaround and shutdowns. The CPM will work with the client 's Engineering and Construction Services Departments to develop execution strategies and… more
- Metropolitan Nashville Airport Authority (Nashville, TN)
- …check, pre-employment drug screen, credit check, and breath alcohol test Onboarding Benefits : Deferred compensation plans Educational Assistance Health, Dental, ... Leadership Team and periodically addresses any capital concerns with appropriate senior leadership. Develops and presents financial information to the internal… more
- nVent (Dallas, TX)
- …distribution channels by negotiating terms, leading through the new customer onboarding process, and reporting progress and results Meet with channel partners ... Optimize sales coverage by assessing manufacturer rep capabilities, incentives, and alternative coverage options Develop direct key account programs by defining… more
- Citigroup (Getzville, NY)
- Client Onboarding Senior Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Lincoln Financial (Radnor, PA)
- …+ Assists with client onboarding , including support of Alternatives distribution technology platforms and custodian recognition . + Works with internal ... **Requisition #:** 74883 **The Role at a Glance** The Sr . Investment Sales Enablement Consultant will strive to build...presence in the advisor sold market by ensuring excellent client service across all of Lincoln's Alternative … more
- BlackRock (Atlanta, GA)
- …and client outcomes. **Key responsibilities include:** + Own relationships with client 's senior management (CTO, CIO, COO, Heads of Desks) to understand ... lead on multiple Aladdin workflows and processes + Help Client Engagement leads with harvesting and onboarding ...and derivative markets and their operational workflows. Knowledge of alternative investments and their lifecycle is a plus +… more
- Wells Fargo (Charlotte, NC)
- …interpret policies, guidelines and governance programs + Review and analyze client onboarding processes and challenges that require research, investigation, ... **About this role:** Wells Fargo is seeking a Senior Due Diligence Consultant **In this role, you...evaluation, and selection of alternatives + Provide subject matter expertise on documentation and… more
- Amazon (New York, NY)
- …to lead security programs focused on builder enablement in container VM and Client Devices. This role will lead initiatives for measuring and resolving complex ... security problems specific to container based assets and client devices across AWS and Amazon. The TPM will...a data-driven approach to build trust with engineers and senior leaders. Key job responsibilities * Develop and execute… more
- Neuberger Berman (New York, NY)
- …Management survey (among those with 1,000 employees or more). **Role Summary:** The Senior Project Manager - Alternatives Business Enablement and Operations will ... onboarding , system enhancements) that expand the capabilities of the alternatives business + Foster a culture of client -centricity, operational rigor,… more
- Charles Schwab (Lone Tree, CO)
- …across enterprise. The Sr . Manager role will report to the SWA Client Experience Offer Lead and work closely with enterprise business vertical leads to design ... with scale and consistency. We are looking for a Sr . Manager, Offer Management in Schwab Wealth Advisory (SWA)...and deliver a comprehensive and elegant client experience. Key responsibilities include: + Define and develop… more
