• BlackRock, Inc. (New York, NY)
    About this role About the Role BlackRock's US Individual Investor Marketing team seeks a strategic marketing leader to spearhead product- and growth-focused ... initiatives for our Individual Investor audience. In this pivotal role, you'll drive comprehensive...drive comprehensive marketing strategies and campaigns across the full client journey, with direct impact on growing BlackRock's US… more
    Upward (07/19/25)
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  • Goldman Sachs, Inc. (Dallas, TX)
    Job Description The Client Facing Event Manager for Global Banking and Markets will bring investment banking corporate clients together with investors and ... Equity Sales, and serve as our corporate clients' point of connectivity to the investor community at client -facing events. Location: This role will be based in… more
    Upward (07/17/25)
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  • Brown Brothers Harriman & Co. (New York, NY)
    …career. Brown Brothers Harriman is currently recruiting an experienced professional to join as a Client Manager . The Client Manager serves as a key ... contributing to client satisfaction and retention. The Client Manager leads the team's administrative and...as they troubleshoot account issues such as portfolio reporting/activity, client reference data Serve as primary interface… more
    Upward (06/23/25)
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  • Burns & McDonnell (Austin, TX)
    Description The Power Market Project Manager will support electric utilities in generation and power supply planning decisions, including the decisions and ... or conversions, as well as power purchase decisions. The Power Market Planning Project Manager will support a broad range of studies and other consulting services to… more
    Upward (07/03/25)
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  • Golub Capital (New York, NY)
    …and Product Knowledge: Demonstrates an understanding of the Firm's investment strategies, client base, products and investor needs, including the Firm's ... Position Information Hiring Manager : Associate Director Department: Product Specialist Department Overview The Product Specialist ("PS") Team creates, updates and… more
    Upward (07/13/25)
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  • Brown Brothers Harriman & Co. (Philadelphia, PA)
    …for the office including compliance related KYC/AML, ECMS, IPS, etc. The Private Client Assistant also works with the office manager and relationship teams ... for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we… more
    Upward (06/24/25)
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  • iCapital (Greenwich, CT)
    …our Accreditation, KYC, and KYB services into their existing tech stacks. Understand client data flows, assisting with technical integrations (APIs, SDKs), and ... client -facing technical role (eg, Solutions Engineer, Technical Account Manager , Implementation Engineer) within a SaaS or financial technology company,… more
    Upward (07/18/25)
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  • IQ-EQ (Dallas, TX)
    Company Description We're a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of ... a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above… more
    Upward (07/19/25)
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  • BlackRock, Inc. (Chicago, IL)
    …record of managing an assigned territory to help identify, develop, and own client relationships. As the world's largest asset manager , BlackRock has product ... and solution offerings for almost any investor 's needs. In this role, you will be directly...is focused on cultivating new relationships across their discrete client focus list to deliver new client more
    Upward (07/11/25)
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  • Great Gray (Boston, MA)
    …fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and ... the client experience more delightful. Complacency isn't in our vocabulary....Great Gray is looking to add a Senior Product Manager (Fintech) to our Product team. We provide innovative… more
    Upward (07/11/25)
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  • PNC Financial Services Group, Inc. (San Francisco, CA)
    …assessment of client objectives and market conditions. Develops and maintains client and/or investor relationships and other support functions as necessary. ... sales activities for a specific product(s) or transaction(s). Manages and develops client relationships. Provides superior client experience. Works closely with… more
    Upward (07/10/25)
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  • Alvarez & Marsal (New York, NY)
    …Management (Funds & Management Company) Business Transformation Interim Management Investor Reporting Valuation Treasury Functions Operational Review and Improvement ... (eg, HR, Administration, Technology & Insurance) PROFESSIONAL EXPECTATIONS: Data Collection, Validation and Analysis Guide team members in information gathering… more
    Upward (07/02/25)
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  • General Conference of Seventh-day Adventists (Silver Spring, MD)
    …time off, and retirement savings plans, etc. ESENTIAL JOB FUNCTIONS Works with the Manager of Investor Relations on Client portfolio analysis and reporting ... the GC Unitized Funds, the GC Money Fund and Investor Portfolios. Provide analytical support for fund management, investors...help the GCIO to be proactive and organized for client portfolio analysis and reporting. Provide support to clients… more
    Upward (07/10/25)
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  • Similarweb (New York, NY)
    …sophisticated investment professionals worldwide. What does the day-to-day of an Enterprise Sales Manager , Investor look like: Manage the entire sales cycle from ... world by revealing to them everything that happens online. Our unique data and solutions empower over 5,700 customers globally, including industry giants like… more
    Upward (06/23/25)
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  • Apollo (Greenwich, CT)
    Position Overview Apollo is a high-growth, global alternative asset manager . In our asset management business, we seek to provide our clients excess return at every ... to oversee the process of collecting, analyzing, and reporting portfolio company data , while enhancing the overall analytics framework for the Equity Funds. Primary… more
    Upward (07/05/25)
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  • JPMorgan Chase & Co. (Chicago, IL)
    …and delivery of all required finance and business support. As a Business Manager VP within the Transaction Development Group, you will serve as a reliable ... a team that plays a pivotal role in fostering relationships between various client segments of the Commercial & Investment Bank, utilizing JP Morgan's vast network… more
    Upward (06/21/25)
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  • Qcells (Teaneck, NJ)
    …skills, and/or tasks based on established procedures. Provide production services to client operations by performing data entry tasks. Verify the accuracy ... procedures, such as providing services to clients and internal operations through data entry, verifying payment information accuracy, and processing payments in line… more
    Upward (06/21/25)
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  • Computershare (Louisville, KY)
    …The Dividend Disbursements team is responsible for the end-to-end delivery of client dividend payments to shareholders, handling payments for all books of business ... REITS, and bonds. This role reports directly to the Manager , Service Delivery Operations. This role will work collaboratively...Service Operations Support and other business units to meet client expectations related to Payments. A role you will… more
    Upward (07/05/25)
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  • Umpqua Bank (Lake Oswego, OR)
    …asset-based lines of credit, commercial real estate loans (Owner Occupied and Investor ) and equipment financing; most often from moderate -to complex enterprises ... with revenues greater than $5 million. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to accurately present findings, including… more
    Upward (07/13/25)
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  • Investor Relations Manager , (B4)

    Applied Materials (Santa Clara, CA)
    …careers at Applied. **Key Responsibilities** + Develop comprehensive knowledge of Investor Relations and company policies, practices and procedures + Support the ... providing analysis of company results, peer disclosures, and market data points to contribute to the creation of deliverables...aligned with our Corporate Strategy cycle + Field incoming investor inquiries, handling as needed + Participate in and… more
    Applied Materials (06/28/25)
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