- KPMG (New York, NY)
- ** Business Title:** Manager , Financial Services Client Onboarding (KYC), Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory ... a career in Advisory. KPMG is currently seeking a Manager in Customer & Operations for our Consulting (https://advisory.kpmg.us/)...and roll-out client /industry centric solutions focused on client onboarding and KYC (know your … more
- Morgan Stanley (New York, NY)
- …workforce (M/F/Disability/Vet). **Job:** ** Business Analysis* **Title:** *Regulatory Specialist, Client Onboarding AVP * **Location:** *New York-New York* ... not limited to: SEC Regulation Best Interest (Reg BI), Client Onboarding , New Accounts, Know Your ...Client (KYC), Enhanced Due Diligence (EDD). -Translate overall business strategy into technical requirements to be developed. -Collaborate… more
- JPMorgan Chase (Jersey City, NJ)
- …impact by delivering high-quality products that resonate with clients. As a Product Manager , Vice President in Firmwide Onboarding Acclimation, you are an ... successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability,… more
- ADP (Florham Park, NJ)
- …each other and our clients every day. **ADP is hiring a Manger, New Business Implementation. The Manager , New Business Implementation will** Executes against ... the strategy to achieve the core business results goals as outlined by the Retirement Services...by skillset, to the complexity and requirements of the client , to ensure a smooth and successful implementation and… more
- HSBC (New York, NY)
- …RFPs process including attending pitches with custody and deal teams + Project manage client onboarding with wider business functions in order to achieve ... all share. The group is looking for a Senior Manager , Client Management whose key purpose is...a regular basis and obtain, where possible, details of client business plans that impact or provide… more
- TD Bank (New York, NY)
- …will expand and deepen client relationships with TDGIS. The Relationship Manager will also actively pursue new business development opportunities within a ... you more specific details for this role. **Line of Business :** EPOCH LLC **Job Description:** A Relationship Manager...the client 's dedicated team of portfolio managers, client portfolio managers, client service manager… more
- Rystad Energy (New York, NY)
- …services to proactively increase clients' adoption and expansion. . Provide new client onboarding , including delivering engaging, customized product demos based ... our New York-based Sales & Marketing team as a Client Success Manager . The role is one...Jointly define success criteria with clients by understanding their business challenges in order to best manage product adoption.… more
- Black & Veatch (Paramus, NJ)
- ** Client Account Manager - Food &...reputation of integrity among clients. + General understanding of client business and financial drivers and B&V ... massive difference, we are looking for you! As the ** Client Account Manager ** for food, beverage and...client organization to cultivate relationships to obtain new business or maintenance of existing relationship. Makes recommendations to… more
- CBRE (New York, NY)
- Digital Product Manager ( Client Services) Job ID 175538 Posted 05-Sep-2024 Service line REI Segment Role type Full-time Areas of Interest Data Centers, Digital & ... technical support for the platform and deliver on change initiatives. Partner with Business Analytics, Client Data teams to ensure proper data governance and… more
- CADENT (New York, NY)
- …and cross-screen campaigns. Cadent is looking for an enthusiastic Manager of Client Success for our Business Development Team to support clients interacting ... all day-to-day activities while uncovering opportunities to upsell into existing books of business . Our Client Success team supports clients from the point of… more
- Neuberger Berman (New York, NY)
- …position will provide the individual with a perspective on the Neuberger Berman Institutional Client Group business and well as the numerous product offering of ... and portfolio management team, negotiate Investment Management Agreements. Assist with onboarding new client accounts including asset transfers (tax lot,… more
- BlackRock (New York, NY)
- **About this role** **Associate, Partner Marketing** **Aladdin Client Business ** **New York, Princeton** **What does our business do?** Aladdin investment ... team, with a specific focus on the Aladdin Wealth business , and is responsible for building market momentum, activating...through sales and marketing initiatives. We work directly with client firms, as well as with global, digital and… more
- American Express (New York, NY)
- …project planning ensuring the timely customer onboarding . + Assess and document client 's business and technology processes as it relates to the American ... driving customer success while being a proactive self-driven project manager . This is an excellent opportunity for someone who...all aspects of a client implementation utilizing onboarding tools and resources. + Advocate customer business… more
- Bank of America (New York, NY)
- GCIB / GM KYC Business Support Manager VP New York, New York;Fort Worth, Texas; Charlotte, North Carolina **Job Description:** **The Function** The Client ... front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with… more
- S&P Global (New York, NY)
- …knowledge of CRM databases (such as Salesforce.com) would be advantageous. **Responsibilities:** ** Client Development Manager ** + Ensures client derives ... drive increased usage and broad adoption. + Understand the client 's business priorities and needs. Act as...broad adoption. + Engage with Commodity Insight Analytics on client support and product developments. **Commercial/Sales Manager :**… more
- CDM Smith (Edison, NJ)
- …an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple ... costs. * Engaging in routine coordination with other area client service leaders and internal business units...leader position and obtain requisite certifications within 6-months of onboarding . * Adhering to CDM Smith's Core Values. **Job… more
- WTW (New York, NY)
- …with the lead client relationship manager , actively expands existing client relationships and supports new business prospecting + Engages with sales and ... the industry while having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Overview** Colleagues in this… more
- Neuberger Berman (New York, NY)
- The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with Neuberger Berman's ... provides direct support to the assigned Portfolio Management and Institutional Client Coverage teams and is responsible for compiling strategy specific portfolio… more
- Gelfand Rennert & Feldman (Manhattan, NY)
- …Wilmington, and London. We are seeking a Tax Manager or Senior Tax Manager with ideally entertainment business management experience to join our team of ... Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers,...(NY) on a hybrid basis. Overview of Role: The Manager is responsible for overseeing all financial and tax… more
- Walmart (New York, NY)
- …2+ years of experience in client -facing roles focused on new client onboarding , implementation, retention, and/or product adoption - experience in strategic ... Position Summary What you'll do **Position Summary ** **What you'll do ** ** Manager , Operations - Enterprise & Strategic Partner Onboarding (Local Marketplace)**… more