- Argo Group (New York, NY)
- …on innovation and agility, promotes collaborative service delivery, frequent, integrated communication, and authentic recognition of excellence. We work together ... and claims promptly and thoroughly Analyzing claims forms, policies and endorsements, client instructions, and other records to determine whether the loss falls… more
- Citigroup (New York, NY)
- …driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... a team + Strong presentation skills + Previous experience in client facing roles in Banking or Wealth (both a plus) + Problem solving & change management skills… more
- Citigroup (New York, NY)
- …Citi Wealth . Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our ... team provides lending solutions across all three client segments including Citi Private Bank, Wealth ...partner with the respective segment leadership teams to drive engagement and solutions, with lending product leads, for our… more
- City National Bank (New York, NY)
- …team. * Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and...process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation,… more
- Wellington (New York, NY)
- …paid and organic social media marketing across brand and product initiatives in the Wealth Channel. The ideal candidate will possess a deep understanding of the ... wealth management industry and have a proven track record...and media teams to drive awareness, consideration, and ultimately client growth for Wellington. **RESPONSIBILITIES** + **Develop and Implement… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team...Morgan is the place for you. As an Advisor Engagement Manager, you will lead the strategy and execution… more
- Bank of America (New York, NY)
- …individual with exceptional interpersonal skills * Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- Bank of America (Melville, NY)
- …individual with exceptional interpersonal skills * A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- Wellington (New York, NY)
- …events, as part of an integrated marketing strategy to build awareness and engagement in the US Wealth channels + Plan, design, and produce events while ... The Events Manager will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and 3rd party sponsorships)… more
- KeyBank (New York, NY)
- …a strategic and collaborative advisor and team member across the Commercial, Wealth and Institutional lines of business, working to proactively identify and execute ... Team. In this role you will support the development and execution of integrated communications plans that tell KeyBank's story across North America. You will work… more
- Broadridge Financial Solutions (New York, NY)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... for our clients, including asset managers, with solutions for enriching engagement , navigating risk, optimizing efficiency, and growing revenue. Our integrated… more
- S&P Global (New York, NY)
- …marketing investments. In this role you will: + Develop and implement integrated marketing plans aligned with business priorities, ensuring a client -centric ... and budget, ensuring alignment with DVR business objectives and client segment personas. + Apply a global mindset while...campaigns and content to amplify global impact. + Lead integrated product marketing campaigns that position S&P Global as… more
- Broadridge Financial Solutions (Edgewood, NY)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... work + Competent working in one or more environments highly integrated with an operating system. + Experience implementing and administering/managing technical… more
