- Ridgeline (New York, NY)
- … account administration, trade processing, reconciliation, corporate actions, investment data management , and performance reporting Partner cross-functionally ... excited to collaborate cross-functionally to deliver scalable, AI-powered workflows that transform the investment management industry? If so, we invite you to be… more
- NBT Bank (New York, NY)
- …desired but not required Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation 5 Years experience in ... portfolios including presentations/meetings with individuals and various boards. Responsible for the management of up to 10 investment officers. Education and… more
- Clearwater Analytics (New York, NY)
- Clearwater Analytics is seeking a dynamic and results-driven Account Manager to join our sales team. In this pivotal role, you will be responsible for driving ... competitive edge. Qualifications: Proven Track Record: Demonstrated success in enterprise account management , consistently meeting or exceeding revenue targets,… more
- ION Group (New York, NY)
- The Role: The ION Corporates Sales and Account management team is a global group of experienced Sales, Account Management , pre-sales, and Sales ... that they gain the maximum possible value from their investment . In addition, you will take an active role...base and high retention rate Practical experience within an account management customer facing role Solution selling… more
- Tennr (New York, NY)
- …of experience in a client-facing role (eg, customer success, account management , sales support, consulting, bizops, or investment banking) You're a ... Fund, and other top investors. About the Role As an Associate Customer Success Manager at Tennr, your mission is simple: make our customers deliriously happy. That… more
- London Stock Exchange Group (New York, NY)
- …to product capability. *Strong ability to collaborate with internal operational and account management teams. *Executive engagement skills with an ability to ... the customer's journey. In a role that is comprised of relationship management , education, data science and deep functional expertise, CSMs are responsible for… more
- Kidde Global Solutions (New York, NY)
- …technologies that protect lives and property worldwide. With a recent $10M investment in product innovation, we're committed to expanding our impact and providing ... line, addressing resistance in order to develop business. Supports the management team representative on target accounts or territories. Maintains personal pipeline… more
- Goldman Sachs, Inc. (New York, NY)
- …communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New ... and expand existing relationships by delivering superior client service. The Client Experience Manager will support a diverse set of investment products -… more
- DataVisor (New York, NY)
- …and results-driven. Come join us! Position Overview: As a Senior Customer Success Manager (CSM), you will serve as a strategic partner to key enterprise clients, ... on best practices in fraud/AML strategies and platform usage to maximize return on investment Represent the voice of the customer internally and the voice of our… more
- Brookfield Asset Management, Inc. (New York, NY)
- …matters, buildout of briefing packets/spotlights, ensuring most effective use of investment professionals' time) Account planning Responsible for territory ... Group ("GCG") provides solutions for investors across the Brookfield Asset Management organization. The GCG also manages institutional relationships and raises… more
- Alloy (New York, NY)
- …to develop a mutual integration and improvement roadmap The Customer Success and Technical Account Management teams to drive testing and adoption of high impact ... and with our clients to identify critical areas of opportunity for investment , prioritizes those opportunities, and, in close partnership with Engineering, delivers… more
- Clearwater Analytics (New York, NY)
- …traditional asset manager and asset owner operating models, the investment management lifecycle and vendor landscape. Excellent communication, presentation ... 'trusted advisor' and a consultative resource to both internal (eg Sales, Product, Account Management , etc.) and external stakeholders, assisting in driving new… more
- SeatGeek (New York, NY)
- …a preview of quarterly accounting close results Partner with the Commercial Performance, Account Management , and Analytics teams to budget and consolidate our ... everyone should expect more from ticketing. The Strategic Finance Manager sits within the Financial Planning & Forecasting sub...you have 6-8 years of progressive experience in FP&A, management consulting, or investment banking, with 5+… more
- Ares Management Corporation (New York, NY)
- …including marketing, finance and accounting, legal and compliance, portfolio management and investment professionals; Outgoing, collaborative and inclusive ... a Vice President in the US Direct Lending Product Management and Investor Relations team in the New York...development from a placement agent/private direct lending fund, asset manager or private equity firm required. Investment … more
- IPG Mediabrands (New York, NY)
- … management Ability to learn/master agency tools specific to your account (MediaTools, Growth Accelerator, NMI) Project management ; effectively managing ... Director, Planning, you'll support the vision and strategic plan for the account , ensuring success across Work Quality, Client Relationships, Financials, and Team… more
- Neuberger Berman Group LLC (New York, NY)
- …Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with $508 billion in assets under management as of December ... order flow *Generating orders for new accounts, flows, terminations and tax management requests *Reviewing portfolio guidelines and account level dispersion… more
- TD Bank Group (New York, NY)
- …to provide critical infrastructure services that support and/or control the trading, investment , and corporate banking functions of TD Securities. We are committed ... Hoc MBS Trading Desk request Client trade allocations, trade confirmations, new account requests along with the identification and resolution of day-to-day issues… more
- Abbott (New York, NY)
- …you dream of. Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. An excellent retirement ... and improve quality of life through the design and provision of device and management solutions for the treatment of STRUCTURAL HEART disease. We aim to lead the… more
- Deloitte (New York, NY)
- …you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Manager , you will work within ... thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross...presence The wage range for this role takes into account the wide range of factors that are considered… more
- Deloitte (New York, NY)
- Manager , Industry Solutions, Investment Management...etc. The wage range for this role takes into account the wide range of factors that are considered ... Qualifications + Bachelor's Degree + 8+ years relevant consulting and/or investment management experience + 8+ years of experience in translating requirements… more
