- Neuberger Berman (New York, NY)
- …execution of several strategic programs and analyses related to Private Wealth's client onboarding and account opening journey. Our choice candidate will be a ... + Own and enhance all aspects of the Client Onboarding and Account Opening journey across the...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Nectar Social (New York, NY)
- …community, conversation, and commerce converge. The Role We're hiring a Strategic Account Manager to lead relationships with top brands using Nectar. ... role. What You'll Be Doing Own the full customer lifecycle: onboarding , workflow integration, account health monitoring, and renewals Act as the main point of… more
- Luminovo (New York, NY)
- …traveling occasionally. Travel expenses will of course be covered by us. Jack, our Technical Account Manager & Sales for North America Matt, our Sales Lead for ... Customer Success Manager - USA (d/f/m) Department: Customer Success Employment...with our customers along the entire customer lifecycle, from onboarding to renewal to upsell/expansion. Our product: Luminovo is… more
- Applause (New York, NY)
- …innovators like Google, Microsoft, PayPal, Starbucks, Vodafone, and BMW. As a Strategic Account Manager - Financial Services you will be responsible for driving ... Financial Service accounts. This will be achieved through solution selling, account planning, prospecting to identify high-quality clients, qualifying and developing… more
- Elliptic (New York, NY)
- Customer Success Manager Department: AMCS Employment Type: Full Time Location: New York, NY Reporting To: Yael Naim Description Are you a passionate and enthusiastic ... Customer Success Manager with a wealth of experience managing customers in...accounts. Your core deliverable will be achieving a net account retention rate as well as account … more
- Unity Technologies (New York, NY)
- **New York, NY, USA** **Senior Account Manager - Agencies & Brand Direct** Location New York, NY, USA Department Business Development & Sales Requisition ID ... dynamic as the industry we serve. As a Senior Account Manager on our Grow Programmatic Solutions...gaming industry. What Success Looks Like: Short-Term: Achieve smooth onboarding and campaign launches, ensuring clients are fully integrated… more
- Gresham Technologies PLC (New York, NY)
- …service providers. As we scale our enterprise client base, we're seeking an experienced Account Manager to serve as a trusted partner to our strategic clients ... in the Americas. About the Role As an Enterprise Account Manager , you will be responsible for...expansion opportunities and collaborate with sales on execution. Client Onboarding & Success: Guide clients through onboarding ,… more
- Unity Technologies (New York, NY)
- **New York, NY, USA** **Demand Operations Manager - Programmatic Demand Operations (PDO)** Location New York, NY, USA Department Business Development & Sales ... want you to join Unity as a Demand Operations Manager , where you'll help shape and scale a revamped...and UX) while collaborating with Product, Engineering, BI, and Account Management to deliver best-in-class support for our demand… more
- Neuberger Berman (New York, NY)
- …procedures, and implement continuous improvements that enhance model delivery, manager -traded account oversight, and business scalability. Responsibilities + ... The Managed Account Group (MAG) provides Separately Managed Account...with Performance to monitor and research performance dispersion for manager traded accounts and model delivery. + Oversee annual… more
- Unknown (Clifton, NJ)
- …and risk, with a strong background in day-to-day brokerage operations, including trading, account onboarding , cash management, and advisor support. This role is ... experience, including 7-10 years as part of a global leadership team. Hiring Manager Title Wealth Custody and Clearing COO Travel Percent Less than 10% Functions… more
- Neuberger Berman (New York, NY)
- …pre-hire Workday requests for potential new hires + Manage new hire onboarding processes for new employees: monitor fingerprint submissions, review and distribute ... new hire documents (compliance manual, brokerage account disclosure policy, code of ethics affirmation), review background checks and advise on necessary exams +… more
- Neuberger Berman (New York, NY)
- …data, workflows, and client insights. + Overhaul and fully digitize the client account opening and onboarding experience to deliver a seamless, efficient, and ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $538 billion… more
- Unknown (New York, NY)
- …Companies (DMCs) in key global markets. This role involves identifying and onboarding new DMC partners, negotiating commercial agreements, and ensuring the delivery ... the company at industry events. A strong background in partner relations, account management, or procurement, particularly within the travel industry, is preferred.… more
- Unknown (New York, NY)
- …Company is seeking a Vice President to join their Structured Investments Separately Managed Account (SMA) team, with a focus on sales in the West, Southwest, and ... educating advisors on the benefits of Structured Investment SMAs, onboarding new clients, and collaborating with the marketing team...to travel and the ability to work remotely. Hiring Manager Title SMA Division Leader Travel Percent 33% Functions… more
- Unknown (New York, NY)
- Vice President, Fund Accounting About the Company Top-tier alternative investment manager Industry Investment Management Type Privately Held About the Role The ... process of multiple funds, including the approval of journal entries, account reconciliations, and analytic review. This role also involves reviewing investor… more
- Unknown (New York, NY)
- …must have a minimum of 10 years' experience in customer success, customer success, or account management, with at least 5 years in a senior leadership role. A strong ... VP will be expected to have a deep understanding of SaaS onboarding , adoption, and escalation management, and experience in managing both enterprise-level clients… more
- iPostal1 (Montebello, NY)
- …we are an established, cutting edge leader in the digital mailbox industry. Full Time Onboarding / Account Manager Montebello, New York iPostal1 has been ... a dynamic, customer-focused individual to join our team in the role of Onboarding / Account Manager . This role is essential for managing relationships and… more
- JPMorgan Chase (Jersey City, NJ)
- …offer investment experience and insight that few other firms can match. As an Onboarding Specialist on the Customized Managed Account Solutions (CMAS) team you ... JP Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With a… more
- Mastercard (Harrison, NY)
- …people, businesses and governments realize their greatest potential._ **Title and Summary** Manager , Customer Onboarding and Partnership Manager , Franchise ... the payments ecosystem by establishing principles and foundational standards, onboarding new participants, enabling disputes processes, and ensuring the safety… more
- City National Bank (New York, NY)
- * MANAGER CLIENT SERVICES* East Coast Based (NYC or DE) Required: Hybrid In-Office (4 Days per week) WHAT IS THE OPPORTUNITY? This position leads the client and ... activities of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. Oversees KYC, BSA, document intake/validation,… more
