- Yorktown Search Partners (New York, NY)
- About the job Vice President, Business Development - Investment Banking Our client is a well-established company in the investment banking industry, offering ... corporate, institutional, and government clients. They are leaders in investment banking, consumer and small business banking, commercial banking, financial… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Director, Investment Risk Management to join our Asset Management Risk team. In this role, you'll support the Public ... Equities platform in the execution of the second line global investment risk management program that meets business objectives and regulatory needs. + Conduct… more
- Principal Financial Group (New York, NY)
- …of business while learning how to utilize Salesforce, our client relationship management tool. + Partner with internal investment teams to understand firm ... Through this experience, you'll get to + Provide ongoing sales support to Principal Asset Management 's distribution... - through interactions with sales leadership, relationship managers, internal specialists, and investment partners.… more
- Principal Financial Group (New York, NY)
- …for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** ... **What You'll Do** As a ** Relationship Manager** within our TPA Customer Care area,... Management positions, you'll need to follow an Investment Code of Ethics related to personal and business… more
- HSBC (New York, NY)
- …+ University graduate with relevant experience in cash management , banking relationship management and/or corporate product sales The final fixed ... coverage approach, recognizing that clients in different sectors have unique cash management needs. Five sector sales teams exist: Consumer Brands/Retail (CBR),… more
- HSBC (New York, NY)
- Vice President, Client Management Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, 10001 Work style: Hybrid ... Services SME (Subject Matter Expert) expertise, strong internal networks across frontline ( Sales and Relationship Managers) and back-office functions, and a deep… more
- Neuberger Berman (New York, NY)
- …Associate is responsible for supporting senior client advisors providing strategic relationship management , investment solutions and capital markets ... reactive outreach to our clients and prospects + Oversee relationship management at NB home office, be...or ad-hoc inquiries, facilitate onsite client meetings with NB investment professionals and senior management , leverage all… more
- SMBC (New York, NY)
- …business case development, implementation, and post-launch optimization. + Collaborate with Sales and Relationship Managers to support client engagements and ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Neuberger Berman (New York, NY)
- …and integration points that maximize reusability and maintainability. + Client Relationship Management : Constantly seek opportunities to enhance customer ... The firm is seeking a hands-on Legal Entity Data Management Supervisor to lead and coordinate strategic initiatives focused on the core data platforms. This… more
- S&P Global (New York, NY)
- **About the Role:** ** Sales & Relationship Management , Investment Management Community** **Role Summary:** As a Sales and Relationship ... role in driving the success of client relationships within the Investment Management Community. You will oversee the entire sales lifecycle, from identifying… more
- S&P Global (New York, NY)
- **About the Role:** **ROLE SUMMARY:** As a Sales and Relationship Management Representative, you will play a key role in driving the success of client ... relationships within the Investment Management Community. You will oversee the entire ...that meet their unique challenges and enhance satisfaction. * Relationship Building: Strong ability to cultivate and maintain relationships… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- JPMorgan Chase (New York, NY)
- …delivering clear client support. + Strong understanding and interest in real estate investment management . + Series 7 and Series 3 certifications required (or ... Asset Management (JPMAM). **Job Responsibilities** + Collaborate with internal sales channels to proactively position our real estate solutions through RIA's and… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... sector and/or financial products 4. Advanced skills in financial analytical, sales , presentation, client relationship management , organizing, leadership… more
- City National Bank (New York, NY)
- * INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU...faced with tight timelines for ambitious deliverables * Excellent relationship and stakeholder management skills * Be… more
- Bank of America (New York, NY)
- Credit Product Specialist, Global Wealth & Investment Management New York, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit-Product-Specialist--Global-Wealth Investment - Management \_25030120) **Job Description:** At Bank of America,… more
- Scotiabank (New York, NY)
- …solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes: + Coordinating with ... Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the… more
- Truist (New York, NY)
- …of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and ... sales process to partner with clients to review investment plans on a regular basis. 5. Lead overall...plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills **Preferred Qualifications** 1.… more
- Raymond James Financial, Inc. (New York, NY)
- …development program to enable overall corporate strategy. Develop and implement a relationship management plan for strategic, complex, global existing accounts ... customer satisfaction and loyalty toward the organization. Develop and implement a relationship management plan for strategic, complex, global potential accounts… more
