- JPMorgan Chase (Charlotte, NC)
- …will meld the two areas and be the primary point of contact with one or more of our Sponsor Backed Client groups. As a Sponsored Backed Client ... our most complex JPM clients across the country. The Client Success Manager (CSM) is a critical...Sponsor Group relationship and its retention, growth, and client experience strategies, including great accountability to deliver on… more
- Wells Fargo (Charlotte, NC)
- …and compliance-driven culture that firmly establishes those disciplines as critical to the success of our customers and company. As part of the broader Fund Finance ... including evaluating financial statements, fund documents and legal agreements; + Run client due diligence meetings; + Write detailed credit and approval committee… more