- 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
- 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
- JPMorgan Chase (New York, NY)
- …products and produce best-in-class client communications + Fundraising and ongoing client relationship management as well assist with launching new products + ... you will assist and promote new and existing client management including managing a team of two, taking a...delivery of concise and persuasive new business presentations and investment reviews + Strong relationship building skills… 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
- 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
- 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
- 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
- Wells Fargo (New York, NY)
- … banking activities in the region + Support senior bankers in their relationship management responsibilities, which aligns with consistent coverage of Wells ... **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of...markets and advisory solutions, including a full complement of sales , trading and research capabilities, to corporate, government and… 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
- TD Bank (New York, NY)
- …the bridge between client and internal credit/risk partners. The CRE REITs and Investment Funds Relationship Manager will be responsible for advising REITs and ... Investment Funds in all aspects of balance sheet management strategies including on balance sheet solutions as well...public/private debt capital markets solutions. The CRE REITs and Investment Funds Relationship Manager will be responsible… more
- Raymond James Financial, Inc. (New York, NY)
- …program to enable overall corporate strategy. + Develop and implement a relationship management plan for strategic, complex, global existing accounts to ... satisfaction and loyalty toward the organization. + Develop and implement a relationship management plan for strategic, complex, global potential accounts to… more
- Wells Fargo (New York, NY)
- **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales , ... financial needs, with consideration and respect for their total relationship with Wells Fargo. **About this role:** The Industrials... with Wells Fargo. **About this role:** The Industrials Investment Banking team at Wells Fargo is seeking a… more
- Nuveen Investments (Hackensack, NJ)
- …insurance licenses completed. Related Skills Business Development, Client Relationship Management , Collaboration, Consultative Communication, Continuous ... **Wealth Client Relationship Manager** Wealth Management Client ... Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Management **Anticipated… more
- Wellington (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... clients invested with Wellington Trust Company, NA. The Fund Relationship Analyst will work as part of a team...+ Minimum 2 years of experience, ideally in the investment management industry, in areas of client… more
- Citigroup (New York, NY)
- …EO Employer. Wage Range: $179,088 to $179,088 Job Family Group: Commercial and Business Sales Job Family: Relationship Management **Job Family Group:** **Job ... KYC regulation; Debt Rating Models and Returns on Risk Capital Models; Customer relationship management tools including Salesforce; and Relationship … more
- Principal Financial Group (New York, NY)
- …retirement plan industry, participant recordkeeping, plan compliance, plan consulting and relationship management + Advanced business unit knowledge and ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- Santander US (Edison, NJ)
- …Required. (OR) + 12+ Months Experience in Retail Banking sales , financial services sales or consultative relationship sales role in a related industry, ... This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers… more