- 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
- 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
- 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
- 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
- Citizens (New York, NY)
- …product innovation within the debt capital markets business. + Client Coverage & Relationship Management : + Maintain and grow relationships with key issuers, ... Description The Director/MD Investment Grade Syndicate is responsible for leading the...investor engagement, and regulatory compliance, while coordinating across origination, sales , trading, and legal teams. The successful candidate will… 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. Wells Fargo is seeking an... with Wells Fargo. Wells Fargo is seeking an Investment Banking Vice President within our Mergers & Acquisitions… more
- Mizuho Corporate Bank (New York, NY)
- …and renewals, outlining transaction rationale, structure, terms and conditions, exposure management plan, business strategy and relationship return analysis, and ... and Financial Sponsor client base as well as trade management solutions) for existing and prospective clients. A Vice...to optimize portfolio via risk mitigation measures (CDS, loan sales , CRI), assess appetite/returns and to monitor the portfolio… more
- TIAA (New York, NY)
- …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
- MUFG (New York, NY)
- …seeking a Corporate Banking Analyst to join the Diversified Industrials Relationship Management Team for MUFG's Global Corporate & Investment Bank (GCIB) in ... the right products. At the center of the client relationship , the Relationship Management teams...general guidelines provided by the Managing Director. + Promote sales and marketing activity to the target market, assist… 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
- Bank of America (New York, NY)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management ...to spending more than 50% of their time on relationship management activities. Assist with and attend… more
- KeyBank (Tarrytown, NY)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of… more