- Visual Lease (Florham Park, NJ)
- …retreat at a luxury destination for top performers. Career Development : Comprehensive onboarding and training experience with a clear path for growth, where top ... and exceeding sales quotas. Manage the identification, prioritization and winning of new client relationships as well as the retention and growth of our current… more
- CueBox (New York, NY)
- …Responsibilities Lead all- client related operations including onboarding and client success Refine our client onboarding , support and training ... you will work directly with our CEO/co-founder to lead client , operations and growth initiatives. This is a unique...process to improve operational efficiency, enhance client communication, and improve alignment across multiple stakeholders (… more
- Broadridge Financial Solutions (Newark, NJ)
- …and translate them into innovative, scalable engineering solutions.* **Drive client onboarding ** onto Broadridge's Customer Communications platforms, ensuring ... seamless integration and adoption.* **Modernize legacy applications** by migrating from monolithic environments to scalable, platform‑based architectures.* **Oversee legacy system migrations**, ensuring operational stability and alignment with enterprise… more
- Trellis Group (New York, NY)
- …transactions and related industrial lending regulations. Advise on AML, KYC, and client onboarding frameworks for private market and alternative investment ... and industrial lending transactions. Background in AML/KYC and private funds client onboarding . Familiarity with insurance compliance and state‑by‑state… more
- Goldman Sachs Bank AG (New York, NY)
- …assets within fund Work closely with the lead portfolio manager to manage client onboarding Responsible for regular fund maintenance (risk monitoring, credit ... talented professionals and deliver continued innovation to meet our client 's evolving needs. Job Summary & Responsibilities: The Wealth...are made available to some of the most important client relationships of both Goldman private wealth as well… more
- Mizuho Financial Group Inc. (New York, NY)
- …solutions to maximize/improve profitability. + Point of contact for deal teams for client capital onboarding and strategic deal advisory. + Non-bias scrutiny of ... are signed off by the Portfolio Management team.* Provide onboarding advisory solutions of new capital requests to Banking... client value propositions at the point of origination to… more
- Black Ink Business Services, LLC. (New York, NY)
- …various financial, operational and management tasks and responsibilities that include: Client Services Onboarding new Clients while identifying their needs ... that provides accounting, financial and consulting services to a diverse client portfolio. Our standout clients are leaders in technology, design, manufacturing,… more
- Videa Health, Inc. (New York, NY)
- …and be the voice of the client internally to refine the client experience including client implementation, onboarding , and product experience ... Requirements 6+ years of B2B software sales experience with a track record of proven success selling technology to enterprise customers Proven track record of sales success from hunting and closing new logos Enterprise strategic sales experience, demonstrating… more
- DeepIP (New York, NY)
- …legal expertise, and strategic input to transform the IP experience. KEY RESPONSIBILITIES Client Success & Impact Drive onboarding and adoption of DeepIP's ... play a key role at the intersection of product, client engagement and legal expertise. This role is perfect...into software, become highly operational and take ownership of client success and business development initiatives. This is a… more
- The CFO Centre - Italy (New York, NY)
- …highly networked and love to meet new people, develop business and ensure client satisfaction Enjoy comprehensive onboarding , mentoring and a global network of ... our core, as is often found in our own client 's operations. Who are we? The CFO Centre USA...colleagues to share best practices and client experiences. Earnings The earnings potential of the CFO… more
- Chronograph, LLC (New York, NY)
- …suite. We are seeking an accomplished and ambitious account executive to join our Client Development (enterprise sales) team to help drive new client acquisition ... broader go-to-market strategy. You will work closely across stakeholders to expand our client development and sales function in our growing New York office, with a… more
- JPMorgan Chase & Co. (New York, NY)
- The Private Client Banking Marketing team is part of the Consumer Bank Marketing organization and is responsible for shaping the vision for how we support our ... segment. Our focus is on offerings designed specifically for this audience-Chase Private Client and JP Morgan Private Client . We are seeking a strategic,… more
- Sbhonline (New York, NY)
- …Marketing on events, lunch-and-learns, and local sponsorshipsli> Ensure smooth handoff to onboarding and early client success. Stay current on NY payroll/tax ... provide payroll, time & attendance, tax filing, and compliance services with white-glove onboarding and support. The Role We're hiring a Sales Manager who has sold… more
- The Horizon Group (Cranford, NJ)
- …to oversee invoice processing, payment execution, and cash management across our client 's fund entities and management company. This individual will play a key ... also be highly proficient in Quickbooks Online Accounting software and Bill.com. Our Client Our client is a leading alternative asset manager serving… more
- AXA Group (New York, NY)
- …for broader talent-management touchpoints like new hire orientation and onboarding . The role combines program ownership, stakeholder partnership, skills-based talent ... Talent Acquisition to plan recruitment and selection strategies, manage onboarding , monitor participant progress, oversee course completion, facilitate role… more
- CybSafe (New York, NY)
- …long-term client relationships, and collaborates cross-functionally to ensure successful onboarding and value realization. Reporting to the CRO, this leader will ... team of GTM professionals focused on net-new logo acquisition and expanding current client relationships in the crypto and digital payments space. Oversee the entire… more
- NewEdge Wealth LLC. (New York, NY)
- …while maintaining oversight, quality control, and a consistently elevated client experience. This role requires impeccable judgment, excellent operational ... coordination, security, and health/wellness. Create structured processes for vetting, onboarding , reviewing, and rotating preferred providers to ensure consistently… more
- Unknown (New York, NY)
- …Identifier Purpose: The VP, Global Retailer Strategy is the owner of a key client relationship, who leads key client initiatives, annual planning activities and ... program strategy with insightful and inspiring creative briefs. Collaborates with senior client leads to drive overall direction of the business. Must be available… more
- PDCM Insurance Inc. (Port Reading, NJ)
- …services along with productivity tools such as business administration, onboarding , performance review builder, salary benchmarking, job description builder and ... that all team members are aligned with our goal of achieving overall client satisfaction on all aspects of their employee benefit offerings and managing clients'… more
- Dentsu Aegis Network Ltd. (New York, NY)
- …and strategy to ensure our analytics offerings are innovative and address client business challenges. You will lead a cross-disciplinary team specialized in turning ... data into relevant insight to optimize client outcomes, holding all teams accountable for delivering and producing an integrated work product. You are also… more
