- Citigroup (New York, NY)
- …requires a strategic thinker with expertise in analytics, data management, and wealth management. The individual will work closely with front-office users (bankers, ... and document processes to improve and optimize future opportunities + Own the product roadmap for the GFCM squads and customer processes + Collaborate with… more
- PNC (Millburn, NJ)
- …feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a part of one ... broker-dealers. You may be based in New Jersey or Northeast PA. PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve… more
- JPMorgan Chase (New York, NY)
- …Your role will encompass the efficient management of operational requests such as account opening , money movement, and investment trades, with a strong emphasis ... but not limited to facilitating accurately and timely operational requests such as account opening , money movement and investment trades + Aid the Advisors… more
- JPMorgan Chase (New York, NY)
- …(front, middle, and back offices), such as client relationship management, account opening , consolidated client reporting, enhanced performance and risk ... create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and… more
- PNC (Millburn, NJ)
- …opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Millburn, NJ . Financial Advisors are ... collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping… more
- Citigroup (New York, NY)
- …comprehensive solutions tailored to client needs. + **Operational Oversight:** Oversee account openings , fundings, and closings, ensuring accuracy and resolving ... Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist, you will...any deficiencies. + **Risk Management:** Monitor account activity, manage "tickler" items, and oversee claim submissions,… more
- LinkedIn (New York, NY)
- …world of sales and business development with Sales Navigator, our flagship product that connects and builds mutually beneficial relationships between buyers and ... sellers. As a Key Account Director, you are the go-to business sponsor at...and law firms, as well as financial organizations across wealth management, insurance, and commercial banking - supporting their… more
- Insight Global (New York, NY)
- …in a timely and accurate manner. Primary responsibilities: - Receive and log client/ account opening instructions and confirm receipt back to sender. - Prepare ... the team leader for appropriate action. - Input of account opening data for new and existing...documentation from internal business partners, Ensuring adequate source of wealth is documented for each client, Satisfy the Bank's… more
- S&P Global (New York, NY)
- …intelligence. **Position Summary** Market Intelligence Strategic Alliance Partnership group has openings in it's team for account managers responsible for ... and support the creation and implementation of strategic division-wide and product -specific goals with these key partners. **The Team** The Strategic Alliance… more
- LinkedIn (New York, NY)
- …the world of sales through the use of Sales Navigator, our flagship product that connects and builds mutually beneficial relationships between buyers and sellers. As ... an Account Director in Key Accounts, you will help orchestrate,...and law firms, as well as financial organizations across wealth management, insurance, and commercial banking - supporting their… more
- Indeed (Newark, NJ)
- …for job seekers. (*Comscore, Total Visits, March 2025) **Day to Day** National Account Managers at Indeed help the top organizations more effectively manage their ... accounts. + Conduct face-to-face meetings, including presentations, webinars, and product demonstrations over the phone. + Identify revenue opportunities within… more
- Citigroup (New York, NY)
- …) + Open and link accounts on One Source. Assist Banker to obtain approval on account openings . Independently review all docs and link all client accounts to the ... accounts. Coordinate with Relationship Officer/Private Banker to obtain approval on account openings , independently reviewing all documentation and linking all… more
- Citigroup (New York, NY)
- …constant communication with the client + Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client ... of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments...all requests in a timely manner + Liaise with product and functional partners to ensure requests are completed… more
- JPMorgan Chase (New York, NY)
- …acquisition strategies for secure web and mobile app experiences, focusing on account opening and lead generation within authenticated channels. + Support ... We are seeking a driven and analytical marketer to join our Wealth Management Digital Marketing team, focusing on digital strategy for authenticated (secure) web and… more
- JPMorgan Chase (New York, NY)
- …and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital ... with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase… more