- 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
- BlackRock (Princeton, NJ)
- …our reach to more advisors through leveraged events and educating our internal sales teams to grow the BlackRock Alternative Investment franchise. This position ... practices + Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment +… 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
- Bank of America (Pennington, NJ)
- … advisory business **Skills:** + Active Listening + Advisory + Investment Management + Presentation Skills + Sales Strategy + Pipeline Management ... guidance to their advisors. + Records all relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to… 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
- TIAA (New York, NY)
- …Thinking, Executive Presence, Financial Acumen, Financial Analysis, Financial Risk Management , Relationship Management , Risk Analysis/Analytics, Risk ... **Financial Risk and Capital Management ** The Investment Risk Officer is...to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company… 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
- Bank of America (Pennington, NJ)
- …specialist and sales teams. * Is an effective communicator with an aptitude for sales and relationship management * Has strong computer skills * Is ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)...This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take… 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)
- …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
- 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
- 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