- PLACE (Massapequa, NY)
- …uphold excellence, and a supportive team environment. Responsibilities Execute PLACE lead generation systems weekly Conduct two open houses monthly Convert ... prospecting and lead generation activities to appointments Participate in weekly script...Organized Willingness to learn scripts and dialogues Excellent time management skills Industry experience preferred About-our-team Aaron Bates Real… more
- Neuberger Berman (New York, NY)
- …user testing, release coordination, and post-launch adoption and performance + Lead client onboarding and account opening experience digitization efforts ... is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence....a plus + 5+ years of experience in Wealth Management / Private Banking. Direct experience with client… more
- Banc of California (New York, NY)
- …member of our fast-growing Fund Finance practice responsible for owning aspects of client management , retention, and expansion for our Venture Capital and ... premier relationship-based business banks focused on providing banking and treasury management services to small, middle- market , and venture-backed businesses.… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in ... Assets under management ). This high-impact role requires a professional who can...experience, strong analytical skills, and a demonstrated ability to lead change and influence cross-functional teams. This role requires… more
- Capco, a Wipro Company (New York, NY)
- **Marketing Technology and Operations Lead ** \#LI-SG1 **About the team:** Capco Marketing Services is a maturing Capco practice committed to solving our client 's ... and core delivery domains, including Banking and Payments, Wealth and Asset Management , Insurance, and Capital Markets to define, design, and build bespoke solutions… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... the current compensation paid in their geography and the market for similar roles at the time of hire....delivering actionable data insights. As the Executive IT Support Lead for the Americas Division, you will play a… more
- SMBC (New York, NY)
- …virtual accounts, etc. + Partner with internal stakeholders to deliver scalable, client -centric solutions that meet evolving market and regulatory demands. + ... products comply with regulatory standards and internal risk frameworks. + Analyze market trends, client feedback, and competitive intelligence to inform product… more
- Praytell (New York, NY)
- …that cut through the digital noise - this role's for you. Responsibilities: Client Service Start with 'Yes': Lead with optimism while ensuring recommendations ... are strategic and achievable. Spidey Senses in Tune: Anticipate client needs and market changes, proactively adjusting plans as needed. No Ego, No BS: Guide… more
- Principal Financial Group (New York, NY)
- …Leverage your deep insurance industry knowledge and the ability to translate client objectives into actionable, customized portfolio strategies with a focus on ... regulatory capital efficiency, asset-liability management (ALM), accounting standards, and optimized risk-return outcomes. + Partner with internal teams and external… more
- Praytell (New York, NY)
- …expert who delivers relevant, results-driven work, this role is for you. Responsibilities: Client Service Start with 'Yes': Lead with optimism while ensuring ... recommendations are strategic and achievable. Spidey Senses in Tune: Anticipate client needs and market changes, proactively adjusting plans as needed. No Ego,… more
- Neuberger Berman (New York, NY)
- … or Investment Advisory function. + Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.). ... Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ...Desired knowledge of FinTech solutions and options in the market for Private Bank/Wealth Management business. +… more
- Neuberger Berman (New York, NY)
- …search, recommendation, automation, and operational intelligence features. + Collaborate with the Lead Technologist II to ensure the platform aligns with the firm's ... strategic data management vision and technical architecture. + Drive the evaluation...sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business… more
- Tradeweb (New York, NY)
- **Company Description** Tradeweb is a global leader in electronic trading for rates, credit, equities, and money markets. As financial markets become increasingly ... hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel our organic growth. We facilitated average… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... the current compensation paid in their geography and the market for similar roles at the time of hire....its employees. **Job Summary** As an Associate in Talent Management , you will support the execution of key talent… more
- Neuberger Berman (New York, NY)
- …+ Establish processes for monitoring product performance, product enhancements, risk, client experience, and quality (eg portfolio management changes, ... (including positioning, branding, and pricing), efficient distribution support, analyzing market conditions, and identifying gaps and opportunities to enhance and… more
- Elliptic (New York, NY)
- …industry? Are you looking for your next challenge in an emerging and exciting market ? Do you have experience working with medium to large customers across the ... account upsell targets. In addition, you will take the lead in onboarding and training our customers in using...great fit here if you: Have experience in Account Management and can successfully deliver an upsell target across… more
- tvScientific (New York, NY)
- …Specialize in the retail industry, demonstrating a deep understanding of the market and customer needs. Drive revenue through client engagement, effectively ... who's based in the NYC area. What You'll Do Lead the sales process from lead generation...and drive customer satisfaction. Stay informed about industry trends, market dynamics, and competitive landscape to anticipate client… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... the current compensation paid in their geography and the market for similar roles at the time of hire....its employees. **Role Description** + Integrate balance sheet capital management and forecasting methodologies within the AD CFO/CUSO Treasury… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... the current compensation paid in their geography and the market for similar roles at the time of hire....borrowers' amendment, consent, waiver or refinancing requests, support or lead negotiation on terms and conditions if necessary, engage… more
- SMBC (New York, NY)
- …**Role Description** SMBC is seeking a strategic and experienced Director of Vendor Management to lead third-party vendor oversight for the Cash Management ... business reviews, and strategic planning sessions with vendors. Contract & Risk Management - Lead contract negotiations, renewals, and amendments in… more
