- Charles Schwab (Red Bank, NJ)
- …implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader , you will coach a driven team of branch ... needs. If you are seeking the next step in your career as a leader within wealth management , this may be the role for you. What you have Required Qualifications:… more
- Unity Technologies (New York, NY)
- …ID JOBREQ-2515105 **Role description** **The opportunity** We are looking for a Sr. Client Partner Manager (Midwest) to lead Unity's programmatic sales efforts ... Unity's leaders and with cross-functional leaders across Supply, Account Management , Product, Engineering, Business Operations, and Marketing teams. **What...every step of the way! + Expectation to be client facing and in the market on… more
- SMBC (New York, NY)
- …**Role Description** SMBC seeks a Vice President (VP) for the 'Product and Data Management Team - Market Risk' in Risk Management Department Americas ... Division (RMDAD). The VP understands Market Risk management fundamentals, financial products, and their associated risks., Additionally,...Combined US Operations (CUSO. This role reports to the lead of the 'Product and Data Management … 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
- 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....is seeking a Digital & Social Media Manager to lead develop and deliver a comprehensive strategy to effectively… 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
- 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
- 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
- SMBC (New York, NY)
- …team to address and resolve any closing-related challenges. + Partner with the KYC Client Management team to ensure full onboarding of all entities prior to ... corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive...the current compensation paid in their geography and the market for similar roles at the time of hire.… 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
- HSBC (New York, NY)
- …jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share and to grow revenues. + Adopt a needs-based advisory approach ... management solutions that meet those requirements + Effectively lead , coordinate, and collaborate with the HSBC team across...Feedback to the GPS Product teams on the competitive market landscape and client specific requirements, to… 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
- HSBC (New York, NY)
- …jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share and grow revenues, with an industry focus on corporates in ... approach to understand customer requirements and provide appropriate cash management solutions that meet those requirements + Lead...the GPS Product and Channels teams on the competitive market landscape and client specific requirements, to… 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
- Hovione (Cranbury, NJ)
- Join a Market Leader Hovione is an independent family owned international group of companies. From the beginning, we have set ourselves above and apart through ... technological and productive capabilities, reaching a top spot in the world market as an integrated Contract Development and Manufacturing Company dedicated to… 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
- 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
