- Principal Financial Group (Woodcliff Lake, NJ)
- **What You'll Do** As a ** Client Relationship Consultant** , you will partner closely with our Sales team and Broker partners to: + Deliver upon a strategic ... goals + Provide expert renewal analysis + Deliver outstanding service and selling of new lines of business This...workweek). **Job Level** We'll consider talent at the Sr. Client Relationship Consultant level with the right experiences and… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales ... team to cover financial advisors, as well as field sales and market...and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership,… more
- Principal Financial Group (Woodcliff Lake, NJ)
- …skills. + Strong understanding of portfolio construction, capital markets, and financial service products. + Experience with non-qualified plans, defined ... invest them with a top tier provider! As you partner with local intermediaries throughout S. Jersey and the...level. Together, we're imagining a more purpose-led future for financial services - and that starts with… more
- Neuberger Berman (New York, NY)
- …sales opportunities, providing product updates, setting up sales appointments, and following up on client service + Act as a resource to advisors by developing ... travel may be required **Qualifications** + Prior experience in sales within financial services industry is preferred + Excellent interpersonal and communication… more
- Neuberger Berman (New York, NY)
- …**Investments** **:** Partner with PAM portfolio managers in delivering client service related to existing investments. Advise clients and aid ... base. The SRM will manage high net worth client relationships across all products and services ,... that can be provided to enhance the overall client experience and help clients achieve their financial… more
- BXP (New York, NY)
- …properties. + Partner with Property Manager to identify and achieve additional client service income. + Manage client electric meter reading procedure ... participation at client improvement meetings and scheduling shutdowns of building services (eg, electricity, water, HVAC) to avoid delays of landlord work. +… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... advanced financial models, perform valuation analyses, and interpret financial statements to support transaction execution and client recommendations.… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- HSBC (New York, NY)
- … Experience -highly client centric, dedicated to optimizing every client touchpoint from on-boarding, transactions, billing, and service + Partnership ... driving product enhancement and commercialization initiatives, working with Sales, Operations, Client Servicing and Implementation teams to manage existing client… more
- Neuberger Berman (New York, NY)
- …and quality **Experience & Skills Qualifications:** + 2-5 years of experience in financial services , product operations, client onboarding, or project ... readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service + Assist in preparing enablement materials:… more
- HSBC (New York, NY)
- …ECNs, evolveFX, execution algos, and eFX options Originate new eFX business through client and partner referrals. Train Sales and RMs to identify opportunities ... with the eRisk pricing and risk management team to properly align pricing with client flows. Work closely with intermediary services team to build and support… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- Neuberger Berman (New York, NY)
- …non-technical audiences; strong analytical, problem-solving, and prioritization skills. + Financial services and investments experience required. + Experience ... This leader will manage a team of functional business analysts and partner across business and technology teams to deliver exceptional user experiences, accelerate… more
- Neuberger Berman (New York, NY)
- …SMA partners. Qualifications + 7+ years of experience in financial services , preferably with client service or operations management responsibilities. ... Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- NetApp (New York, NY)
- …educational assistance, legal services , and access to discounts. Finally, we provide financial savings programs to help you plan for your future. If you want to ... Sales team** is seeking a driven **Commercial Account Manager ( Client Executive)** to lead growth across customers in **NYC**...to travel within your territory to attend customer and partner events in person. **What You'll Do** + **Drive… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... scalable systems, multiple cloud technologies, data platforms, and a background in financial services domain. **Role Objectives** + Drive end-to-end delivery of… more
