- Neuberger Berman (New York, NY)
- …dictionaries and validation rules. Ensure consistency across the ecosystem and all client and advisor touchpoints + Inventory and rationalize onboarding forms ... member of the Private Wealth Platforms & Experience organization, the role of ** Client Onboarding Journey Owner** will be responsible for the ownership and execution… more
- Neuberger Berman (New York, NY)
- …the digital and client -centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the ... transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and … more
- Neuberger Berman (New York, NY)
- …wealth planning discussions and presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers ... to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also...essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger… more
- Neuberger Berman (New York, NY)
- …Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ... client -facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and tools.… more
- Airshare (Shelton, CT)
- …delivering exceptional service and has fostered a dynamic and rewarding culture. The Client Experience Advisor acts as the customer advocate ensuring seamless ... service for Airshare's Managed accounts. The Advisor develops and manages loyalty by nurturing relationships and...and/or special projects as assigned by the Manager of Client Services or higher authority Qualifications Qualified candidates must… more
- Neuberger Berman (New York, NY)
- …operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis… more
- Unity Technologies (New York, NY)
- …into Unity's advertising ecosystem. Long-Term: Establish yourself as a trusted advisor , leading to increased client retention, upsell opportunities, and ... a commitment to excellence. Join a team where your expertise directly shapes client success, innovation, and industry evolution. Embark on a journey where your… more
- DWS Group (New York, NY)
- …Asset Operations (IAO) division at RREEF Management, LLC, a Real Estate investment advisor , which is a wholly owned subsidiary of DWS. IAO is responsible for ... to work alongside internal groups, such as Portfolio & Asset management, Client Service & Marketing, external service providers, and clients. Role Details As… more
- NextMed (New York, NY)
- …and maintain strong relationships with new doctor clients. Act as a trusted advisor to understand their needs and provide solutions that enhance their practice. ... teams to ensure a seamless onboarding process and high client satisfaction. Market Feedback: Provide feedback to the company...to the company on market trends, competitor activities, and client needs to help shape future product offerings and… more
- MITREC (New York, NY)
- …Canada Compensation: $180,000-$220,000 + Bonus TBC Type: Full-time | Director-level | Client -Facing The Opportunity We're hiring a Key Account Director to lead one ... (or more) of our most strategically important client relationships - a global life sciences organization operating...digital maturity, driving shared value, and becoming a trusted advisor to senior stakeholders at the heart of a… more
- DWS Group (New York, NY)
- …and growth of DWS' active, passive, and alternatives strategies with client discretionary and non-discretionary platforms across the US wealth channels. Your ... to aid distribution efforts. Understand priorities and views of client research, strategy, asset allocation and CIO teams Cultivate...and brand within partner firms. Secure, interpret and distribute advisor data to help inform areas of focus. Your… more
- TYLin (New York, NY)
- …in a relevant client development enterprise. We're looking for a trusted advisor -someone with deep market knowledge, strong client relationships, and a track ... Project Manager on high-profile municipal infrastructure projects, ensuring quality and client satisfaction. + **Mentor Future Leaders:** Guide junior staff through… more
- Principal Financial Group (New York, NY)
- …with Sales in managing and expanding relationships, serving as a strategic advisor . Develop and deliver high-impact client presentations. + Provide expertise ... Leverage your deep insurance industry knowledge and the ability to translate client objectives into actionable, customized portfolio strategies with a focus on… more
- NetApp (New York, NY)
- …the unique needs of the customer + Work directly with all client subsidiaries to drive sales opportunities, identify and define 'Design-Win' opportunities, and ... ensure successful implementation and delivery of solutions, acting as a trusted advisor to clients throughout the overall solution lifecycle. + Orchestrate virtual… 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 ... identify and assess technology related risks. + Ability to act as trusted advisor to senior management using discretion and sound judgment in identifying, analyzing,… more
- Gresham Technologies PLC (New York, NY)
- …banks, asset managers, and financial service providers. As we scale our enterprise client base, we're seeking an experienced Account Manager to serve as a trusted ... adoption, satisfaction, and long-term value realization. This role requires strong client -facing skills, a strategic mindset, and the ability to navigate complex… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... relationships with all partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment… more
- Tiffany & Co. (New York, NY)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
- Tiffany & Co. (Manhasset, NY)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
