Investor Services Solution Sales Lead - SVP Citigroup Inc.Investor Services Solution Sales Lead - SVPNew York, NY$163,600–$245,400 / yearThrough senior relationship engagement, the Solution Sales Lead should fully understand the strategies executed by their clients and look to develop those relationships to enhance the footprint of Citi products with the clients and provide cross product coverage, with primary focus on Custody & Clearing as well as the wider Services Product Suite. The bank's Solution Sales Team within Investor Services is responsible for owning, developing and growing our platinum and priority client relationships ensuring revenue growth, overall client satisfaction and client profitability & efficiency, supported by the power of Citi's global network and universal banking capabilities.
Multi Asset Class Portfolio Manager Citigroup Inc.Multi Asset Class Portfolio ManagerNew York, NY$170,000–$300,000 / yearIncludes monitoring asset class exposures relative to target, rebalancing for the latest asset class targets, investing or selling for cash flows, monitoring portfolio implementation and active risk, and corresponding with the sales force on a variety of ad hoc topics. MACS works closely with Citi Wealth's Chief Investment Office (CIO) team and is responsible for the management of full discretion portfolios for thousands of Citi Wealth clients.
Consultant, Advisors & Consulting Services, Marketing MasterCardConsultant, Advisors & Consulting Services, MarketingPurchase, NY$97,000–$139,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Additional marketing experience in one or more of the following fields: marketing and campaign experience from agency environment, search engine optimization and search engine marketing, video making (e.g., scripting, storyboard, and content), marketing content, usability labs and experience research, print production management.
Remote Customer Service Agent | Travel Booker Destination CareersRemote Customer Service Agent | Travel BookerNew York, New YorkRemoteJob Title: Remote Customer Service Agent | Travel Booker About Destination Knot: At Destination Knot , we create stress-free and unforgettable travel experiences for individuals, couples, families, and groups. $30,000 - $55,000 a year We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
NewPortfolio Manager I Bank of AmericaPortfolio Manager IMelville, New YorkKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Supports aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews.
NewSales and Service Banker, Williston Park, Long Island, NY Santander USSales and Service Banker, Williston Park, Long Island, NYWilliston Park, NYSales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesNew York, New York$115,000–$197,100 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Chronosphere - Professional Services Project Manager Palo Alto NetworksChronosphere - Professional Services Project ManagerNew York City, New YorkYou will partner with customer executives and technical leads while orchestrating internal alignment across Solutions Architects, Junior Technical Program Managers, Implementation Engineers, Product and Engineering Managers. Data-Driven Execution: An analytical approach to delivery; proficient in tracking metrics, forecasting project lifecycles, and building data-backed delivery tools (e.g., capacity models, workflow automations).
Channel and Customer Research Sector Lead, Financial Services AlphaSense, Inc.Channel and Customer Research Sector Lead, Financial ServicesNY$92,000–$135,000 / yearContinuously identify new companies, sub-sectors, and channel check opportunities within the Financial Services ecosystem, expanding CCR coverage by mapping value chains (e.g., brokers, agents, lenders, ISVs, payments ecosystems) and identifying expert networks capable of supporting ongoing research. Serve as the primary domain expert for Financial Services, maintaining a strong understanding of business models, distribution channels, and key investment debates across areas such as lending, deposits, payments, insurance underwriting, and financial technology to guide project design and ensure research relevance.
Senior Registered Client Associate Royal Bank of CanadaSenior Registered Client AssociateJericho, New YorkCustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Cash Management Client Service - Associate SMBCCash Management Client Service - AssociateNew York, NY$80,000–$105,000 / yearSMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.
AVP, Client Onboarding - Prime Brokerage Michael Page InternationalAVP, Client Onboarding - Prime BrokerageNew York, New York$100,000–$135,000 / yearFull timeManage full lifecycle onboarding projects across prime brokerage, clearing, custody, and financing services. Partner with cross-functional teams including Product, Operations, Technology, Legal, Compliance, and Risk.
NewDirector, Client Development Moncler SpADirector, Client DevelopmentNew York, NY$160,000–$190,000 / yearThe Director will lead and develop the Regional Client Relations Managers while partnering closely with Retail leadership, Store Management, Client Advisors, CRM, Brand, Training, Merchandising, and Global teams to embed a strong client-centric culture throughout the organization. Reporting to the Vice President, Client Relations & Development, Americas, the Director will translate the regional client strategy into actionable priorities across markets and stores, ensuring a consistent and elevated approach to client development and clienteling throughout the retail network.
Guest Services Representative | Part-Time | UBS Arena Oak View GroupGuest Services Representative | Part-Time | UBS ArenaElmont, New YorkFounded in 2015, the company serves a collection of seven world-class owned venues and a client roster of the most iconic arenas, stadiums, convention centers, music festivals, performing arts centers, and cultural institutions, spanning four continents. The state of the art arena opened in November 2021 and has welcomed numerous top artists, including Harry Styles, Sebastian Maniscalco, Billie Eilish, Dua Lipa, TWICE, Eagles, John Mayer, Kendrick Lamar, and Post Malone.
Client Service Associate AxelonClient Service AssociateNew York, NY$28–$28.69 / hourUnder supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products.
Bill Pay Relationship Manager Rockefeller Capital ManagementBill Pay Relationship ManagerNew York, New York$10–$15 / hourFull timePosition: The Senior Bill Pay Relationship Manager manages a portfolio of approximately 10–15 ultra-high-net-worth client relationships, working closely with Private Advisors to deliver comprehensive accounts payable and bookkeeping services. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London.
Vocational Counselor, Vocational Services NYU Langone HealthVocational Counselor, Vocational ServicesNew York, NY$53,294.21–$69,960Full timeIn this role, the successful candidate Provides vocational rehabilitation and related support services including counseling, assessment, training and job placement to individuals with physical, neurological and psychiatric disabilities, under supervision. has ranked NYU Langone the No. 1 comprehensive academic medical center in the country for three years in a row, and U.S. News & World Report recently placed nine of its clinical specialties among the top five in the nation.
NewInvestment Banking Vice President – Diversified Industrials & Services Prospect Rock PartnersInvestment Banking Vice President – Diversified Industrials & ServicesNew York, New YorkOur client, a full-service investment bank with more than 125 years of history and a global platform spanning securities brokerage, trading, research, underwriting, and corporate advisory services, is seeking a Vice President to join their Investment Banking team in New York, focused on the Diversified Industrials & Services sector. Their investment banking division provides a broad range of industry-leading services, including M&A advisory, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions.
Loan Services - Private Fund / Clo's (Senior Associate) Guggenheim PartnersLoan Services - Private Fund / Clo's (Senior Associate)New York, NY$120,000–$130,000 / yearUpon closing a CLO transaction, develop and maintain CLO model that provides testing guidelines and limits specified in Indentures by use of proprietary excel templates Guidelines include overcollateralization, interest coverage and collateral quality tests This includes revising the model as needed due any amended terms that may occur post-closing. The position requires close interaction with various parties including traders, client service support, custodian/trustee banks, fund administrators, legal counsel and credit analysts.
NewInvestment Banking Vice President – Business Services / Transportation & Logistics Prospect Rock PartnersInvestment Banking Vice President – Business Services / Transportation & LogisticsNew York, New YorkOur client, a full-service investment bank with more than 125 years of history and a global platform spanning securities brokerage, trading, research, underwriting, and corporate advisory services, is seeking a Vice President to join their Investment Banking team, focused on Business Services / Transportation & Logistics within the Diversified Industrials & Services group. This role suits a strategic thinker with a strong background in complex financial transactions and deep familiarity with the Business Services and Transportation & Logistics landscape — a self-starter ready to work hard in a fast-paced environment while managing multiple projects at once.