initiatives across the banking, financial services, and insurance sectors, while supporting the AVP in developing strategies... stakeholders (e.g., Sales, Industry, Product and Customer Success), ensuring cohesive communication and effective decision-making...
initiatives across the banking, financial services, and insurance sectors, while supporting the AVP in developing strategies... stakeholders (e.g., Sales, Industry, Product and Customer Success), ensuring cohesive communication and effective decision-making...
software industry or the Investment Banking vertical Proven track record of meeting or exceeding sales targets...Intapp is expanding the sales organization with an Account Manager within Financial Services - Investment Banking...
insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole.... Job Description: This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key...
with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused... model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working...
closing. Drafts and negotiates a wide variety of agreements, including confidentiality agreements, investment banking and outside... advisor engagement letters, definitive purchase and sale agreements, joint venture agreements, trust agreements...
insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole... Financial Advisor(s) and Advisor Team(s) they support SAFE Act Registration; ADV-2B Required Obtain and/or maintain...
firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO...). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry...
of problems and the most appropriate structure on individual engagements. Perform competitor/industry research leveraging... for both client and advisor. Drive AI enablement initiatives, including training programs, strategic communications, digital...
insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole...'s clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy...
innovative solutions that improve efficiencies and employee satisfaction in high-volume environments. Leverage industry... best practices to foster continuous improvements and elevate service standards. Consultation with Client Groups:Be a trusted advisor...
with a global audience. As an Experience Design Executive Director in Banking Payments, you will guide a team of talented... interaction design positions you as an advisor to senior management on complex experience design matters, promoting a culture...
Title: Marketing Analyst Industry: Banking Duration: 6+ months Location: New York, NY Rate Range: $33-34.43/hr... and Marketing Materials 50% Print, bind, and ship client and sales presentations. Update client, advisor, and prospect...
solutions to Citi’s Markets, Securities Services, Treasury & Trade (TTS) and Banking lines of business. Our Mission... background in the financial industry, with a track record of leading global engineering organizations in large and complex...
insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole...'s clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy...
range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage..., system processes and industry standards. Provides expertise in area and an advanced level of understanding of the...
small- and mid-market accounts to enterprise-level customers in Financial Services industry. We work backwards.... - Experience in Banking, Private Markets, Insurance, or Fintech. - Experience communicating with both technical and non-technical...
customers' on digital transformation and new experience-led business models in industries such as retail, travel, and banking... on the Retail industry, and lead strategy engagements. For each engagement, you will quarterback a team of experts to conduct...
About Fora Hi, we’re Fora. We’re reimagining the travel advisor industry with fresh eyes, and building a travel.... About You Bachelor's degree in Finance, Accounting, or a related field. 4+ years of experience in a combination of Investment Banking...
firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO...). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry...