About the Role iCapital is seeking a dynamic and skilled senior Document Integrations specialist to join the Data... business growth and meet or exceed client expectations. Monitor and optimize document integration performance, identifying...
Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large..., deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker...
Management’s (CRM) ability to effectively risk underwrite transactions and manage an existing client portfolio, consistent... committees and senior management. Identify early warning signs and potential credit issues; recommend appropriate actions...
the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior... of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met; Identifies cross-sell...
and grow senior-level relationships, and coordinate client needs across the firm. This individual will be instrumental... and maintain senior relationships, and play a key role in coordinating client needs across the firm. Additional responsibilities...
Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business... clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention...
Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large..., deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker...
practices and the role of private financing solutions for companies. Insight into the nuances of Senior Direct Lending..., you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the...
. About the job: Position Overview We are seeking a dynamic and results-driven Cash Management Senior Manager to lead our cash... management strategy and operations in the U.S. market. This role is pivotal in driving growth, efficiency, and client...
larger healthtech clients serving as senior strategic client advisor, providing strategic guidance, demonstrating in-depth... will be at the forefront of client strategy, business development, and team growth. We’re looking for a leader who brings...
: Serve as a strategic partner to Sales, Relationship Management and Client Enablement teams by participating in prospect... and client conversations to: Demonstrate platform and product capabilities tailored to specific client operating models...
utility TRUST on system updates. Manage onboarding and setup on enterprise reference data systems. Support NEXEN client...
to ensure best-in-class risk and controls, as well as client responsiveness. Key responsibilities include portfolio analysis... in Banking and Risk Client Relationships / Business Partnership: Proven ability to understand nuances of local markets, local...
Services Platform . This role is located in New York City 7+ years of experience in product strategy, client solutions... platform architecture and articulate platform-wide value. Proven success in pre-sales or client advisory contexts, particularly...
clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group...
and flexible products to meet evolving client needs while adhering to the highest standards of risk management, regulatory...
products, the client segments they serve and the competitive environment Create and maintain a sales enablement suite... of materials, building a growing set of marketing tools and literature to support demand generation, client lifecycle marketing...
to highlight our differentiation. Build knowledge about the products, the client segments they serve and the competitive... to support demand generation, client lifecycle marketing, sales and account development. Identify product synergies across the...
management processes and methods to ensure products are aligned with client needs. Reviews final products and strategies...
strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested.... Manage client integrations and oversee team execution to ensure flawless implementation. Work with engineering leads...