VP, Corporate Trust Bid Strategy & Client Coverage
Jobtailor
Jobtailor in New York is seeking a Corporate Trust bidding professional to drive direct revenue through trustee and paying agent deals. You will help establish playbooks, KPIs, training, and quality controls for new bids. The role targets infrequent bond issuers, designs outreach and bid strategies, and collaborates with risk, legal, operations, and service teams to ensure compliant bids. Candidates should have 3–8 years of relevant experience and a strong grasp of CRM hygiene and KYC processes. #J-18808-Ljbffr Jobtailor
- About the RoleWithin Corporate Treasury, Deposits Coverage & Strategy (“DCS”) is a unique opportunity for individuals at all levels to oversee the firm’s deposit... ...Treasury, as well as the underlying business and client activity supported by that funding.RESPONSIBILITIES...SuggestedContract work
- ....As a Vice President on the Corporate Strategy team, you will own a portfolio... ...initiatives, develop trusted partnerships with senior leaders... ...bring the best solutions to our clients. Projects are typically team... ...an investment banking (M&A, Coverage, Capital Markets, Equity...Suggested
$142k - $186k
Corporate Strategy at Citizens sits at the core of the enterprise - partnering directly with the... ...driven collaborator - experience building trusted partnerships across business lines and... ...medical, dental and vision coverage, retirement benefits, maternity/paternity...SuggestedWork at officeLocal areaRemote workFlexible hours1 day per week- ...Vice President, Corporate Strategy This role provides an exciting opportunity... ...initiatives, develop trusted partnerships with senior leaders... ...the best solutions to our clients. Projects are typically team... ...an investment banking (M&A, Coverage, Capital Markets, Equity Research...Suggested
- BNY Investments is a leading investment manager delivering investment strategy content and portfolio analysis to intermediary wealth management clients in North America. The Portfolio Strategy Group partners with Distribution, Product Management, Channel Marketing, and...Suggested
- Join a Corporate Trust Bidding Desk focused on direct revenue generation for trustee and paying agent roles Assist... ...infrequent bond issuers and design outreach and bid strategies Monitor maturing bonds to retain and grow client relationships Collaborate with risk, legal,...
- BNY Mellon is seeking a Vice President for FIG Client Coverage in New York, NY. This hybrid role involves managing key client relationships, conducting analyses to support decision-making, and leading enterprise-wide initiatives. The successful candidate will possess a...
$190k - $225k
...change in the financial technology space? As a VP, Corporate Strategy, your role will involve taking ownership of a... ...NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate,...Work experience placementLocal area$150k - $200k
...16778 We\'re looking for a client-facing account leader who brings... ...client work. About the Corporate Affairs Practice Corporate Affairs... ...who can connect business strategy with compelling communications... ...project driver, dot-connector, and trusted partner to senior leaders....Flexible hours- ...approach, the firm brings to clients the best of both worlds: specialist... ...of BNY.The Portfolio Strategy Group team partners with the... ...management clients in North America. Coverage and responsibilities range... ...funds, SMA, bank collective trusts, separate accounts, private/...WorldwideFlexible hours
$270k - $320k
...Vice President, Corporate Strategy New York Company Overview Arcesium... ..., anticipate the risks our clients encounter, and design... ...motivated and entrepreneurial VP to join our dynamic Strategy... ...medical and prescription drug coverage, and 401k contribution matching...- ...Management Lead within the Private Client Office, you will bring a... ...closely with Finance, Sales Strategy, Technology, and Location Strategy... ...momentum and stakeholder trust.Required Qualifications,... ...include comprehensive health care coverage, on-site health and wellness...Work at office
- ...Wealth Management, with client assets of $2.8... ...banking services including trusts and estates, loans, mortgages... ...in serving as a corporate fiduciary for families... ...comprehensive health care coverage, on-site health and... ...and institutions with strategies and expertise that...
$120k - $210k
...services. The Firm's employees serve clients worldwide including corporations, governments and individuals from... ...driving Morgan Stanley's Integrated Firm Strategy, a key strategic priority for the... ...and maintaining long-term, trust-based relationships with key internal...Temporary workWorldwide- ..., with regular interaction across colleagues, clients, and prospects. You will lead client-focused engagements on investment strategy, asset allocation, portfolio construction, and investment selection, serving as a trusted advisor to institutions. This role offers significant...
- BNY Mellon in New York seeks a Vice President, Client Coverage for BNY Investments. Lead creation and delivery of investment strategy content and portfolio construction analyses to intermediary wealth management clients in North America across asset classes. You will partner...
- ...CEO advisory firm, seeks a Vice President of Corporate Communications in New York. Lead integrated communications for clients, oversee corporate messaging, executive positioning... ..., manage multiple workstreams, and translate strategy into actionable plans while collaborating...
- Citi in New York is seeking a Vice President to lead coverage of a portfolio of multinational Industrials clients in the U.S. You will focus on client acquisition,... ...growth, and wallet expansion, acting as a trusted advisor to senior executives and leveraging Citi's...
- ...join its Private Equity team to help lead client-focused teams working with sophisticated institutional investors on investment strategy, asset allocation, portfolio construction... ...The successful candidate will serve as a trusted advisor to clients and prospects, helping...
- BNY is seeking a Vice President, Global Client Management within our Investment Management team in New York. You’ll lead executive engagements, translate market insights into actionable plans, and drive disciplined pipeline management to accelerate client outcomes. In...
$180k - $235k
...Executive Director for the Subsidiary Banking Coverage team in New York. This role involves... ...relationships with US subsidiaries of corporates from India and ASEAN, focusing on financing... ..., and a track record of developing client relationships. The position comes with a...$135k - $160k
...services provider. We offer corporate and investment banking... ...advisory services to clients around the world.... ...travel to support client coverage, relationship... ...levels.Interprets client strategy, anticipates changes in... ...business decisions as a trusted advisor.Makes recommendations...Full timeContract workPart timeWork at officeLocal areaShift work- ...shape how strategic asset management and insurance clients engage with JPMorganChase—bringing together corporate finance, lending, markets and payments... ...management and insurance clients, driving relationship coverage and delivering a broad suite of products and services...Work at office
- InforCapital, partnership is looking for a Family Office Client Coverage VP / Executive Director in New York. This role involves acting as... ...complex client requests and driving effective responses aligned with business strategies. #J-18808-Ljbffr InforCapital, partnershipWork at office
$275k - $325k
...technology company? As Vice President, Corporate Strategy Lead, you will serve as a key architect... ...external perspective on industry disruption, client needs, competitor dynamics, and... ...investment priorities. Build and maintain deep, trusted relationships across the enterprise and...Local area- ...interpersonal skills and interest in client services? We are looking for... ...and advisory solutions, with strategies spanning asset classes,... ...family offices. The Client Coverage Group (CCG) within Asset Management... ...an ability to build trust and confidence of colleagues...Work experience placement
$200k - $300k
This is a senior coverage role responsible for originating... ...of Industrial clients operating in the U.S.... ...primary representative and trusted advisor, the Banker... ...and execution of client strategies that strengthen Citi's... ...strategies for a portfolio of corporate clients, aligning Citi...Full time$200k - $300k
Responsibilities Develop and execute comprehensive client coverage strategies for a portfolio of corporate clients, aligning Citi's capabilities with clients'... ...other executive stakeholders, positioning Citi as a trusted partner. Lead proactive client planning efforts,...Full time- ...leaders to translate strategy into clear, timely messages... ...supports customers, clients, shareholders, and... ...Internal Communications in Corporate Communications, you... ...communications that build clarity, trust, and engagement. You’... ...health care coverage, on-site health and...Work at office
$250k - $300k
Sectors | Healthcare | Director, Corporate Sector Coverage | New York CityAbout ING: In Americas, ING... ...corporate and institutional clients. When you come to work at ING, you’re... ...meaningfully to the sector’s growth strategy in the region.About the department:ING...Full timeWork at officeWork from home
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