Institutional Accounts Specialist - Cross-Team Coordinator
Wealth Inc.
Wealth Inc. is seeking an Account Support Specialist to manage key relationships with major institutional clients. This hybrid role requires coordinating efforts across teams, ensuring timely communication and support. The ideal candidate will have 3-5 years in client services, strong detail orientation, and excellent communication skills. Benefits include a competitive salary, flexible PTO, and comprehensive insurance options. #J-18808-Ljbffr Wealth Inc.
$10k
...building the smart infrastructure for finance teams, embedded in the transaction flow of... ...new partnerships with financial institutions that drive sales opportunities for Ramp.... ...their portfolio companies Partner with cross functional teams including Channel Partner...SuggestedFull timeWork at officeHome officeRelocation packageFlexible hours- ...Account Support Specialist, Institutional Location: Hybrid, NYC About Us Wealth.com is the... ...Kitces AdvisorTech Study. Our team is fundamental to our... ...managing day‑to‑day activities, coordinating across internal teams,... ..., operations, and cross‑functional execution. You...SuggestedTemporary workWork at officeFlexible hours
$10k
...building the smart infrastructure for finance teams, embedded in the transaction flow of... ...new partnerships with financial institutions that drive sales opportunities for Ramp.... ...their portfolio companies Partner with cross functional teams including Channel Partner...SuggestedFull timeWork at officeHome officeRelocation packageFlexible hours$96k - $132k
...payments, vendor management, accounting automation, and more, Ramp's... ...in-one solution frees finance teams to do the best work of their... ...partnerships with financial institutions that drive sales opportunities... ...portfolio companies Partner with cross functional teams including...SuggestedFull timeWork from homeHome officeRelocation packageFlexible hours- ...and drive the execution of institutional tokenization initiatives... ..., delivery planning, and cross-functional coordination across Product, Legal,... ...Tokenization Platform Owner/teams (product & infrastructure... ...increasing ownership and accountability (not purely execution...SuggestedFlexible hours
$500 per month
...clients’ development lifecycles, enabling teams to plan, code, audit, deploy, and... ...inaccurate information. The Financial Institutions Team The Financial Institutions team at... ...for a rapidly evolving market. We operate cross-functionally with Pre-Sales, Partnerships...Contract workRemote workWork from homeFlexible hours$140k - $250k
...The Institutional Securities Group (ISG) has established... ...provide a single point of accountability for the full spectrum... ...programs, and coordination of ISG’s response to... ...other control and risk teams. Responsibilities include... ...reflects a broad cross-section of the global...Temporary workWork at office- ...their Channel Sales organization in New York. This self-motivated role involves generating partner opportunities with financial institutions through outreach and consultative conversations. The ideal candidate will have strong communication skills, prior experience in...Relocation packageFlexible hours
$100k - $150k
...Institutional Fixed Income Sales Professional CastleOak Securities... ...Income Sales Generalist/Cross Over or Credit Specialist (Investment Grade & High... ...OH Joining a veteran team operating in a dynamic... ...client relationships by coordinating seamlessly across our internal...Temporary workWork at officeWork from home2 days per week- ...Associate - Financial Institutions Group, Mortgage Segment... ...solutions. Develop account plans, briefing memos... ...Morgan Payments partners. Coordinate and negotiate KYC,... ...Identify new ways to advance team-wide initiatives and... ...the client voice in cross‑functional engagements...
- ...Continuously engage in team based selling and... ...partnerships. Become a specialist in the Vertalo platform... ...the sales pipeline and accounts through detailed and timely... ...experience in the institutional, real estate, private... ...collaboratively with a cross-functional Vertalo team...Work at officeRelocation packageFlexible hours
- ...Responsibilities: Supports the Relationship Managers and other team members to promote banking products and services to Financial Institutions clients. Assist RM to establish business relationships and promote bank products and services to prospective clients based...
$167k - $230k
...Regional Institutional Manager And Member Of Stablecoin Solutions At... ...trusted partner. Members of the team are expected to work in a... ...you are expected to develop account plans and strategies to drive... ...our stablecoin issuance and cross border settlement strategy....Full timeWork at office- ...been part of the early team at a startup? Are you... ...customers mainly in the institutional finance and real... ...partnerships. Become a specialist in the Vertalo platform... ...sales pipeline and accounts through detailed and timely... ...with a cross-functional Vertalo team...Work at officeRelocation packageFlexible hours
- ...A leading product management company is seeking a Senior Project Manager to oversee complex, cross-functional initiatives effectively. This fully remote role requires strong leadership and project management skills, and offers flexible hours along with competitive salary...Remote workFlexible hours
- ...Cycles is seeking an Institutional Business Development Lead to drive sales and manage partnerships for Cycles Prime, a process designed... ...closely with institutional clients in New York and guiding the BD team as it scales. This remote role requires significant experience...Remote workFlexible hours
$70k - $115k
...Institutional Infrastructure Solutions (IIS) provides... ...Client Specialist – Retirement is centered... ...the appropriate team with a high... ...requirements and perform account maintenance as... ...Partner with cross-functional teams... ...institutional business. Coordinate across business...Temporary workWork at office- ...relevant to individual and institutional investors. From the very... ...client communications and coordinating internally with key stakeholders... ..., and a centralized account operations team to optimize the delivery of... ..., consultant involvement, cross-sell targets, and risk factors...
- ...completion, ensuring alignment with scope, timeline, and budget. Responsibilities include developing project plans, liaising with cross-functional teams, and maintaining documentation. Required qualifications include a relevant Bachelor's degree and 3+ years of project...Remote work
- ...Development Lead focused on building relationships with financial institutions. You'll drive Monad's growth in the Financial Institutions... ...This role offers a hybrid work model and the opportunity to work on challenging problems with an exceptional team. #J-18808-Ljbffr...
$150k - $200k
...seeking a Director, Capital Formation for the US East region to expand its business development team. This role focuses on capital raising and requires 4-8 years of institutional capital raising experience, ideally within private equity or venture funds. Candidates should...Work at office$170k - $250k
...A leading financial services firm is seeking a Regional Sales Officer - Cross Sell in New York. This role focuses on driving growth through cross-selling initiatives across various business lines. The ideal candidate will have extensive experience in the industry, strong...- ...seeking a founding Business Development Lead to drive go-to-market growth. The ideal candidate will cultivate relationships with institutional investors, work on GTM strategy, and be a problem-solver. This position requires 2-4+ years in consulting or finance with strong...
$86.74k - $94.91k
...City University of New York seeks an Institutional Research Manager to support data reporting and analytics. This role involves managing data accuracy for internal and external use while contributing to accreditation and institutional effectiveness. The ideal candidate...$110k - $130k
...Neuberger is seeking a Senior Associate, Institutional Client Advisor for the South-Central United States. In this role, you will partner... ...to drive business growth while independently covering accounts. You should possess 5-7 years of institutional sales experience...$120.96k - $181.44k
Institutional & Specialty Sales Consultant, Cardiology - Manhattan, NY At... ...and Specialty Sales (ISS) team is being established to lead... ...education and sales by developing, coordinating, and implementing a strategic... ..., competitors, industry, and cross-functional activities/plans...Local area$170k - $250k
...A prominent insurance brokerage firm based in New York is seeking a Cross Sell Officer to enhance growth across multiple business lines. The ideal candidate should have over 10 years of relevant experience and a proven background in sales leadership and cross-selling initiatives...- ...Scorpion Therapeutics is seeking a Senior Manager for Institutional Customer Communications & Marketing to drive engagement for U.S. Hospital and biosimilar products. The role involves developing customer communications and marketing materials, managing internal and external...
$70.47k - $84.87k
...across various cultural contexts. Responsibilities include managing teams, providing pastoral care, and developing global ministry... ...The ideal candidate should have a Bachelor's degree, 5+ years in cross-cultural ministry, and strong leadership and communication skills...Flexible hours- ...visibility. You will manage various responsibilities including maintaining program schedules, facilitating reviews, and coordinating with cross-functional teams. Ideal candidates have technical program management experience and are comfortable in fast-paced environments. #J-...Remote work
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