Client Data Management - 21,182+ job offers

{"description": " Job Description The Client Data Management Team Lead plays a crucial role in overseeing the daily operations of client static data services. This position combines leadership, hands-on data management, and process ownership. The Team Lead is responsible for guiding a team of analys

Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we im

PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. At Pennymac, our people are the f

Company Description Influential is an AI social data and conversion technology, as well as a Developer Partner of IBM Watson and a Facebook Marketing Partner. Utilizing a network of over 1,000,000 social media influencers as a tactic for distribution, Influential runs both native and paid campaigns

As a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs. This role assists with managing client product and business portfolios including creating client and supplier correspondence, processing orders, maintaining distribut

Spreo Capital

Company Overview Spreo Capital is a rapidly expanding private mortgage lender specializing in bridge, renovation, ground-up construction, and DSCR loans for residential and multifamily investors. Spreo Capital funds individual loans up to $8 million across single-family, 2–4-unit, condo and multifam

Jacksonville, Florida At Revision Wealth Management, precision is not optional. It is the standard. We are seeking a Client Data Associate who understands the weight of accuracy and the discipline required to maintain it. This role is central to the firm’s operations, ensuring that client informatio

WHO are we looking for? CAPTRUST is seeking an Institutional Client Management Associate (CMA) to support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or

WHO are we looking for? CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resou

Spreo Capital

Company Overview Spreo Capital is a rapidly expanding private mortgage lender specializing in bridge, renovation, ground-up construction, and DSCR loans for residential and multifamily investors. Spreo Capital funds individual loans up to $8 million across single-family, 2–4-unit, condo and multifam

Company Description Influential is an AI social data and conversion technology, as well as a Developer Partner of IBM Watson and a Facebook Marketing Partner. Utilizing a network of over 1,000,000 social media influencers as a tactic for distribution, Influential runs both native and paid campaigns

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide

Client Service Manager (Hybrid – Burlingame, CA) The Client Service Manager plays a key leadership role in delivering a high-quality client experience within a financial planning firm. This hybrid position is based out of the Burlingame, CA office, with a structured schedule of 3 days in-office and

Job Description Client Service Associate (Wealth Management) North Barrington, ILSalary range: $55 to $75K DOE, bonus eligible, plus full benefits Our client is a nationally recognized financial services firm with more than 100 locations across the U.S., supporting over $72 billion in client assets.

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Data Management Consultant in the United States. In this role, you will support complex data management initiatives for defense and government clients, focusing on asset inventory, data quality, and s

Position Summary The Data Management Analyst performs support for the day-to-day operations in setting up accurate and timely security master reference data for all investment products. This position will require a broad functional understanding of domestic and global securities including complex st

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. Job Description Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy and solutions. As a Client and Account Data P

Location Brookfield Place New York - 225 Liberty Street, 8th Floor Business - Global Client Group Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Bro

Haymarket Media, Inc. is seeking a Data Client Success Specialist. This position is located in our New York City office with a hybrid schedule (three days onsite, two days remote). Job Overview: This position will play a key role as a conduit between our Data Reporting team and our sales support tea

Job Description: About the Role As a Data Management Specialist, you will play a crucial role in ensuring the integrity, accessibility, and security of our organizational data. You will collaborate closely with various departments to implement best practices for data governance and quality, directly