Client Segmentation - 20+ job offers

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing pl

Your Team Responsibilities The Wealth Management Sales & Business Development team drives MSCI’s growth across the advisor and wealth management ecosystem. The team partners with leading firms to integrate MSCI’s analytics, portfolio construction tools, and risk management solutions into advisor wor

Did you know that EDICOM is one of the world’s major EDI and e-invoicing businesses? And that the e-invoicing market is growing 19% annually and is forecast to be worth more than $20 billion by 2026? EDICOM helps digitalize companies through the development of SaaS solutions (Software as a Service),

Company Description Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be pa

Key Responsibilities Prospect, identify, and qualify international clients (US, EU, Middle East, APAC) for offshore IT staff augmentation services. Drive the full sales cycle: lead generation → discovery → proposal → negotiation → closing. Build and maintain a strong sales pipeline through outbound

Introduction: Join our Global Banking (GB) Impact Banking & Advisory Business Management Team, where we help strengthen local and diverse businesses, expand affordable housing, and support vital institutions such as hospitals and universities. We work everyday to create change that will drive progre

Job Description: The Team Fidelity Digital Asset Management (FDAM) delivers a growing suite of digital asset investment solutions for retail, intermediary, institutional, and on-chain clients. The team integrates Fidelity’s robust investment, research, and risk capabilities with digital asset specif

STAUD

$150,000 - $180,000 /año

STAUD Clothing, headquartered in Los Angeles, CA, has an opening for a Director of Client Development working a hybrid in-office/remote role in Los Angeles. Founded in Los Angeles in 2015 by Sarah Staudinger and George Augusto, Staud stands at the intersection of vintage inspiration and modern desig

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve probl

C&N

Who are we? For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibil

Who are we? For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibil

Nuveen, a TIAA company

$80,000 - $120,000 /año

The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across all products offered by Nuveen. He or

Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world’s most innovative financial organizations. As a Senior Product Associate in Global Clearing, you contribute to the team by leveraging your expertis

Osaic

$110,000 - $136,000 /año

Digital Solutions Opportunity in Financial Services Senior Product Manager, Advisor Analytics & Insights Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakda

Osaic

$110,000 - $136,000 /año

Digital Solutions Opportunity in Financial Services Senior Product Manager, Advisor Analytics & Insights Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakda

Osaic

$110,000 - $136,000 /año

Digital Solutions Opportunity in Financial Services Senior Product Manager, Advisor Analytics & Insights Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakda

The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across all products offered by Nuveen. He or

Nuveen, a TIAA company

The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Internal Advisor C

Job Description The Director of Strategic Partnerships for Aramark Destinations will be responsible for a specific portfolio of client accounts. A successful candidate will demonstrate analytical skills to identify and align with the goals and aspirations of our current business partners, create cus

Are you ready to make a significant impact across the Consumer & Community Banking finance organization? Join our Core Treasury Analytics team and create our newest segmentation empowering a client driven approach to our portfolio analytics. Your input will contribute to supporting high-profile deci