- Actively support Client Service & Sales to help the team achieve revenue and profitability targets.
- Creative lead generation by utilizing databases and attending industry conferences.
- Help deepen and expand consultant relationships across industry
- Provide competitive analysis on industry peers to help properly position Amalgamated Bank's services
- Work in collaboration with Legal, Compliance, Operations, Risk and Marketing
- Passion to learn more about Taft-Hartley industry.
- Perform other duties as directed.
- Travel of 10% - 25% of the time.
- Bachelor's degree; MBA or other equivalent preferred.
- 5+ years of institutional investment management or bank custody experience
- Client Service and/or Sales Support experience
- Ability to work effectively with all levels of staff and management.
- Excellent verbal/written communication and interpersonal skills.
- Working knowledge of Microsoft enterprise (i.e. Office, Excel, Powerpoint)
- Ability to manage multiple tasks and projects.
-
Amalgamated Bank seeks a dedicated Institutional Service & Sales, FVP who will be reporting directly to the Trust Revenue Officer and will be accountable for institutional for supporting all aspects of Client Service & Business Development. · ...
New York1 month ago
-
· Amalgamated Bank seeks a dedicated Institutional Service & Sales, FVP who will be reporting directly to the Trust Revenue Officer and will be accountable for institutional for supporting all aspects of Client Service & Business Development. Primary responsibilities include cli ...
New York, NY, US1 week ago
-
Amalgamated Bank seeks a dedicated Institutional Service & Sales Associate who will be reporting directly to the Trust Revenue Officer. · ...
New York Full time1 month ago
-
Amalgamated Bank seeks a dedicated Institutional Service & Sales Associate who will be reporting directly to the Trust Revenue Officer. · ...
New York, NY1 month ago
-
This is a great opportunity to play a pivotal role in facilitating the next major step forward in enabling NYPL researchers around the world to find and access NYPL's unique digital collection of materials.We are seeking a Technical Project Manager to join the Institutional Servi ...
New York1 month ago
-
· Location Designation: Hybrid - 3 days per week · Role Overview: · As a Client Service Representative within New York Life's Institutional Annuities business, you'll play a meaningful role in our Pension Risk Transfer (PRT) portfolio—helping ensure retirees receive the benefi ...
Jersey City1 week ago
-
The Senior Institutional Client Service Representative plays a critical role in supporting institutional clients across our Stable Value and Guaranteed Products business lines. · Process trades for Guaranteed Products and the Stable Value Investments Group in compliance with audi ...
Jersey City $50,000 - $65,000 (USD)1 month ago
-
The Institutional Client Service Representative plays a critical role in supporting institutional clients across our Stable Value and Guaranteed Products business lines. In this role, you will ensure accurate trade processing, resolve service-related issues, and provide timely, h ...
Jersey City $50,000 - $65,000 (USD)1 month ago
-
As a Client Service Representative within New York Life's Institutional Annuities business you'll play a meaningful role in our Pension Risk Transfer (PRT) portfolio—helping ensure retirees receive the benefits they've earned. · ...
Jersey City $45,000 - $52,000 (USD) Full time2 weeks ago
-
The Senior Institutional Client Service Representative plays a critical role in supporting institutional clients across our Stable Value and Guaranteed Products business lines. In this role, you will ensure accurate trade processing, resolve service-related issues, and provide ti ...
Jersey City $50,000 - $65,000 (USD) Full time2 weeks ago
-
This is more than a service role; it's an opportunity to support individuals and families during one of the most important stages of their financial lives. · You'll work with group annuity contracts that fund pension obligations, partnering with retirees, beneficiaries, financial ...
Jersey City $45,000 - $52,000 (USD)1 month ago
-
System Service Chief of Quality · Hassenfeld Children's Hospital · Sala Institute for Child and Family Centered Care · The System Service Chief of Quality, HCH and Sala Institute, directs the vision, strategy, and goals for the quality and safety program and quality outcomes in t ...
New York, NY4 days ago
-
We are seeking a Technical Project Manager to join the Institutional Services team at NYPL Digital. · To lead end-to-end product development processes from inception through delivery. · To develop communication and capacity plans, project timelines, and provide project status upd ...
New York $100,000 - $110,000 (USD) TEMPORARY1 month ago
-
Location Designation: · Hybrid - 3 days per week · Role Overview · As a Client Service Representative within New York Life's Institutional Annuities business, you'll play a meaningful role in our Pension Risk Transfer (PRT) portfolio—helping ensure retirees receive the benefits t ...
Jersey City, NJ2 weeks ago
-
+ Client Service Representative within New York Life’s Institutional Annuities business. + Job Description: Handle inbound calls, deferred participants, beneficiaries, financial institutions and contract holders through inbound phone support. + Interpret group annuity contracts a ...
Jersey City, NJ1 month ago
-
The Institutional Client Service Representative plays a critical role in supporting institutional clients across our Stable Value and Guaranteed Products business lines. · Process trades for Guaranteed Products and the Stable Value Investments Group in compliance with audited ope ...
Jersey City, NJ1 month ago
-
This is a temporary four year fixed term grant-funded role. NYPL Digital is responsible for the digital transformation of the Library, · We are seeking a Technical Project Manager to join the Institutional Services team, · The primary function of this role will be to lead the pro ...
Manhattan, NY1 month ago
-
182728 Job ID: 182728 · System Service Chief of Quality · Hassenfeld Children's Hospital · Sala Institute for Child and Family Centered Care · The System Service Chief of Quality, HCH and Sala Institute, directs the vision, strategy, and goals for the quality and safety program ...
New York $350,000 - $450,000 (USD)4 days ago
-
This is a hybrid role (3 days in office /2 days remote) for recent college graduates and seniors graduating this spring or winter who are interested in pursuing a career in financial services and brokerage. · Assist with client inquiries received via telephone, e-mail, tickets, a ...
Greenwich Full time1 month ago
-
This is a great opportunity for recent college graduates and seniors graduating this spring or winter who are interested in pursuing a career in financial services and brokerage. · ...
Greenwich, CT1 month ago
-
This is a hybrid role with 3 days in office and 2 days remote. It's an opportunity for recent college graduates to pursue a career in financial services and brokerage through hands-on training. · We're offering Series 7 sponsorship for those who choose to pursue it. · About your ...
Greenwich, CT1 month ago
Institutional Service - New York - Amalgamated Bank
Description
Institutional Service & Sales, FVP
Amalgamated Bank seeks a dedicated Institutional Service & Sales, FVP who will be reporting directly to the Trust Revenue Officer and will be accountable for institutional for supporting all aspects of Client Service & Business Development. Primary responsibilities include client reporting, data analytics & lead generation. The candidate will be an integral part of the Trust team in helping to achieve organic growth targets. Cross collaboration with banking partners to discover cross-sell opportunities for Investment Management, Custody and Benefit Disbursement.
By joining our team, you'll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.
Essential Job Functions:
Knowledge, Skills and Experience Requirements:
-
Institutional Service
Only for registered members New York
-
Institutional Service
Only for registered members New York, NY, US
-
Institutional Service
Full time Only for registered members New York
-
Institutional Service
Only for registered members New York, NY
-
Technical Project Manager, Institutional Services
Only for registered members New York
-
Client Service Representative- Institutional Annuities
Only for registered members Jersey City
-
Senior Institutional Client Service Representative
Only for registered members Jersey City
-
Senior Institutional Client Service Representative
Only for registered members Jersey City
-
Client Service Representative- Institutional Annuities
Full time Only for registered members Jersey City
-
Senior Institutional Client Service Representative
Full time Only for registered members Jersey City
-
Client Service Representative- Institutional Annuities
Only for registered members Jersey City
-
System Service Chief of Quality, Sala Institute
Only for registered members New York, NY
-
Technical Project Manager, Institutional Services
TEMPORARY Only for registered members New York
-
Client Service Representative- Institutional Annuities
Only for registered members Jersey City, NJ
-
Client Service Representative- Institutional Annuities
Only for registered members Jersey City, NJ
-
Senior Institutional Client Service Representative
Only for registered members Jersey City, NJ
-
Technical Project Manager, Institutional Services
Only for registered members Manhattan, NY
-
System Service Chief of Quality, Sala Institute
Only for registered members New York
-
Entry-Level Institutional Services
Full time Only for registered members Greenwich
-
Entry-Level Institutional Services
Only for registered members Greenwich, CT
-
Entry-Level Institutional Services
Only for registered members Greenwich, CT