108 retail client manager jobs found in New York

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

About the Role: Grade Level (for internal use): 13 About the Role:  S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.   The Team: Join a Best-In-Class Global Legal, Compliance, Risk & Government Affairs Team committed to delivering timely, practical and actionable advice to advance our business and safeguard our reputation, people and assets. Thie position reports to the Associate General Counsel and Managing Director for the Americas. The team provides legal...

About the Role: Grade Level (for internal use): 12 S&P Global Market Intelligence The role: Manager, IT Service Operations The Location: NYC (hybrid 2 days per week onsite) We are seeking an experienced and highly motivated Global Fixed Income Service Management Technical Manager with a minimum of 12 years of experience to lead the application support and cloud operations function for Fixed Income platforms within the Markets division of Enterprise Solutions. This role is primarily based in New York City. The role is responsible for overseeing global 2nd line application support, cloud infrastructure operations, platform stability, incident response and tracking, and operational governance across multiple business-critical Fixed Income platforms. The successful candidate will lead a global Service Management organization supporting highly available, real-time trading and workflow applications utilized by financial institutions worldwide. This...

About the Role: Grade Level (for internal use): 13 About the Team The Business Acceleration & Strategic Initiatives function at S&P Dow Jones Indices partners with Division leadership on the most critical strategic questions facing the business while also driving initiatives that make the organization more effective. The work is project-based and episodic — the team flexes across themes rather than owning fixed lanes. This is the first senior hire into the function, offering a rare opportunity to help shape both the strategic agenda and the operating model of a high-visibility team inside a market-leading business. The Role Reporting directly to the Head of the function, the Senior Strategy Lead will run strategic projects end-to-end. This is an "athlete" role — not a specialist position. You will: Lead strategic projects end-to-end under the direction of the function head: framing the problem, designing the workplan, driving analysis, synthesizing...

About the Role: Grade Level (for internal use): 10 Positon: Custom Index Manager Position Description: The Data Operations Associate is responsible of the entire data lifecycle from data preparation to reporting and recognizes the interconnected nature of the data analytics and data operations. The Data Operations Associate must be able to analyze and implement complex index methodology and solve non-routine operational problems on an on-going basis and have experience and ability to interact with S&P proprietary calculation systems and work with large and complex data sets in excel. Processes automation skills and experience via coding is required. It is expected for the candidate to leverage coding skills to be able to improve velocity, reliability, and quality of data operations and analytics. As part of the responsibilities, the Data Operations Associate follows a methodology to select and weight index constituents and to maintain indices on a daily basis...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities   Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

About the Role: Grade Level (for internal use): 09 The Team: You will be working with a team of individuals who are curious, collaborative, and critical thinkers. You’ll get to work on a team consisting of engineers, designers and client-facing teams who are all working to redefine how private capital market participants receive and analyze information about their investments. You’ll have plenty of opportunity to identify and define problems, take ownership over solutions, and solve complex problems from both qualitative and quantitative perspectives. The Private Markets product team has a start-up mentality. You will be given an opportunity to execute on a vision and make a noticeable contribution to the business’s success. You will work on modern technologies: cloud-based data platforms, machine learning algorithms, AI-powered systems and automated workflows. Responsibilities and Impact: The Private Markets group, within the S&P Global Market Intelligence...

About the Role: Grade Level (for internal use): 09 The Team: The global, cross-functional team enhances and maintains our Debtdomain product offering. Our team embraces a collaborative and transparent culture to ensure alignment on how we accomplish our goals across the team and broader business. Responsibilities and Impact: The Product Manager represents the business and the user to ensure that the development of the product aligns with leadership’s goals.  Success not only impacts the bottom line but also provides innovation to our clients as they execute transactions that shape our global economy. Contributes to solution roadmaps which clearly articulate the solution vision and strategy to enable executive buy-in Ensure output quality against defined tasks and activities Define concepts of short-term and long-term planning Supports product delivery with timely execution of metrics and other information Research and compiles information from documented...

About the Role: Grade Level (for internal use): 11 With Intelligence, now part of S&P Global, are recruiting an Account Manager to join our New York based team. The Partnership Retreats is a membership that offers senior members of asset management business development teams a unique, multi-faceted opportunity to connect, engage and learn with decision makers from leading institutions and their consultants. Since launching in 2022, our US Institutional Partnership Retreats have become our flagship product and the foundation of a rapidly expanding global portfolio.  We are seeking a commercially driven Business Development Manager to focus on new business generation across our US Institutional Partnership Retreats portfolio. This role will be responsible for identifying, engaging, and converting new asset manager partners. You will be selling a high-value membership designed to directly support asset managers' institutional fundraising efforts This is a high-impact role...

About the Role: Grade Level (for internal use): 12 The Role:  Product Manager, Private Markets Product Team S&P Dow Jones Indices is a leading provider of iconic and innovative index solutions, bringing transparency to global capital markets. Our Private Markets initiative is at the forefront of innovation, aiming to democratize access to private equity, private credit, and real assets while introducing greater efficiency and transparency within these sectors. The Team  The Private Markets Product team is pioneering the development of index solutions within private markets, a new and innovative area. This team is dedicated to breaking new ground and finding solutions that will democratize access to private markets and enhance operational efficiency. We value creativity, collaboration, and a global mindset. Joining this team offers an exciting opportunity to be part of a transformative initiative. The Product Manager will play a key role in developing our...

About the Role: Grade Level (for internal use): 12 The Team:  The S&P Global Ratings Commercial team is known for its collaborative spirit, client focus, and commitment to excellence. We value innovation, integrity, and intellectual curiosity, and we partner with clients to help them navigate complex capital markets, credit, and business challenges. The team is competitive, sales-focused, energetic, and highly collaborative, with a strong emphasis on building trusted relationships across clients, intermediaries, and internal stakeholders.  What you stand to Gain:    Work directly with CFOs, Treasurers, Market Intermediaries and other senior executives across the U.S. Public Finance market.  Build deep familiarity with assigned accounts, client business models, funding needs, and decision-making dynamics to support effective day-to-day and strategic coverage.  Develop a strong understanding of the ratings business, U.S. Public Finance market trends, and the...

About the Role: Grade Level (for internal use): 13 The Team: The Regulatory & Compliance Commercial team focuses on driving growth and expanding our solutions to effectively address our customers' evolving needs. By prioritizing creativity and agility, we approach problems with an open mind and adapt to fast-paced environments, making informed decisions that enhance our effectiveness. Collaboration and a client-centric approach are fundamental to our culture, enabling us to work efficiently with stakeholders to deliver exceptional service and foster long-term partnerships. Responsibilities and Impact: We are seeking a dynamic and innovative leader, with experience within Investment Banking, Financial Services and/or Software to drive engagement and business success across our Counterparty Manager product suite, which includes solutions such as CLM Pro, Document Solutions, Managed Services and Entity Data. This individual will be responsible for fostering...

About the Role: Grade Level (for internal use): 13 Director, Asset Manager Sales, Multi-Asset & Options Indices Role Overview S&P Dow Jones Indices is seeking a Director, Asset Manager Sales, Multi-Asset & Options Indices to lead commercial growth across our derivative-based and multi-asset index solutions. This is a senior role within the Sales organization, designed to meet growing client demand for sophisticated index solutions for buy-side clients. The Director will combine deep technical fluency in derivatives overlays and other options- and income-based strategies with a strong commercial orientation and proven ability to originate, develop, and close complex licensing opportunities. The role will require consultative selling, senior client engagement, structured problem solving, and close collaboration with Product Management, Research & Design, Legal, Finance, and Marketing. This individual will serve as a senior sales rep, helping clients...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.  As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.  Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions – helping clients achieve their financial goals.  Job Responsibilities  Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn,...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...