23 associate manager financial client relations specialist jobs found

Apex Systems, Inc. Job#: 3018745 Job Description: Description: Executes the sourcing process for assigned business areas, including procurement, contract negotiations, supplier evaluations, and compliance with company policies. Develops and administers sourcing agreements and procurement strategies to drive cost efficiency, ensure supplier performance, and maintain regulatory compliance. Leads and participates in sourcing projects, manages external spend, and ensures adherence to corporate guidelines, legal standards, and environmental regulations. Oversees the acquisition, distribution, and tracking of project materials, ensuring availability aligns with schedules and operational needs. Education: Undergraduate degree preferred in Supply Chain Management, Business, Engineering, or a related field.Key Responsibilities:- Assist in executing the sourcing process for assigned areas.- Support bid analysis, supplier selection, and contract award recommendations.- Conduct...

Fidelity Investments Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in...

Fidelity Investments Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in...

Apex Systems Job#: 7962 Job Description: PROJECT SPECIALIST WHO WE ARE Apex Systems is a leading global technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients' digital visions. We provide a continuum of services, including strategy and enablement, innovation and productivity, and technology foundations to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across North America, Europe, and India. Apex is a part of the Commercial Segment of ASGN Incorporated (NYSE: ASGN). To learn more, visit www.apexsystems.com . At Apex Systems, we prioritize professional development, work-life balance, and fostering a collaborative culture. We value our teams well-being and recognize the importance of building strong relationships. Thats why we organize regular...

Fidelity Investments Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in...

Fidelity Investments Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in...

First Horizon National Corporation Location: On site in Boca Raton, FL, Palm Beach, FL, and Fort Lauderdale, FL Summary The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate...

First Horizon National Corporation Location: On site in Boca Raton, FL, Palm Beach, FL, and Fort Lauderdale, FL Summary The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate...

First Horizon National Corporation Location: On site at location listed in job posting. Schedule: Monday through Friday, 9:00am to 5:00PM Summary The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management Sales and RMs into realized revenue. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for playing a key role and leading the end-to-end client implementation process including initial client training for Treasury Management Services Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files Ability to convey technical information in a way that is easy for others...

First Horizon National Corporation Location: On site at location listed in job posting. Schedule: Monday through Friday, 9:00am to 5:00PM Summary The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management Sales and RMs into realized revenue. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for playing a key role and leading the end-to-end client implementation process including initial client training for Treasury Management Services Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files Ability to convey technical information in a way that is easy for others...

First Horizon National Corporation Location: On site at location listed in job posting. Schedule: Monday through Friday, 9:00am to 5:00PM Summary The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management Sales and RMs into realized revenue. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for playing a key role and leading the end-to-end client implementation process including initial client training for Treasury Management Services Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files Ability to convey technical information in a way that is easy for others...

Barclays Step into the role of Vice President, Insurance Coverage - International Corporate Banking Americas at Barclays. As a Vice President within our Insurance Coverage team in ICB Americas, you'll be at the forefront of our mission: partnering directly with client treasury departments to deliver tailored solutions across debt and trade products. Your focus will be on driving revenue, identifying cross-product opportunities, and leading high-impact client meetings with a consultative, sales-driven approach. We're looking for someone who understands the complexity of insurance portfolios and can translate treasury insights into actionable ideas. This is a high-visibility role where your expertise and energy will help shape how we grow and serve this critical client segment. To be successful as a Vice President, Insurance Coverage - International Corporate Banking Americas, you should have: Practical experience working with insurance clients and their treasury functions...

Apex Systems Job#: 7943 Job Description: PROJECT SPECIALIST WHO WE ARE Apex Systems is a leading global technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients' digital visions. We provide a continuum of services, including strategy and enablement, innovation and productivity, and technology foundations to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across North America, Europe, and India. Apex is a part of the Commercial Segment of ASGN Incorporated (NYSE: ASGN). To learn more, visit www.apexsystems.com . At Apex Systems, we prioritize professional development, work-life balance, and fostering a collaborative culture. We value our teams well-being and recognize the importance of building strong relationships. Thats why we organize regular...

Barclays We are looking for an experienced Global Contract Service Macro-Distribution Senior Negotiator to join our derivatives master agreement negotiation team to support the Barclays Markets Business across Rates, FX, Credit, LatAm and Risk Solutions Group, predominantly for corporate and private equity clients. In this role, you will be drafting, negotiating and executing master and collateral agreements and ancillary documentation (primarily for ISDA), which you will actively and independently manage from inception to completion. This will entail negotiation with the client directly as well as internal teams and stakeholders such as credit risk, sales and trading business, collateral management, treasury, tax and client onboarding. In the course of these negotiations, you will have to ensure that MI is adequately captured by updating internal systems and managing data efficiently. Further responsibility will include being privy to regulatory updates, taking ownership of...

Barclays As a Barclays Prime Services Negotiator VP, you will be responsible for drafting, negotiating, and executing capital markets contract documentation to support the Prime Services and Prime Derivative Services businesses. This is an exciting opportunity to showcase your expertise in drafting, negotiating, and executing prime services agreements (including cash prime brokerage agreements, futures agreements, OTC clearing agreements, and ISDA master agreements, Intermediation agreements (FXPBA), repurchase agreements (GMRA/GMSLA) and stock lending agreements (MSLA)), and provide the highest quality of service to sophisticated, multi-faceted and high-caliber clients in a dynamic environment. To be successful as a Prime Services Negotiator VP, you should have experience with: The suite of capital markets contract documentation identified above, including the drafting, negotiating, and executing of these agreements Working with the prime services, prime derivatives...

Barclays What will you be doing? Barclays Capital Inc. seeks LatAM Sovereign Trader in New York, NY (multiple positions available): Provide coverage for Emerging Markets Credit Trading business of global financial services firm, including LatAm financial institutions across the region. Use bond pricing tools, trading tools, brokers systems, and information systems to prepare 'bid and offer' prices to clients and counterparts. Work with internal Credit Sales and Research teams to develop trading ideas and strategies for external clients, including mean reversion. Manage bond risk in LatAm financial credits. Provide coverage as backup Trader for other traders on the LatAm corporate trading desk, as necessary. Develop trading ideas and trading strategies for clients, including mean reversion. Interact with a team of 5 other LatAm credit traders and analysts, to meet a budget of $15-$25mio annually. Manage risk responsibly within thresholds, market-making to...

Barclays Join Barclays as an Agency CMO Trader. At Barclays, our vision is clear - to redefine the future of banking and help craft innovative solutions. In this role, you will lead trade execution and risk management across a defined portfolio of Agency MBS and related instruments, with a particular focus on Agency CMO structures. You will drive the Agency CMO business in close coordination with sales distribution and local and global trading management. Leveraging a strong understanding of liquidity provision, market-making dynamics, hedging strategies, and portfolio risk management, you will support revenue growth while maintaining disciplined risk-taking. To be successful as an Agency CMO Trader, you should have experience with: Generating Agency CMO trade ideas based on market conditions, supply-demand dynamics, prepayment analysis, and structural alpha Delivering client solutions, manage new-issue risk, and support Agency deal execution Engaging with clients...