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Investor Center Investments Representative- Grand Rapids, MI Job in Grand Rapids 49501, Michigan US
About Fidelity Investments Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. Investor Center Investments Representative- Grand Rapids, MI In Personal and Workplace Investing Read more […]
Investor Services Representative (Private Equity & Real Estate) m/f Job in Luxembourg
We are looking for aInvestor Services Representative (Private Equity Real Estate) m/f Duties:- Responsibility for the maintenance of the share register.- Responsibility for ensuring that the investors meet the society and Luxembourg rules and regulations – with regards to AML-KYC – Responsibility for maintaining the investor virtual data room.- Responsibility for ensuring that documents are appropriately stored both in hardcopy and- Electronically- Assisting with capital calls, distributions, Read more […]
Customer Relationship Manager II
Customer Relationship Manager II – Chandler, AZGeneral knowledge about the entire loss mitigation process is necessary to manage a large portfolio of customers throughout the default servicing lifecycle. The Customer Relationship Manager (CRM) position requires expertise in loan modifications specific to the investor segment. The CRM serves as a single point of contact and trusted advisor for these borrowers. Sensitivity to the nature of a distressed customer situation and professional demeanor are important attributes to possess in communicating with customers, as well as setting expectations, Read more […]
Vendor Relationship Manager II Job in Jacksonville, Florida US
Vendor Relationship Manager IIOpen to location if candidate meets all required skill sets: Post sale successor servicer oversight and operational management position is accountable for complex and high impact responsibilities. This position interacts with internal bank clients, successor servicers, and investors to set up, ensure uniformity with Bank protocols, and establish routines to address escalations, procedural, and SLA requirements. The Operations Project Consultant will be responsible for, but not limited to the following: Relationship manager and single point of contact for Mortgage Insurance Read more […]
VP Relationship Manager and Business Developer for Private Equity Firm; London UK based recruitment
Due to their expansion into Europe from the US, they require an experienced investor relations/business development professional. The Role:• Maintain relationships with existing investors through meetings, calls, road-shows and events.• Preparation of marketing materials, presentations, reports and client updates• You will attend client meetings to gain in depth an understanding of client needs in order to prepare relevant requests for information.• Support new business development and coordinate the relationship management effort. • Regular liaison with the US office to maintain Read more […]
Account Coordinator / Client Relations (NYC) Job in Rockville, Maryland US
Account Coordinator / Client Relations (NYC)Consult, advise, position, and sell value added investor relations, corporate communications, and board products. Effectively negotiate contract / pricing terms. Be responsible for quarterly sales targets and pipeline management. Attend and organize professional meetings, seminars, and industry conferences to improve knowledge and strengthen relationships. This person will be selling our Rockville, Maryland client’s indexes to investment advisers and pension funds or also be selling their indexes to organizations that create products (more licensing side Read more […]
Investor Center Account Executive –Cambridge, MA Job in Boston 02108, Massachusetts US
About Fidelity Investments Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. Investor Center Account Executive –Cambridge, MA In Personal and Workplace Investing (PWI), we Read more […]
Customer Relationship Mgr I
Customer Relationship Mgr I – 2nd Shift (West Seneca, NY) : 1200013143DescriptionCultivates and maintains on-going customer relationships. Manages a portfolio of delinquent loans by working with loan modification and disposition specialists to determine solutions that will cure the account in a timely manner. Presents customers with and educates customers on options such as Repayment plans, Special Forbearance, Modifications, Short Sale, or Foreclosure. Responsibilities may include responding to customer, investor, or other 3rd party inquiries, researching, preparing, and/or procuring documentation, Read more […]
Investor Center Investments Representative- New Haven, CT Job in New Haven 06501, Connecticut US
About Fidelity Investments Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. Investor Center Investments Representative- New Haven, CT In Personal and Workplace Investing Read more […]
Family Office / High Net Worth / Hedge Fund Relationship Director Job in London
Family Office / High Net Worth / Hedge Fund Relationship DirectorMayfair, Londonc£150,000 Plus Bonus EquityJames Caan, one of Britain’s most successful entrepreneurs, is looking for a Family Office / High Net Worth / Hedge Fund Relationship Director to join his Mayfair based Principal Finance Business, Hamilton Bradshaw Capital Partners (“HBCP”). HBCP is a fast-growing investment business within the Hamilton Bradshaw group that is looking to strengthen its team significantly in the next 12 months to respond to increased deal flow due to its presence in the market. As a Family Office / High Net Read more […]