Industry Enterprise Relationship Associate Specialist: GCIB/GM
New York, New York
**Job Description:**
+ Dedicated to Global Corporate & Investment Banking (GCIB) and Global Markets (GM) for all cross-line of business activities
+ Aligned to the Industry Enterprise Relationship Specialist Team, responsible for forging strong partnerships and industry expertise to drive referral flows holistically
+ Supports Wealth Management (GWIM) to Investment Banking (GIB) and Global Markets (GM) referral opportunities completing compliance checks, due diligence and coordination with Specialists and Industry partners
+ Manages all referrals into Investment Banking (IBK) and Global Markets (GM) in terms of documentation including: conflicts checks, revenue share agreements and sign-off, ACC/RMT management and all other reporting requirements
+ Drives client strategy and outbound referral activity and maintenance, including Corporate Employee Banking and Investing (CEBI) and Financial Life Benefits (FLB) referrals
+ Responsible for making all Global Banking and Markets (GBAM) referral assignments as per Global Wealth & Investment Management (GWIM) policy and Local Markets Organization (LMO) processes in accordance with GWIM Leadership
+ Works with the broader Enterprise Relationship Specialist Team, Local Market Partners and the GCIB Liaisons to coordinate on GBAM clients in local markets
Required Skills & Experiences:
+ Bachelors degree or equivalent work experience
+ 5+ years banking, trading or wealth management experience
+ Excellent communication skills
+ Enterprise knowledge
+ Excel/PowerPoint expertise required
+ Technology and data management
+ Ability to learn, adapt, and utilize new systems
+ FINRA licensed HIGHLY PREFFERED: SIE, Series 7, Series 66 (will support if candidate does not currently have, but must obtain within specified timeframe)
Enterprise Job Description:
Provides support to the assigned Industry Relationship Specialists in the function of driving cross LOB partnership and collaboration between advisors and relationship managers. Works closely with the Industry Specialist and other leadership to assist in delivering results for LMO referral flows. Registration required.
**Job Band:**
H5
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
**Referral Bonus Amount:**
0
**Job Description:**
+ Dedicated to Global Corporate & Investment Banking (GCIB) and Global Markets (GM) for all cross-line of business activities
+ Aligned to the Industry Enterprise Relationship Specialist Team, responsible for forging strong partnerships and industry expertise to drive referral flows holistically
+ Supports Wealth Management (GWIM) to Investment Banking (GIB) and Global Markets (GM) referral opportunities completing compliance checks, due diligence and coordination with Specialists and Industry partners
+ Manages all referrals into Investment Banking (IBK) and Global Markets (GM) in terms of documentation including: conflicts checks, revenue share agreements and sign-off, ACC/RMT management and all other reporting requirements
+ Drives client strategy and outbound referral activity and maintenance, including Corporate Employee Banking and Investing (CEBI) and Financial Life Benefits (FLB) referrals
+ Responsible for making all Global Banking and Markets (GBAM) referral assignments as per Global Wealth & Investment Management (GWIM) policy and Local Markets Organization (LMO) processes in accordance with GWIM Leadership
+ Works with the broader Enterprise Relationship Specialist Team, Local Market Partners and the GCIB Liaisons to coordinate on GBAM clients in local markets
Required Skills & Experiences:
+ Bachelors degree or equivalent work experience
+ 5+ years banking, trading or wealth management experience
+ Excellent communication skills
+ Enterprise knowledge
+ Excel/PowerPoint expertise required
+ Technology and data management
+ Ability to learn, adapt, and utilize new systems
+ FINRA licensed HIGHLY PREFFERED: SIE, Series 7, Series 66 (will support if candidate does not currently have, but must obtain within specified timeframe)
Enterprise Job Description:
Provides support to the assigned Industry Relationship Specialists in the function of driving cross LOB partnership and collaboration between advisors and relationship managers. Works closely with the Industry Specialist and other leadership to assist in delivering results for LMO referral flows. Registration required.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Learn more about this role
Full time
JR-22065253
Band: H5
Manages People: No
Travel: No
Manager:
Talent Acquisition Contact:
Jenique Logan
Referral Bonus:
0
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