Client Onboarding Associate Analyst Jobs

Account Manager Government Description - Job Summary • This role is responsible for developing and maintaining strategic relationships with partners while tailoring solutions to meet specific customer needs. The role provides partners with complex information about the organization’s offerings while collaborating with them to ensure long-term business success. The role drives sales growth through account planning and risk assessment, while mentoring junior team members. Responsibilities • Acts as the expert to the partner for complex information regarding the organization’s products, services, promotions, and configurations. • Develops and maintains account plans to promote sales growth in adherence to legal procedures and requirements. • Builds strategic relationships with the partner to ensure long-term business opportunities for the organization. • Partners and transforms potential leads into joint sales activities; creates, fills, and manages the funnel for deals with partners while achieving and/or exceeding quotas. • Promotes and incorporates the organization’s offerings to become a key part of the partner’s business and solutions. • Collaborates with partners to tailor solutions that address specific customer needs, including customization of products and services to align with client requirements. • Engages in transactional and relationship selling while working with and influencing a team of sales professionals. • Recruits new partners while providing risk assessment and business rationale for the organization’s investments. • Provides strategic guidance and insights to partner business managers and end-user sales teams regarding partners' capabilities, strengths, and market positioning. • Mentors junior team members, sharing insights, and providing guidance to support their professional growth and deve

Job Description We are looking to hire an experienced strategist to join Citi Equity Trading Strategy (CETS) team in New York with a focus on thematic investing. The team is responsible for providing market commentary on the global equity markets, including tactical market analysis. CETS combines macro, equity and derivatives viewpoints to make directional and relative value trading calls alongside medium-term thematic views. The candidate will be a key contributor to, and communicator of, views to Citi’s trading platform, institutional clients and the Citi Private Bank. Additionally, the US CETS Strategist will partner with the US and global CETS and research teams. Key Responsibilities: Contribute to building and executing a fundamentally based framework for thematic investment. Primarily for custom baskets, but also including sectors, ETFs and related products Coverage of US equity market, including top-down analysis of valuation, earnings, options markets, sector recommendations and trade ideas Thought leadership for US equity trading & sales Generate formal client recognition for Citi’s US equity strategy product via client votes and external poll rankings <span style="color

Citi's Equity Research team is looking for an Associate with strong financial fundamentals, intellectual curiosity and a genuine interest in investing. You’ll develop company expertise, financial modeling skills, and investment insights while covering one of the most dynamic sectors in the global market. Previous experience covering the Technology sector is not required, we welcome candidates from other industries who are excited to learn and transition into areas such as Semis, Networking, Hardware, Quantum and other technology subsectors. Responsibilities Support senior analysts in researching companies across the Technology & Communications sector. Build and maintain financial models, valuation analyses, and earnings forecasts. Analyze company financial statements, industry trends, competitive positioning, and market developments. Assist with writing research reports, earnings previews and recaps, thematic reports, and investment recommendations. Participate in earnings calls, company meetings, industry conferences, and investor events. Monitor news flow, financial results, and industry developments to identify investment opportunities and risks. Prepare presentation materials and research supporting client discussions. Collaborate closely with senior analysts while developing deeper sector expertise and research skills. Contribute to a collaborative team environment while maintaining high standards of accuracy, integrity, and professional Required Qualifications & Skills 2 to 3 years of experience in Equity Research, Investment Banking, Corporate Finance, Asset Management, Valuation, or another financial markets-related role. Strong understanding of financial statements, accounting fundamentals, and corporate finance. Experience building financial models and performing com

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a

This is where your work makes a difference. At Baxter, we believe every person—regardless of who they are or where they are from—deserves a chance to live a healthy life. It was our founding belief in 1931 and continues to be our guiding principle. We are redefining healthcare delivery to make a greater impact today, tomorrow, and beyond. Our Baxter colleagues are united by our Mission to Save and Sustain Lives. Together, our community is driven by a culture of courage, trust, and collaboration. Every individual is empowered to take ownership and make a meaningful impact. We strive for efficient and effective operations, and we hold each other accountable for delivering exceptional results. Here, you will find more than just a job—you will find purpose and pride. Your Role at Baxter This is where my hands make life-sustaining products You are driven by the knowledge that the products you help make saves and sustain lives. You can move quickly, address questions, and encourage teammates, all while getting quality products out on time. You are calm, positive, and a key part of a fast-paced environment that emphasizes camaraderie and teamwork. As a SR Production Technician, Pouch , you are happiest when you are moving, and we will not disappoint! Baxter is known for its speed and high-quality product. Our manufacturing operations are around-the-clock to meet the needs of our customers. Our high-caliber talent works through the challenges at hand while pushing toward meeting client order needs. Different shift assignments allow for flexibility and safety. In this role you are responsible for performance of tasks related to drug formu

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . Pinterest is on a mission to improve the comprehensiveness and shoppability of ads on our platform. We’re accomplishing this by expanding our advertising demand sources through partnerships with third-party ad platforms and working closely with Agencies and media companies who manage performance marketing budgets. As a member of the Programmatic Technical Operations team, you will drive the success of Pinterest’s programmatic ad products by serving as the primary client contact for deal creation, campaign setup, and launches. You’ll troubleshoot technical issues, optimize campaigns for performance, and collaborate closely with cross functional teams to elevate client outcomes and enhance internal processes. What you'll do: Act as a key point of contact for clients, supporting programmatic deal creation, campaign setup, and ensuring smooth campai

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. Principal UI Engineer - Frontend/Fullstack (React, TypeScript) Get to know Okta Okta is The World’s Identity Company. We free everyone to safely use any technology, anywhere, on any device or app. Our flexible and neutral products, Okta Platform and Auth0 Platform, provide secure access, authentication, and automation, placing identity at the core of business security and growth. At Okta, we celebrate a variety of perspectives and experiences. We are not looking for someone who checks every single box - we’re looking for lifelong learners and people who can make us better with their unique experiences. Join our team! We’re building a world where Identity belongs to you. Access Essentials - Core Product The Access Essentials organization at Okta builds the platform features for authentication and authorization across Okta-protected resources. Our mission is to enable customers to access these resources seamlessly & securely. We develop Okta cloud services and client software that allow users to seamlessly login to devices and use Okta authenticators to access applications securely. The Access Management team is part of Okta R&D Engineering. Learn more about Okta’s Engineering on our blog . The First Party Apps Platform team First Party Apps Platform team is part of the larger Access Essential - Core Product organization. We develop Okta’s secure web experiences for end-user authentication and access . Our products and features are high-i

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. Device Identity and Access Organization The Device Identity and Access organization is at the forefront of Okta’s Zero Trust vision. As a foundational pillar within Okta Research and Development (ORD), our mission is to transform the device itself into a secure, trusted, and effortless identity factor. We are the teams responsible for ensuring users can seamlessly interact with their work from any endpoint, anywhere in the world. Our organization is composed of engineers who thrive at the intersection of deep client-side platform engineering and massive-scale distributed systems. The work we do secures millions of enterprise endpoints globally, prevents modern identity attacks, and fundamentally changes how people work by making world-class security completely invisible to the end user. Opportunity We seek a highly impactful and influential Software Engineer to join our Device Authenticators engineering team. The ideal candidate will leverage their deep expertise in Apple (macOS and iOS) client software development to architect, build, and scale the critical software and services at the heart of our security and identity platform. This is a high-visibility, hands-on opportunity to define the architectural vision, pioneer new capabilities, and drive the technical strategy to solve complex, company-wide challenges and shape the future of Okta's device identity ecosystem. You will act as a key technical leader—a player-coach and force multiplier—by sett

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. Lyft Ads’ vision is to build the largest transportation media network. We leverage media to elevate the transportation experience for our users while building an exciting and sustainable advertising business. Our assets include Lyft in-app sponsorship opportunities, the largest bikeshare network in the country, off network audience programmatic solutions, as well as experiential activations. Our work is fun, challenging, and rewarding and we are looking for a customer-focused team member passionate about solving problems, delighting our agency partners, and winning new business. As a Senior Digital Account Executive for Lyft Media, you will be the primary point of contact for major advertising agencies and marketing clients. You will have discretion to shape the future of our growing media business while managing the day-to-day sales processes and relationships with advertising agencies. Responsibilities: Lead C Suite level conversations to increase revenue and grow strategic partnerships Demonstrate in-depth insights of the sales process and product combination Lead account planning process that aligns brand and Lyft’s resources to maximize opportunities Grow revenue, educate and lead strategic conversations with clients and navigate complex relationships Demonstrate expertise in all matters relevant to your book of business, including escalation and troubleshooting to resolve client issues Spearhead client education on products and give product updates to advise on the best approach to drive business outcomes for clients and agencies Lead collaboration with external clients and internal stakeholders Create compelling media packages and custom offerings to close new media business Build and manage sales pipelines while achieving quarterly revenue goals Work autonomously and independently to seek new

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad

WPP is the trusted growth partner for the world’s leading brands. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company – powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. We work with the world's most valuable brands and have global reach across 100+ markets, with deep local expertise. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow. For more information, visit WPP.com. Why we're hiring: The WPP DTS Business Intelligence team is looking for an exceptional Senior Analytics Manager to lead two of the four working pillars within our 14-person (and growing) global BI function: Product & Engineering Intelligence and Sentiment & Value Intelligence . In this role, you will be the vital bridge connecting day-to-day tactical analytics with the broader WPP DTS Business Intelligence vision . You will partner directly with product leadership, engineering, UI/UX research, client, and market enablement teams to establish trusted telemetry, evaluate feature adoption, and measure the business value of our digital products. You will have line management responsibility for 2 analysts (split across the UK and US), serving as a dedicated mentor and technical guide to help them deliver their best work and grow their careers. Working closely with the VP of Business Intelligence, you will establish unified tracking standards, integrate qualitative sentiment with behavioural data, and ensure our reporting delivers the critical ‘so what’ that inspires executive action. This rol

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves - JLL is seeking a Director of Global Occupancy Planning & Management to lead strategic space planning initiatives across APAC, LATAM, and AMER regions. This role provides crucial global leadership in delivering JLL's best practices through Occupancy Planning & Management products, solutions, and tools while partnering closely with client real estate teams to drive tactical and strategic planning aligned with portfolio objectives. What is your day-to-day? Strategic Leadership & Accountability Provide strategic oversight of multiple regions while driving consistency, innovation, and excellence across global real estate portfolios Manage global OP account budget for occupancy planning across APAC, LATAM, and AMER, ensuring optimal resource allocation and cost efficiency Own and manage strategic multi-regional relationships, serving as executive-level point of contact for key client stakeholders Drive space planning and data management programs to help client achieve real estate and workplace objectives Team Leadership & People Management Lead and manage a global team of occupancy planners across three regions with full accountability for performance outcomes Structure, staff, and manage team with clarity of e

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. We are looking for a Manager to join our Occupancy Planning and Management team The Manager will play a crucial role in assuring delivery of JLL best practices via Occupancy Planning & Management products, solutions, and tools to our real estate clients. Serve as an account leader for delivery of Occupancy Planning and Management. Bring best practices, industry insight and thought leadership to account. Act as a trusted advisor to client, Account Director, and team. Foster relationships Great relationship building skills, client focus and team leadership. You’ll foster critical relationships between various individuals and organisations. Simultaneously, ensuring coordination and collaboration among various JLL businesses. Dynamic Ability to go above and beyond to help with any tasks that might come your way and solve problems effectively. Thinking strategically, simplifying the complex, seeing the big picture, and driving results are a few of the basic requirements of the job. You should thrive on change with an appetite for risks, be proactive and innovative with solutions. A desire to be the Subject Matter Expert (SME) for key syste

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position]. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Sets relationship strategies and directs relationship management activities with existing clients to ensure client retention, risk management and revenue growth. Typically works with clients with advanced levels of risk and complexity of needs. Works independently and may mentor other team members. Independently handles the origination

Retail Partner Sales Representative Description - Job Summary • This role is responsible for collaborating with partners to transform leads into joint sales activities, tailoring solutions to meet customer needs in our Consumer Personal Systems business. The role builds strong strategic relationships with partners and promotes the organization's offerings fostering long-term business opportunities. The role mentors junior employees and leads training sessions for partners, continuously monitoring their performance to contribute to the team’s success. Responsibilities • Acts as the expert to the partner for complex information regarding the organization’s products, services, promotions, and configurations. • Develops and maintains account plans to promote sales growth in adherence to legal procedures and requirements. • Partners and transforms potential leads into joint sales activities; creates, fills in, and manages the funnel for deals with partners while achieving and/or exceeding quotas. • Collaborates with partners to tailor solutions that address specific customer needs, including customization of products and services to align with client requirements. • Builds strategic relationships with the partner to ensure long-term business opportunities for the organization. • Promotes and incorporates the organization’s offerings to become a key part of the partner’s business and solutions. • Leads training sessions and workshops for partners, educating them on the latest products, services, and industry trends to enhance their sales capabilities. • Monitors partner performance against targets, analyzing data, and providing insights to drive improvements and optimize outcomes. • Mentors junior team members, sharing expertise, providing guidance, and contributing to their professional development. Educatio