- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments businesses. This ... accountable for driving controls testing performance and improvement initiatives. The Wealth Client Segments Performance Initiatives Leader is a subject matter… more
- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments (ie, ... client-facing) businesses. This position reports to the Wealth Client Segments Control Testing Lead, within the USPB-...the department where needed and as directed by their manager . **Qualifications:** + 5+ years relevant experience, 3+ years… more
- Citigroup (Irving, TX)
- The Wealth Automation Initiatives Leader is a subject matter expert on data-based control testing digitization and automation techniques with great familiarity with ... management and data analytics. This position reports to the Wealth Controls Testing Head within the USPB- Wealth -Common...of department where needed and as directed by their manager . **Qualifications:** + 5+ years relevant experience, 3+ years… more
- Citigroup (Tampa, FL)
- …losses. The individual will support coverage of Citi's US Personal Banking and Wealth organizations on all elements pertaining to data risk in close coordination ... **The Data Risk Officer - VP** **will ideally be an experienced risk manager with experience in data risk management or data governance in a globally… more
- Charles Schwab (Lone Tree, CO)
- **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. ... and non-discretionary investment advisory solution providing clients with a personal relationship , specialized service and ongoing advice built on Schwab's approach… more
- Citigroup (Tampa, FL)
- …+ Responsible for IPB Associates with direct managerial oversight of the Advisors, Wealth Relationship Managers, and other functions. + Build, lead, manage and ... The IPB Wealth Solutions Advisory Manager accomplishes results...written and verbal communication skills. + Proven influencing and relationship management skills. **Education:** + Bachelor's/University degree, Master's degree… more
- Charles Schwab (Boston, MA)
- …us "challenge the status quo" and transform the finance industry together.** As a Senior Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach… more
- Coldstream Wealth Management (Mercer Island, WA)
- …advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor). We have a hybrid work environment, with team members ... Job Descriptions: At Coldstream Wealth Management, we're adding an experienced Senior ...the required licenses/designations within 6-12 months) + Excellent communication, relationship building, and organizational skills + Demonstrated ability to… more
- Broadridge Financial Solutions (Edgewood, NY)
- …lives easy and advocating for each client and ensuring the optimal outcome. The Relationship Manager (RM) will work with sales, account management and the ... learn and collaborate as needed. This role is considered hybrid , which means youll be assigned to a Broadridge...of Class Actions and other areas relative to Broadridge/Client Relationship + Ability to identify and engage appropriate internal… more
- Broadridge Financial Solutions (South Windsor, CT)
- …way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team. (This person can either be located near ... and controlling the customer experience. We encourage our Client Relationship Managers to "own" their accounts to provide premier...learn and collaborate as needed. This role is considered hybrid , which means youll be assigned to a Broadridge… more
- HUB International (Fort Myers, FL)
- …we are passionate about our talent. We currently have an opportunity for a Client Relationship Manager to join our Employee Benefits team in our Fort Myers, FL ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+… more
- HUB International (Rockville, MD)
- …passionate about our talent. We currently have an opportunity for a **Client Relationship Manager ** to join our **Employee Benefits** team in our **Rockville, ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the Gold… more
- AON (New York, NY)
- …to this job at any time. #LI-ID-KN1 #LI- HYBRID 2550859 Aon is looking for a Relationship Manager , Equities Performance NY, New York - Hybrid Do you want ... Aon is looking for a Relationship Manager , Equities Performance NY, New York - Hybrid Do you want to be part of a collaborative team? Are you looking to make… more
- Broadridge Financial Solutions (New York, NY)
- …to our customers and ultimately build customer value. Were seeking a Business Manager to join our stellar team. You will be responsible for providing operational ... the Architecture and AI Technology organization within Global Engineering. As a Business Manager , you play an important role in the execution of the organizational… more
- Lockheed Martin (Orlando, FL)
- **Description:** We are committed to work life balance by promoting this HYBRID TELEWORK opportunity\. These job requirements allow the employee to work at a ... **WHAT WE'RE DOING** The TLS Rotary Strategy SR Program manager will be responsible for execution of the overall...products and solutions\. **WHY JOIN US** Your Health, Your Wealth , Your Life Our flexible schedules, competitive pay and… more
- JPMorgan Chase (San Diego, CA)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and...referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an… more
- Federal Reserve Bank (St. Louis, MO)
- …development and fair access to credit. **Responsibilities** + Serve as the project manager for large scale IT Initiatives that will impact the entire bank and/or ... skills at the project and program level + Excellent leadership, relationship -building, interpersonal savvy, critical thinking and communication skills + PMP… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... Private Access and Zero Trust Network Access. The Virtualization Security engineering manager will report to the Head of Security Network Services within Cyber… more
- Lockheed Martin (Stratford, CT)
- …work from home may be permitted as needed\. **WHY JOIN US** **Your Health, Your Wealth , Your Life** As an employee at Lockheed Martin, your health and well being are ... team environment and work well under pressure\. Possess effective relationship \-building skills with peers, leadership and customers\. **Clearance Level:** None… more
- Citigroup (New York, NY)
- …leadership, having strong industry engagement, and will be a strong relationship builder that can influence and challenge effectively. The successful candidate ... will have experience with building and maintaining global teams, providing guidance and mentorship. **Responsibilities:** + Manages a staff of risk officers at various levels, with direct accountability for hiring and organizational structure. Has direct… more