- HSBC (New York, NY)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually valuable… more
- HSBC (Flushing, NY)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable… more
- CIBC (New York, NY)
- …and relationship -oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which primarily focuses on ... We're building a relationship -oriented bank for the modern world. We need...to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Relationship Manager, you will be accountable to grow direct revenue… more
- Citigroup (Stamford, CT)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- Citigroup (Huntington, NY)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- JPMorgan Chase (New York, NY)
- …estate tax purposes, it is the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers ... Develop, retain and deepen client relationships New Business + Assist the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers… more
- JPMorgan Chase (Hauppauge, NY)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- City National Bank (New York, NY)
- **BUSINESS CONTROLS MANAGER - PRIVATE BANKING & WEALTH MANAGEMENT** **WHAT IS THE OPPORTUNITY?** This position will work directly with the City National Bank ("CNB") ... Business Control Officer ("BCO") and Senior Business Control Manager for Private Banking & Wealth Management and will partner with the Risk Framework leadership… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... immigration or income restrictions. OFE is seeking a Program Officer to join OFE's Financial Counseling and Coaching team,...New Yorkers and communities with low incomes in building wealth and improving their financial health by helping New… more
- International Rescue Committee (New York, NY)
- …$4.9M). With a geographic focus on the eastern region of the United States, the Officer will serve as a relationship manager throughout the donor life cycle. ... Requisition ID: req55033 Job Title: Officer , Major Giving (East) Sector: Fundraising Employment Category:...prospects (defined as donors, prospective donors, and suspects with wealth capacity ratings of at least $100K and up… more
- City National Bank (New York, NY)
- **ACCOUNT OFFICER ENT** **WHAT IS THE OPPORTUNITY?** This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are ... and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the … more
- Tradeweb (New York, NY)
- Tradeweb Compliance is looking for a junior to mid-level compliance officer to support our core compliance functions across our regulated entities globally. You will ... a reporting line to a supportive and experienced compliance officer based in New York. You will have a...able to work independently + Leverage strong communication and relationship -building skills in frequent interaction with other areas of… more
- Citigroup (New York, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… 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- Wealth -Common Control Testing Utility; and… more
- City National Bank (Melville, NY)
- **BUSINESS DEVELOPMENT OFFICER ** **WHAT IS THE OPPORTUNITY?** Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects ... position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within… more
- Citigroup (Greenburgh, NY)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- Tradeweb (New York, NY)
- …with various team and departments including Legal, Onboarding, Business Development, Relationship Management Support, and HR to identify and address regulatory risks ... reimbursement towards fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately eligible for… more
- Citizens (New York, NY)
- …based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth… more
- City National Bank (New York, NY)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. + Utilize,… more