- Citigroup (Falls Church, VA)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Bank of America (Bethesda, MD)
- Relationship Manager - EGP Bethesda, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world… more
- Citigroup (Silver Spring, MD)
- **Business Relationship Manager ** The Business Relationship Manager (BRM) is responsible for proactively sourcing, acquiring, expanding, and retaining ... comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… more
- Truist (Rockville, MD)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass...and retail lending solutions. (Banking experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) OR, 3 years'… more
- Georgetown Univerisity (Washington, DC)
- …prospective donors via statistical or other creative means. They act as a project manager on projects and requests related to our internal clients. In concert with ... Development Professionals: Prospect Research Essentials; Financial Capacity Evaluation and Wealth Indicators; Prospect Interests and Networks/Relationships; Research Checklist and… more
- Kiewit (Washington, DC)
- …best practices for all projects that we support. Our participation leads to safe , cost effective, and innovative designs that achieve client expectations and further ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… more