- Citigroup (Eastchester, NY)
- 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
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Citigroup (Greenburgh, NY)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Citi Global Wealth brings together the full power of Citi...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
- TD Bank (New York, NY)
- …you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Client Support Supervisor serves two primary functions, they ... coordinate communication with multiple areas of the wealth management business (including, but not limited to, distribution,...bring in subject matter experts earlier in the client relationship ; ensures those existing clients, where it would add… more
- TD Bank (New York, NY)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... in the high net worth segment. The Private Client Relationship Manager II will serve as the...of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, … more
- US Bank (New York, NY)
- …you excel at-all from Day One. **Job Description** Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to US Bank's Healthcare ... as delivering comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a… more
- Bank of America (New York, NY)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Merrill Market Supervision Manager New York, New York;New York, New York;...New York; New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Bank of America (New York, NY)
- Senior Investment Manager New York, New York **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
- Bank of America (New York, NY)
- Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Brunswick (Port Washington, NY)
- …Dock Staff with our large variety fleet of boats, as a key role of a Dock Manager ! We are looking for a strong manager that will drive a remarkable member ... running the daily logistics of the location, the /Dock Manager is expected to perform all duties required of...supervise all dock staff to ensure our members are safe and receive the highest level of service. +… 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
- Bank of America (New York, NY)
- GWIM Sr. Operations Representative New York, New York **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
- 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 ... establish or improve their credit, create a budget, open or transition to safe and affordable bank accounts, and more. Clients seeking assistance with consumer… more
- Neuberger Berman (New York, NY)
- …closed-end private market funds, with a focus on both institutional and private wealth investors as well as intermediaries This newly created VP, Investor Relations ... Manager position will play a pivotal role by supporting...funds, working with prospective and current institutional and private wealth investors, consultants and distribution agents to ensure accurate… more
- Citizens (White Plains, NY)
- …on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial ... ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending...and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion… more