- Citigroup (Washington, DC)
- 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 (Washington, DC)
- …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
- Bank of America (Vienna, VA)
- …(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 Vienna, Virginia **Job Description:** Merrill Wealth...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- KPMG (Washington, DC)
- **Business Title:** Manager , Federal Product Testing **Requisition Number:** 119669 - 21 **Function:** Advisory **Area of Interest:** **State:** DC **City:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Manager to join our Federal Advisory practice. Responsibilities: +… more
- City National Bank (Washington, DC)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System… more
- Truist (Fort Washington, MD)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... from time to time. 1. Serve as the primary relationship manager for a portfolio of mass...banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years'… more