- Regal Executive Search (New York, NY)
- Tax Director, Private Client Services (HNWI)New York, NY 10036Job DescriptionTax Director, Private Client Services - HNWIDescriptionThe firm currently ... 650 employees in nine US locations.This is a position for our Private Client Services Team.Essential Duties and Responsibilities include the following:Is… more
- Citizens (New York, NY)
- …continuous coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage ... long term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private … more
- Bank of America (New York, NY)
- Private Wealth Market Client Relationship Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... results focused and effective. **Job Description:** The ** Private Wealth Market Client Relationship Manager ** (PWCRM) is a direct report to the … more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager ...to spending more than 50% of their time on relationship management activities. Assist with and attend client ... Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Private Wealth Relationship Manager supports...Manager to develop, implement, and monitor the teams client service model. This position is subject to SAFE… more
- Bloomberg (New York, NY)
- …of Pricing, Reference, and Alternative data. We are looking for a Content Relationship Manager passionate about developing and commercializing our strategic ... that enables our customers to make fast and inquisitive investment decisions. Our Relationship Managers lead the sourcing, negotiation, acquisition and promotion… more
- M&T Bank (New York, NY)
- …individualized career pathing for our staff including leadership, project related, client relationship , operations and analytics roles. **Education and ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- CIBC (New York, NY)
- …CIBC, 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 ... **Employment Type** Regular **Weekly Hours** 40 **Skills** Business Development, Client Relationship Management, Customer Experience (CX), Ensure Compliance,… more
- S&P Global (New York, NY)
- …new rating opportunities across all Private Markets sect + Develop relationship overviews for the largest Alternative Asset Manager relationships and update ... Level (for internal use):** 11 **The** **Role:** Associate Director, Private Markets, Business Development/ Relationship Management, S&P Ratings' **Grade:**… more
- Bank of America (New York, NY)
- Private Client Manager II...relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... Year over Year revenue + Partners with and mentors Private Client Managers on more complex products...significant plus **Skills:** + Client Management + Client Solutions Advisory + Loan Structuring + Relationship… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Regional Sales Manager - Private Client (RSM) is responsible for the direct ... management of teams of Wealth Professionals ( Relationship Managers (RM) and Investment Advisors (IA)), who work...instruction to help the RM and IA teams grow client relationships, client balances, revenue and take… more
- M&T Bank (New York, NY)
- …for team members to participate in. You'll gain experience by: + Supporting the Relationship Manager with oversight of client relationships + Performing ... individualized career pathing for our staff including leadership, project related, client relationship , operations and analytics roles. **Education and… more
- Neuberger Berman (New York, NY)
- **Summary** The Marketing Manager operates within the NB Private Wealth ("NBPW") Marketing team, which provides strategic and tactical marketing solutions to the ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- Deloitte (Jersey City, NJ)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As...papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to… more
- Neuberger Berman (New York, NY)
- **Summary:** As a member of a Private Asset Management team within NB Private Wealth, the Senior Relationship Manager (SRM) is responsible for leading ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- Citigroup (New York, NY)
- … private bank client relationships + Conduct banker portfolio and client relationship reviews to generate new business + Prepare and present competitor ... interfacing experience + Previous work experience as an implementation manager , sales associate or sales specialist in Private...up to 50% of the time **Job Family Group:** Private Client Product Services **Job Family:** Banking… more
- Citigroup (New York, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a… more
- Citigroup (New York, NY)
- Citigroup Global Markets Inc. seeks a Relationship Manager for its New York, NY location. Duties: Work closely with the senior team to facilitate private ... positioned to provide workable solutions. Build connectivity and key relationships with client seniors for maximum relationship impact. Utilize analytical skills… more
- JPMorgan Chase (New York, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
- JPMorgan Chase (New York, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… more
- Santander US (New York, NY)
- Community Development Finance Relationship Manager Country: United States of America **Summary** The Community Development Finance Relationship Manager ... profitability while minimizing risk. Candidate also acts as a primary business relationship owner for new, complex community development transactions with a focus on… more