- Citigroup (Cos Cob, CT)
- …in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies ... Citi Global Wealth brings together the full power of Citi...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events… more
- Bank of America (New Haven, CT)
- Business Banking Relationship Manager /Senior Relationship Manager - New Haven or Hartford, CT New Haven, Connecticut;Hartford, Connecticut **Job ... Management + Regulatory Compliance + Risk Management This position is posted as a Senior Relationship Manager but is flexible and can be filled as a … more
- Broadridge Financial Solutions (South Windsor, CT)
- …way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team. (This person can either be located near ... and controlling the customer experience. We encourage our Client Relationship Managers to "own" their accounts to provide premier...associates can only do their best when they feel safe , understood, and valued, and we work diligently and… more
- Berkshire Bank (Hartford, CT)
- …the organization including Commercial Lending, Retail Banking, Mortgage Lending, Insurance, and Wealth Management. Builds a referral network to ensure a stream of ... be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Extensive travel may be required to meet with clients and/or to attend… more
- Bank of America (Fairfield, CT)
- Investment Management Specialist Fairfield, Connecticut **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… more
- Bank of America (East Hartford, CT)
- …to make a difference. Join us! **Job Description:** Working with Portfolio Manager (s), establish and execute a risk based coverage plan for specific portfolio(s). ... agencies. The Portfolio Specialist works together with the Credit Review Portfolio Manager (s) to establish and execute a risk-based coverage plan for a specific… more
- Berkshire Bank (Norwich, CT)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to...Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient… more
- Kiewit (Hartford, CT)
- …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