- Citizens (Orange, CT)
- …continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you ... a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and… more
- Citizens (Branford, CT)
- …continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you ... a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and… more
- Deloitte (Stamford, CT)
- …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
- Citigroup (Huntington, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning… more
- Vaco (Shelton, CT)
- …by Staffing Industry Analysts (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007! **A Day in the Life** Our ... CFO client just called. Her VP of Accounting just gave...beach bar. Or maybe she needs an experienced treasury manager with a strong regulatory background. As an Executive… more
- GAF (Bridgeport, CT)
- …and genuine care provided by our Strategic Account Managers. As a Strategic Account Manager , you too can grow with the proven winning GAF culture that delivers ... record of building successful relationships and closing new business. The Strategic Account Manager -Steep Slope is responsible for the sale of the complete line of… more
- Vaco (Shelton, CT)
- …Industry Analysts (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007! **Vaco** provides elite, senior-level ... and empowerment. **A Day in the Life** Your CFO client just called. Her accounting department could really use...upcoming audit. Or maybe she needs a seasoned project manager to lead a merger integration. As Business Development… more
- Citigroup (Huntington, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more
- HUB International (Fairfield, CT)
- …join our New Business Team. This position will work closely with industry leading Private Client Executive to assist with meeting clients and potential clients ... as well as serve as a key relationship manager for High Net Worth clients....Proven ability and experience with new business placement with private client carrier market as well as… more
