- Bank of America (New York, NY)
- Merrill Private Wealth Market Client Relationship Manager New York, New York;New York, New York **Job Description:** Merrill Wealth Management is a ... results focused and effective. **Job Description:** The ** Private Wealth Market Client Relationship Manager ** (PWCRM) is a direct report to the … 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
- 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 ... credit deals + Grows book balances and Year over Year revenue + Partners with and mentors Private Client Managers on more complex products and client … more
- JPMorgan Chase (New York, NY)
- …control environment across delivery channels (office, emails, collateral, etc.,) for the JPM Private Client office group in concert with JP Morgan Wealth ... mitigate operational risk within activities. As a Marketing Controls Manager within JP Morgan Wealth Management, you will be...will be responsible for driving initiatives within the JPMorgan Private Client space, a bank business that… more
- CIBC (New York, NY)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Regional Manager , East Region, will be ... We're building a relationship -oriented bank for the modern world. We need...of experienced private banking advisors, market managers, private bankers and associates to drive client … 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
- Deloitte (Morristown, 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
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... assist in achieving the mandate to be a premier client -focused global bank. The US Capital Markets Business Management...Revenue generation + Governance + Strategy + Regulatory + Relationship Management + Effectively manages juniors on team +… 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
- City National Bank (New York, NY)
- …Minimum 9 years' experience in client service, banking operations or Private Banking relationship management support required. + Minimum 7 years' experience ... BANKING OFFICER III** **WHAT IS THE OPPORTUNITY?** Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private … more
- Bank of America (Iselin, NJ)
- Sr. Relationship Manager - Global Commercial Banking/Non-Bank Financial Institutions Iselin, New Jersey;Paramus, New Jersey **Job Description:** At Bank of ... Global Commercial Bank ("GCB") is looking to add a Relationship Manager ("RM") in the New Jersey...as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship … more
- Neuberger Berman (New York, NY)
- …liaising with wealth advisors, portfolio managers and operations on all aspects of the client relationship ; and assisting with legal issues around client ... (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
- JPMorgan Chase (Iselin, NJ)
- …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
- Aflac (New York, NY)
- …and external managers to address and resolve issues. + Assist primary relationship manager with external service providers and/or external managers involved ... Private Asset Operations Analyst The Company: Aflac Asset...proactively work on solutions with minimal supervision + Strong client facing, interpersonal and communication skills (written and verbal)… more
- S&P Global (New York, NY)
- …new rating opportunities across the Private Markets space + Develop relationship overviews for the largest Alternative Asset Manager relationships and update ... Markets Sales, North America in the maintenance of existing client relationships, origination of new sales opportunities, and coordination...experience at either a rating agency, bank or asset manager + Experience in Private Markets (ie… 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
- Santander US (New York, NY)
- Commercial Banking Relationship Manager Country: United States of America Identifies and pursues new sales prospects within existing or untapped markets. Gathers ... equivalent field. (Req) Work Experience: 12-15 years+ as a commercial banking relationship manager , focused on clients having $75M+ annual revenue. Demonstrated… more
- City National Bank (New York, NY)
- ** CLIENT MANAGER ** **WHAT IS THE OPPORTUNITY?** Is primary point of contact and service provider for existing and newly developed relationships. Retains and ... and families within a specific region. Partners with the Private Bankers in business development and relationship ...and seamless on-boarding process. + Manage relationships with the Private Banker and client team in planning,… more
- PNC (Bridgewater, NJ)
- …contribute to the company's success. As an Associate Portfolio Specialist within PNC Private Bank organization, you can sit in our Bridgewater, NJ or PNC Harborside, ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Engages in investment and trading support… more