- Citigroup (New York, NY)
- …Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors....experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad… more
- Citigroup (New York, NY)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... experience + Professional ability and presence to interact with senior management and regulators + Ability to...strength in sustaining independent views. + Strong presentation and relationship management skills are essential + Should… more
- Citigroup (New York, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Deloitte (New York, NY)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- KeyBank (New York, NY)
- …team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship Manager ... New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net...responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry… more
- Truist (New York, NY)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... + 8 or more years of sales and client management experience in Wealth Management ...+ Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the… more
- Truist (New York, NY)
- …suite to meet the needs of the Truist UHNW clients Work closely with Integrated Relationship Management (IRM) Partners in Wealth and across all LOBs in ... Intellectual. Center for Family Legacy partners with advisors in Wealth , relationship managers in CIG and CCB,...variety of client transactions covering the full suite of wealth management solutions 3. Proven ability to… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of...be entrepreneurial and capable of bringing in new clients/investment management mandates to the bank. They will have an… more
- JPMorgan Chase (New York, NY)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- BlackRock (New York, NY)
- …home office clients and internal stakeholders across BlackRock. **Responsibilities** + Senior relationship manager responsible for owning, managing and ... mitigants. **Qualifications and Experience** + Demonstrated track record of relationship with wealth platforms especially independent broker/dealers, and… more
- JPMorgan Chase (New York, NY)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending… more
- Bank of America (New York, NY)
- Senior Investment Manager New York, New York **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
- AON (New York, NY)
- …field of study, with proven academic excellence + 5+ years of relationship management /consulting experience in banking, capital markets or broader financial ... field of study, with proven academic excellence + 5+ years of relationship management /consulting experience in banking, capital markets or broader financial… more
- Deloitte (New York, NY)
- …consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... or related service provider + Strong relationship management skills, particularly the ability to...services clients across sectors, including banking, capital markets, retail wealth management , investment management , and… more
- Tradeweb (New York, NY)
- …**Group Details** Tradeweb's Strategic Relationship Management Team ("SRM") is responsible for the ... - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Manager, US GTB Business Management ...objectives, strategies, and structure is also required + Excellent relationship building skills, with the ability to build and… more
- BlackRock (New York, NY)
- …service delivery, and onboarding teams bringing new business onto our platform 2. ** Wealth ** , differentiated capability for both Whole Portfolio and Wealth ... via research and competitive insights, analytics, marketing, business and change management **Team Overview** **The Client Experience Management (CEM) team… more
- US Bank (New York, NY)
- …Manages relationships with Corporate Banking customers. Grows revenue as directed by senior management by successfully prospecting for new business and retaining ... this portfolio. A number of the community bank clients also have executives who are wealth management clients and or well known amongst our leadership team Basic… more