- Citigroup (Glen Head, NY)
- … wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Manager SAFE Act is a seasoned professional role. ... 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 York, NY)
- Private Wealth Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... FOR PRIVATE WEALTH MANAGEMENT ONLY. The Private Wealth Relationship Manager supports the...teams client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE… more
- Citigroup (New York, NY)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Citi Global Wealth brings together the full power of Citi...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… 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 ... Private Wealth business at Neuberger Berman. This individual will be...advisory and planning capabilities at the firm. The Marketing Manager will work directly digital marketing, design and marketing… more
- TD Bank (New York, NY)
- …of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable ... maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the...an effort to interest the client in deepening their relationship with TD Wealth + Executes in… more
- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager New York, New York **Job Description:** This job is responsible for leading the overall service delivery model to ... include the bank's digital offerings and wealth management banking strategy in the market while working...regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report… more
- Bank of America (Florham Park, NJ)
- Merrill Market Client Relationship Manager Florham Park, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… 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 the ... services, focusing on strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, expanding client connectivity, retaining… more
- Citigroup (Bronx, NY)
- The Business Relationship Manager (BRM) is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales ... comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… more
- Bank of America (New York, NY)
- Sr. Relationship Manager (Employee Stock Ownership Plan) - Middle Market East Region Charlotte, North Carolina;New York, New York; Kansas City, Missouri; ... GWIM within Bank of America's risk framework. The Sr. Relationship Manager (Sr. RM) will work with...of start date) **Desired Skills:** + Experience with GWIM's wealth management solutions and platforms + Experience with BAC's… more
- TD Bank (New York, NY)
- …can provide you more specific 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...and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act), 12 USC || 5102 et seq., and… more
- Bank of America (New York, NY)
- …is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM).The Market Supervision Manager (MSM)supports the Firm's ... Merrill Market Supervision Manager NEW YORK, New York **Job Description:** Job...compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory… more
- TD Bank (New York, NY)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point ... Net Worth Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (Jersey City, NJ)
- Metadata and Controls Data Support Manager Charlotte, North Carolina;Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common ... Understanding of business process modeling, data provisioning modeling, and entity relationship modeling + Comfortable with the application of digital technology and… more
- City National Bank (New York, NY)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System… more
- Bank of America (New York, NY)
- …+ Be expert in portfolio construction topics, such as risk analytics, manager /product selection and portfolio optimization. + Utilize portfolio risk and proposal ... Regularly dialogue and partner with CIO, capital markets and product partners across manager due diligence and alternative investments to ensure the team is current… more
- Broadridge Financial Solutions (Newark, NJ)
- …Finance Collateral Management Leadership Team and report directly to the General Manager . Job Description In this role, youll collaborate with the Sales team ... long-term aim of client retention and business growth ensuring relationship map is maintained and relationship management...associates can only do their best when they feel safe , understood, and valued, and we work diligently and… more
- Bank of America (New York, NY)
- …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
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... foundations of everything we do from keeping the bank safe , managing global resources, and providing the technical tools...stakeholders. This position reports to the CSO SSR Group Manager and has joint accountability to the Global Heads… more