- 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 (Merrick, 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
- M&T Bank (Hauppauge, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... revenue growth including the acquisition of new business and the ongoing relationship management , growth and retention of our existing clients.… more
- Citigroup (New York, NY)
- …an elevated financial relationship with a higher level of service and wealth management . Citi Private Bank is dedicated to serving the world's wealthiest ... making a positive impact on the communities we serve. Wealth brings together the full power of Citi to...management skills + Ability to partner directly with senior business stakeholders or clients, and "speak their language"… 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
- Citigroup (New York, NY)
- …other business units at Citi working closely with key stakeholder inside and outside Wealth . + Responsible for business management and planning for the ICE ... contact within the ICE organization for any cross functional Wealth or Citi-wide programs (eg, expense management ...and manage strong relationships with a diverse group of senior stakeholders across Internal Wealth and various… more
- JPMorgan Chase (New York, NY)
- …ReEntry Overview page for further information regarding the Program. JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader ... in investment and wealth management . Its clients include institutions, high-net-worth...financial markets + Demonstrated aptitude for sales and client relationship management + Superior multi-tasking; strong organizational… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... a regular basis to the Chief Risk Officer and senior management . CRM also interacts with business...Morgan Stanley is seeking a candidate to join the Wealth Management Credit Analytics team to lead… 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)
- …of work file and/or other trackers maintained by this individual to assist senior management decision making and execution. + Research week-over-week gaps and ... The Wealth Client Segments Control Testing Utility is responsible...communication, written and presentation skills. + Strong people and relationship management skills with the ability to… more
- Publicis Groupe (New York, NY)
- …preferred * 5+ years in financial services industry preferred. * Experience in asset/ wealth management Set Yourself Apart With: * Certified SAFe Product ... client in maintaining competitive advantage * Build and maintain a trusting relationship with the client, teams, and vendors; develop influence without authority *… more
- WTW (New York, NY)
- …the solution, and to adapt the solution to reflect geographical nuances. **Lead Relationship Management (20%)** + Annual growth in LRM client portfolio + ... lead opportunities across all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and solve complex issues.… more
- JPMorgan Chase (New Hyde Park, 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
- Bank of America (Melville, NY)
- … + Regulatory Compliance + Risk Management This position is posted as a Senior Relationship Manager but is flexible and can be filled as a Relationship ... Business Banking Senior Relationship Manager - Melville, NY...throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with… more
- Bank of America (New York, NY)
- …leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the ... with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more
- TD Bank (New York, NY)
- …guidance and independent challenge US Wealth is a fully integrated wealth management business that provides products and services (designed for ... advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent… 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
- Citigroup (Queens, NY)
- …assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management , Mortgage) + Partner with cross retail segment Area peers ... spanning Wealth Management , Consumer and Mortgage and initiate...Accountable to scorecard metrics and KPI's as defined by Senior Management + Support the development of… more
- S&P Global (New York, NY)
- …relationships with Asset Owners - Insurance Companies, Pension Funds and their advisors, Sovereign Wealth Funds etc. - as being key to our success to execute on the ... efforts by other Market Outreach colleagues, initially including EMEA Investment Management Firms (Asset Managers of Insurers), and Global Sovereign Wealth… more
- Broadridge Financial Solutions (New York, NY)
- …come join the Broadridge team. We are currently seeking a Vice President, Client Relationship Management Proxy Solutions to join our dynamic team. In this role, ... Minimum of 10 years of experience in Mutual Fund and/or Alternative Investment proxy management or related experience inside a top tier Asset Management firm. +… more