- HSBC (Scarsdale, NY)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... activities which will contribute to the overall cost efficiency ratio. As our Wealth Relationship Officer you will: + Provide a pivotal role in supporting… more
- HSBC (New York, NY)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually valuable… more
- HSBC (New York, NY)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... a portfolio of clients. Here's what you can expect: As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in… more
- Citigroup (Huntington, NY)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... exposures on 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 the development… more
- JPMorgan Chase (New Hyde Park, NY)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- International Rescue Committee (New York, NY)
- …$4.9M). With a geographic focus on the eastern region of the United States, the Officer will serve as a relationship manager throughout the donor life cycle. ... Requisition ID: req55033 Job Title: Officer , Major Giving (East) Sector: Fundraising Employment Category:...prospects (defined as donors, prospective donors, and suspects with wealth capacity ratings of at least $100K and up… more
- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments (ie, ... client-facing) businesses. This position reports to the Wealth Client Segments Control Testing Lead, within the USPB- Wealth -Common Control Testing Utility; and… more
- Citigroup (Plainview, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- Tradeweb (New York, NY)
- Tradeweb Compliance is looking for a junior to mid-level compliance officer to support our core compliance functions across our regulated entities globally. You will ... a reporting line to a supportive and experienced compliance officer based in New York. You will have a...able to work independently + Leverage strong communication and relationship -building skills in frequent interaction with other areas of… more
- US Tech Solutions (New York, NY)
- …to perm - Hybrid Schedule: 3 days in office, 2 days WFH The Tax Officer prepares all necessary tax authority filing requirements for clients of Private Wealth ... development of tax planning strategies, articulating these to Trust Officers, Relationship Managers, clients, and other internal and external constituents. Fiduciary… more
- City National Bank (Melville, NY)
- *BUSINESS DEVELOPMENT OFFICER * WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and ... position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within… more
- Tradeweb (New York, NY)
- …with various team and departments including Legal, Onboarding, Business Development, Relationship Management Support, and HR to identify and address regulatory risks ... reimbursement towards fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately eligible for… 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 ... a limited level of direct supervision + Proven influencing and relationship management skills + Proven analytical skills **Education** + Bachelor's degree/University… more
- Morgan Stanley (New York, NY)
- …packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management* **Title:** *Client Relationship Analyst* **Location:** *New ... Client Relationship Analysts help shape the future of service...RESPONSIBILITIES: CLIENT SUPPORT * Assists Financial Advisors / Private Wealth Advisors in company with all requirements in new… more
- Citizens (New York, NY)
- …based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth… more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Relationship Analyst* ... POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients...to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through… more
- City National Bank (New York, NY)
- …auditors and/or intermediaries to complete all audits and reviews. * Coordinate with Wealth Management Chief Compliance Officer and CNR Chief Compliance ... with CNB in-house and outside counsel, Executive Management Team, Chief Investment Officer /Investment team, and WM New Product Committee. * CNR Business Team Lead… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firms employees serve clients worldwide including ... a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including… more
- Scotiabank (New York, NY)
- …results, in an inclusive and high-performing culture. **Director, Treasury Management Officer , Global Transaction Banking (Consumer Industrials and Retail - CIR)** ... an inclusive and high-performing culture. Purpose: As a Director, Treasury Management Officer (TMO) you will partner closely with Corporate & Investment Bankers… more