- JPMorgan Chase (New York, NY)
- …focused, enjoy building 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) in Business Banking, you'll be helping to improve the lives...influence (COIs), and existing clients at their places of business . Follow a disciplined relationship development process… more
- Citigroup (New York, NY)
- …all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager + Develop and maintain an extensive knowledge in the ... diligence, structuring and documentation, and portfolio monitoring. As part of the business and in direct partnership with relationship coverage bankers, Funds… more
- Citigroup (Jersey City, NJ)
- …testing of controls that are designed and owned by Citi's Wealth departments. The Business Risk Officer is a strategic professional who stays abreast of ... Private Bank, operates in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and...counsel related to the technology or operations of the business . Responsible for supporting their manager in… more
- Educational Alliance, Inc. (New York, NY)
- …thoughtful cover letter to Chief Development Officer - Sandler Search (loxo.co) (https://app.loxo.co/job/MTM0OTMtdDhzNG85OW1iN2Zpejd3MQ%3D%3D?t=1727460445420) ... Educational Alliance seeks a Chief Development Officer ("CDO") to build, develop and manage a comprehensive...ideal opportunity for an experienced and strategic fundraiser and relationship builder to drive a high-performing fundraising program and… more
- City National Bank (New York, NY)
- …support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , CBS Manager , or Credit Manager 's request ... *CREDIT OFFICER SENIOR CB* WHAT IS THE OPPORTUNITY? Participates...resources. * Provides balanced and appropriate credit guidance to Relationship Manager and Manager and… more
- AIG (New York, NY)
- VP, Underwriting & Referral Officer - Group Captives Who we are American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 ... and provide for retirement security. Get to know the business AIG has over 50 years of experience providing...About the role The VP, Underwriting and Referral Underwriting Manager would be responsible for a broad spectrum of… more
- Amalgamated Bank (New York, NY)
- …Estate (CRE) lending platform based out of the Bank's New York City office. This Credit Officer role reports to the Senior Credit Officer (SCO) for CRE. The role ... appraisals, environmental reports, and property condition reports + Work with the Relationship Managers to obtain missing and necessary information to underwrite the… more
- US Tech Solutions (New York, NY)
- …to minimize overall estate and income taxes, with support from the Senior Tax Officer . Analyze tax matters and drive appropriate business decisions by making ... JOB DESCRIPTION Manager Notes: - In this role, experience with...3 days in office, 2 days WFH The Tax Officer prepares all necessary tax authority filing requirements for… more
- Citigroup (New York, NY)
- …raise concerns through IMPACT Concerns or QUEST Observation Logs based on the Business . + Creates materials for Operational Risk Forums (ORF) and senior meetings as ... to drive control testing's success in support of the business 's strategy. + Appropriately assesses risk when business...the department where needed and as directed by their manager . **Qualifications:** + 5+ years relevant experience, 3+ years… more
- BMO Financial Group (New York, NY)
- …I&CB, and necessary registrations across all US groups. Works with business /group and internal partners to ensure regulatory, corporate and fiduciary obligations ... are met. Advises business /group on implications of new regulatory developments or internal...a compliance field. + Proficient in communication, critical thinking, relationship management, organization and project management skills. + Technical… more
- HSBC (Chatham, NJ)
- …Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with ... 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… more
- HSBC (New York, NY)
- …Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with ... and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep,...business + Self-Motivated and Self-driven individual with strong relationship and communications skills. + Good understanding of how… more
- Citizens (New York, NY)
- …development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and ... thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private Client...not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide… more
- City National Bank (New York, NY)
- …OPPORTUNITY? The Senior Business Control Manager will report into the Business Control Officer of Commercial Banking to manage and participate in the ... *SENIOR BUSINESS CONTROL MANAGER - CAPITAL MARKETS*...with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to… more
- JPMorgan Chase (New York, NY)
- Join our dynamic Investments Business Management team to support the Latin America and Global Families Group Head of Investments. We seek a motivated professional ... within the Latin America and Global Families Group Investments Business Management Team, you will collaborate with the Latin...will act as a trusted advisor and Chief Operating Officer to regional and market front office leadership teams,… more
- Bank of America (New York, NY)
- …Standard Operating Procedures (SOPs). As a member of an FLU or CF C&OR officer team, the C&OR Manager is accountable for proactive identification, management and ... challenge FLU and CF leaders to support the CORM Program objectives, balancing business strategy with appropriate controls. The C&OR Manager proactively engages… more
- City National Bank (New York, NY)
- *DIRECTOR BUSINESS AFFAIRS* *WHAT IS THE OPPORTUNITY?* This position provides overall management of significant City National Rochdale (CNR) projects on a firm-wide ... scale crossing multiple business units. Projects may cover a broad range of...and compliance framework. This position functions as a team manager , develops staff and manages deployment of resources. *What… more
- City National Bank (New York, NY)
- …families within a specific region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ... *CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point...* Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored… more
- Deloitte (Morristown, NJ)
- …to life? If so, you may be a great fit for our SailPoint Alliance Manager role. You will have the opportunity to establish and nurture executive level relationships ... within the Alliance Leadership team. Those activities include: + Relationship Management - Establish, manage, and support a meeting...+ Alliances Operations - Act as the "Chief Operating Officer " of the alliance: + Maintain the strategic alliance… more
- Bank of America (New York, NY)
- …on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... Private Client Manager II New York, New York **Job Description:**...15+ years' experience in private banking (ultra high-net-worth space), business development and relationship management + Significant… more