- HSBC (Scarsdale, NY)
- …The role is not expected to provide securities recommendations to clients. As the Wealth Relationship Officer , you will: + Provide high quality sales ... Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of the overall … 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
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- Citigroup (New York, 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
- Citizens (Tarrytown, NY)
- …impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer . This newly created role is responsible ... Officer for a portfolio of regulations related to investments/ wealth management/trust activities within Citizens Private Wealth . Providing compliance… more
- US Bank (New York, NY)
- …FINRA and SEC rules and regulations + Expertise in executive management, wealth management, sales & relationship management, people management, and ... what you excel at-all from Day One. **Job Description** The President, Affluent Wealth Management/USBI & USBA CEO is responsible for leading approximately 1,300 team… 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 York, 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)
- Requisition ID: req56361 Job Title: Senior Officer , Strategic Philanthropy (DAFs), Sector: Fundraising Employment Category: Regular Employment Type: Full-Time ... dynamic and innovative leader to join our Philanthropy Team. The Senior Officer , Strategic Philanthropy, will establish and implement the overarching strategy and… more
- Citigroup (New York, NY)
- …exceeding client's needs + Open, link, and close accounts. Coordinate with Relationship Officer /Private Banker to obtain approval on account openings, ... **Job Summary** A Service Officer provides service support to the Citi Private...**Service Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance… more
- Citigroup (New York, 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
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer - Global Transaction Banking **Requisition ID:** 211413 **Salary Range:** 117,400.00 - 224,700.00 _Please note that ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - New York, NY** Global Transaction… more
- Scotiabank (New York, NY)
- Associate, Treasury Management Officer , Global Transaction Banking **Requisition ID:** 211199 **Salary Range:** 90,000.00 - 167,200.00 _Please note that the Salary ... in an inclusive and high-performing culture. **Position: Associate, Treasury Management Officer , Global Transaction Banking - New York, NY** Global Transaction… more
- Morgan Stanley (New York, NY)
- …Client Onboarding & Due Diligence (COBDD) Chief Administration Office Director in Wealth Management Operations to provide support across the COBDD organization and ... Advanced Specialist position at Director level within the Client Service & Relationship Management, which is responsible for managing internal and external client… more
- City National Bank (Melville, NY)
- *BUSINESS DEVELOPMENT OFFICER * *Long Island Branch - Melville, NY* WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales ... position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within… more
- Citigroup (Bronx, NY)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- Morgan Stanley (New York, NY)
- …packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management* **Title:** *Client Relationship Analyst* **Location:** *New ... POSITION SUMMARY Client Relationship Analysts help shape the future of service...RESPONSIBILITIES: CLIENT SUPPORT * Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment… more
- Citizens (Bronxville, 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
- 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
- Tompkins Community Bank (Mount Kisco, NY)
- Overview This position is responsible for assisting the Chief Investment Officer (CIO) in developing and implementing investment strategies for Tompkins Financial ... to ensure proper investment documentation. + Provide supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust Department manager(s) by… more