- HSBC (New York, NY)
- …customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth ... WRM acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually… more
- Citigroup (New York, NY)
- …Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad understanding of… more
- Citigroup (New York, NY)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst ... 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
- HSBC (Scarsdale, NY)
- …products. Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of ... role is not expected to provide securities recommendations to clients. As the Wealth Relationship Officer, you will: + Provide high quality sales support to an… more
- Citigroup (Queens, 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...power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and… more
- JPMorgan Chase (New York, NY)
- …clearing blockers for both teams, and communicating the impact of our work. Lead the relationship with our Asset Wealth Management & JP Morgan Wealth ... high-quality products that resonate with clients. As a Product Manager in Digital Channels, you are an integral part...the product strategy within Digital Channels for our Asset Wealth Management & JP Morgan Wealth Management… more
- Citigroup (New York, NY)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... negotiation skills + Effective project management skills + Effective influencing and relationship management skills + Demonstrated ability to remain unbiased in a… more
- Citigroup (New York, NY)
- …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...senior designers effectively + Work as a highly effective " manager of managers" providing guidance and opportunities for junior… more
- M&T Bank (Hauppauge, NY)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… 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 businesses. This ... accountable for driving controls testing performance and improvement initiatives. The Wealth Client Segments Performance Initiatives Leader is a subject matter… more
- Citizens (Tarrytown, NY)
- Description This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly created ... regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management. Responsibilities include: + This leader will serve as the… more
- JPMorgan Chase (New York, NY)
- …in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank, or Institutional Investor (eg, Sovereign ... follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers… more
- JPMorgan Chase (New York, NY)
- …of Life Insurance products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management, JPMorgan Advisors, and ... onboarding, along with on-going product management + Work closely with carrier relationship management team to establish and maintain strong relationships with our… more
- City National Bank (New York, NY)
- *PRIVATE BANKING WEALTH ANALYST II* *WHAT IS THE OPPORTUNITY?* Supports Private Banking client teams in delivering investment analysis and wealth planning ... specific region. Partners with Private Banking team in business development and relationship management activities to support prospects and clients. *WHAT YOU WILL… more
- Citigroup (New York, NY)
- …compensation, hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Mgmt Manager primary focus is to ensure corporate ... The Wealth Group Executive is accountable for management of...Motivates, persuades, and leads a diverse group of Advisors, Relationship Managers, and non-team partners to execute on delivering… more
- Publicis Groupe (New York, NY)
- …the products and services their customers truly value. **Overview** As a Product Manager at Publicis Sapient, you act as your clients' trusted advisor in leading ... client in maintaining competitive advantage * Build and maintain a trusting relationship with the client, teams, and vendors; develop influence without authority *… more
- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager New York, New York;New York, New York **Job Description:** This job is responsible for leading the overall service ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- Citizens (Rye, 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...a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create the Citizens… more
- Citizens (New York, NY)
- …development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent ... right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners(R) (CFPs), creating the Citizens… more
- Citigroup (Brooklyn, NY)
- **Business Relationship Manager ** The Business Relationship Manager (BRM) is responsible for proactively sourcing, acquiring, expanding, and retaining ... 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