- Citigroup (Bronxville, NY)
- …in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies ... 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
- US Bank (New York, NY)
- …skills and discover what you excel at-all from Day One. **Job Description** The Wealth Management Banking Manager is accountable for all aspects of Insurance ... Shared responsibility for soliciting, developing, managing and retaining client relationship for Wealth Management. **Basic Qualifications** - Bachelor's… more
- Citigroup (Greenburgh, 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...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
- Publicis Groupe (New York, NY)
- …Experience in asset/ wealth management Set Yourself Apart With: * Certified SAFe Product Owner/Product Manager designation * Certified Agile Product ... 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… 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
- TD Bank (New York, NY)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... in the high net worth segment. The Private Client Relationship Manager II will serve as the...of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, … more
- Citigroup (New York, 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
- Bank of America (Albany, NY)
- Business Banking Relationship Manager /Senior Relationship Manager - Albany, New York Albany, New York **Job Description:** At Bank of America, we are ... Management + Regulatory Compliance + Risk Management This position is posted as a Senior Relationship Manager but is flexible and can be filled as a … more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Broadridge Financial Solutions (New York, NY)
- …and ultimately build customer value. Were seeking a Senior Director Business Manager to join our stellar team.You would be responsible for providing operational ... and Customer Communications Engineering organization within Global Engineering. As a business manager , you play an important role in the execution of the… more
- Neuberger Berman (New York, NY)
- …and investment management accounts. **Responsibilities:** + Communicate directly with Private Wealth clients to build and deepen relationships. + Receive and fulfil ... + Act as a liaison between clients, beneficiaries, and co-trustees and their Wealth Advisors and Portfolio Managers. + Work with clients and their advisors to… more
- Neuberger Berman (New York, NY)
- …corporate-level NB YouTube and Instagram channels with specific support for NB Private Wealth . * Function as the primary relationship owner for our global ... on social media plans for a more impactful global launch. * Own relationship with social agency partners, implementing and evolving our social playbook. * Build… more
- Berkshire Bank (Whitesboro, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to...Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient… more
- Arrow Financial Corporation (Latham, NY)
- …Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable. ... appropriate to co-workers and customers. > Act in Branch Manager 's absence as needed. What you will need to...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more