- TD Bank (White Plains, NY)
- …more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch ... the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the central point of… more
- Citizens (New York, NY)
- …continuous coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage ... long term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private … more
- Bloomberg (New York, NY)
- …of Pricing, Reference, and Alternative data. We are looking for a Content Relationship Manager passionate about developing and commercializing our strategic ... that enables our customers to make fast and inquisitive investment decisions. Our Relationship Managers lead the sourcing, negotiation, acquisition and promotion… more
- M&T Bank (New York, NY)
- …individualized career pathing for our staff including leadership, project related, client relationship , operations and analytics roles. **Education and ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- CIBC (New York, NY)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Relationship Manager , you will be accountable to grow direct ... **Employment Type** Regular **Weekly Hours** 40 **Skills** Business Development, Client Relationship Management, Customer Experience (CX), Ensure Compliance,… more
- M&T Bank (New York, NY)
- …for team members to participate in. You'll gain experience by: + Supporting the Relationship Manager with oversight of client relationships + Performing ... individualized career pathing for our staff including leadership, project related, client relationship , operations and analytics roles. **Education and… more
- Deloitte (Stamford, CT)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As...papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to… more
- Neuberger Berman (New York, NY)
- **Summary:** As a member of a Private Asset Management team within NB Private Wealth, the Senior Relationship Manager (SRM) is responsible for leading ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- City National Bank (New York, NY)
- ** RELATIONSHIP MANAGER SENIOR - DEPOSITS** **WHAT IS THE OPPORTUNITY?** The Deposits Relationship Manager develops and manages relationships across the ... with product experts from throughout the bank. The Deposits Relationship Manager will be expected to deploy...of Treasury products and services. + Monitor and analyze relationship results and deposit account activities. Determine client… more
- Citigroup (Glen Head, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...workplace through Citi Global Wealth at Work. The Wealth Relationship Manager SAFE Act is a seasoned… more
- Citigroup (New York, NY)
- Citigroup Global Markets Inc. seeks a Relationship Manager for its New York, NY location. Duties: Work closely with the senior team to facilitate private ... positioned to provide workable solutions. Build connectivity and key relationships with client seniors for maximum relationship impact. Utilize analytical skills… more
- JPMorgan Chase (Shelton, CT)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
- Morgan Stanley (Purchase, NY)
- …partners Experience: * Minimum of 5 years' experience with an investment, commercial or private bank * 4 years of client service, business development and/or ... insurance, retirement and trust services. We are seeking a high potential candidate ("Virtual Private Banking Specialist" or "VPBS") to join our Sales Team in the … more
- JPMorgan Chase (West Harrison, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… more
- Santander US (New York, NY)
- Community Development Finance Relationship Manager Country: United States of America **Summary** The Community Development Finance Relationship Manager ... profitability while minimizing risk. Candidate also acts as a primary business relationship owner for new, complex community development transactions with a focus on… more
- S&P Global (New York, NY)
- …new rating opportunities across all Private Markets sect + Develop relationship overviews for the largest Alternative Asset Manager relationships and update ... & their great personalities all the time. **The Role:** The Associate Director - Private Markets is responsible for supporting the Head of Private Markets Sales,… more
- Citigroup (New York, NY)
- …affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi ... The Wealth Private Bank (ex-Trust) Control Testing Team is responsible...Wealth at Work. This position reports to the Wealth Client Segments Control Testing Head within the Citi COO… more
- HSBC (New York, NY)
- …countries managing over 35,000 subsidiary client relationships. The ISB Senior Relationship Manager a portfolio of ISB customers, with accountability for ... HSBC network with the end goal to deepen our relationship with our clients. The ISB business is a...+ Global Payments Services, Global Banking & Markets, Global Private Banking and Global Asset Management + High level… more
- CBRE (New York, NY)
- …This role would also benefit from in-depth understanding of SalesForce and other client relationship management platforms and how best to utilize this platform ... Digital Product Manager ( Client Services) Job ID 175538...teams, adhering to industry recognized frameworks. + Expertise in client relationship management product management and experience… more
- Sponsors for Educational Opportunity (SEO) (New York, NY)
- Title: Client Services Manager Department: SEO Career Report to: Assistant Director, Partner Relations Compensation: $70,500 - $85,000 (Annually) FLSA: Exempt ... welcome to apply to our programs. POSITION OVERVIEW The Client Services Manager is a strategic and...In this role, you will manage the end-to-end partner relationship for ~40 by collecting partner requisitions, communicating partner… more