- MUFG (New York, NY)
- …locations - NY & LA, alternatively San Francisco, Atlanta or Boston **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both ... solutioning. As a key member of the client 's relationship team, the Senior Client Relationship Advisor serves as the client 's dedicated point… more
- M&T Bank (New York, NY)
- …interactions as well as attendance at specific events selected to optimize the client relationship . + Coordinate appropriate level of executive engagement across ... (private bankers, investment advisors, commercial banker, business banker, etc.) supporting the client as well as retention of the relationship . + Maintain… more
- TD Bank (New York, NY)
- …problem solving and identifying cross-selling opportunities that will expand and deepen client relationships with TDGIS. The Relationship Manager will also ... development opportunities within a hybrid model approach. The Director, Relationship Management is responsible for leading assigned client...interest to TDGIS and serves clients as a trusted advisor on a broad range of asset management issues,… more
- M&T Bank (Norwalk, CT)
- … relationship planning process for clients **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the ... meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Citigroup (Stamford, CT)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (Huntington, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- JPMorgan Chase (New York, NY)
- …sponsors and participants. As a Defined Contribution Investment Solution - National Account Client Advisor , you will be responsible for managing the firm's ... years in the Defined Contribution market, Institutional Investment Management sales, relationship management and client coverage + Expertise in record-keeping… more
- The Cigna Group (New York, NY)
- …contracts are critical for Cigna to achieve Affordability goals. The **Provider Contracting Senior Advisor ** is a key role in supporting the company's overall ... affordability programs, which directly address customer and client demands for lower cost and higher quality of...+ Serves as single point of accountability for business relationship to Markets, Product, Clinical, Service Operations, + Drives… more
- M&T Bank (Hauppauge, NY)
- …solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client ... and prospects. + Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations. +… more
- Bank of America (Melville, NY)
- Business Banking Relationship Manager/ Senior Relationship Manager - Long Island, New York Melville, New York **Job Description:** At Bank of America, we are ... Experience Branding + Client Management + Client Solutions Advisory + Relationship Building +...+ Risk Management This position is posted as a Senior Relationship Manager but is flexible and… more
- JPMorgan Chase (New York, NY)
- …financial advice to Government Not-for-Profit clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you. As a Business ... Relationship Manager (BRM) Senior Government Not-for-Profit in...multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive… more
- City National Bank (New York, NY)
- ** RELATIONSHIP MANAGER SENIOR ** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client...Act, Fair Lending Practices, Code of Conduct, etc.). + Client Centricity & Relationship Management - to… more
- Bank of America (New York, NY)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development ... Merrill Market Client Relationship Manager New York, New...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client … more
- Truist (New York, NY)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth ... clients. Responsible for developing and deepening client relationships through needs-based, high-level client service...working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven… more
- JPMorgan Chase (New York, NY)
- …and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Training Program, ... will be joining a collaborative and supportive team committed to building client relationships and making meaningful contributions to our business with customized… more
- MediaRadar (New York, NY)
- …the most from every sale. Join our team in the New York City office as a Senior Client Partner. where you will play a crucial role in overseeing the end-to-end ... strategy with Fortune 50 Enterprise level customers + Experience establishing and growing senior and executive level client relationships (CMO, CEO, SVP, etc.)… more
- Bank of America (New York, NY)
- …Join us! **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Private Wealth Relationship Manager supports the Financial Advisor team to further develop ... to spending more than 50% of their time on relationship management activities. Assist with and attend client...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- M&T Bank (Hauppauge, NY)
- …expertise. The position assists in overseeing all aspects of the client relationship , under the direction of the Wealth Advisor , to ensure an excellent ... in planning, core banking, investment, and Trust advisement. Teams with the Wealth Advisor to ensure high client satisfaction and provide support in the… more
- ADP (New York, NY)
- …assigned territory based on client 's needs + You have five years of client service or client relationship management experience in a fast-paced service ... ADP is hiring a **Bilingual** **Benefits Relationship Life Cycle Consultant in the NY City area to manage a book of business.** + Do you love being in front of a… more
- Citigroup (New York, NY)
- The Relationship Associate is a senior -level position responsible for assisting clients in raising funds in the capital markets, as well as in providing ... of this role is to act as a strategic advisor to our clients by formulating investment strategies and... satisfaction + Assist Banker with the preparation of relationship reviews and client portfolios + Partner… more