- Citigroup (Glen Head, NY)
- … wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Manager SAFE Act is a seasoned professional role. ... 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
- Citigroup (Stamford, CT)
- …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, ... the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… 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
- TD Bank (White Plains, 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
- 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 the ... services, focusing on strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, expanding client connectivity, retaining… more
- US Bank (Greenwich, CT)
- …strong and stable, and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and are making significant ... soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM). **Basic Qualifications** - Bachelor's degree, or equivalent… more
- Broadridge Financial Solutions (New York, NY)
- …customers and ultimately build customer value. Were seeking a Senior Director Business Manager to join our stellar team. You would be responsible for providing ... the Investment Management Technology organization within Global Engineering. As a business manager , you play an important role in the execution of the organizational… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... establish or improve their credit, create a budget, open or transition to safe and affordable bank accounts, and more. Clients seeking assistance with consumer… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... foundations of everything we do from keeping the bank safe , managing global resources, and providing the technical tools...stakeholders. This position reports to the CSO SSR Group Manager and has joint accountability to the Global Heads… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... foundations of everything we do from keeping the bank safe , managing global resources, and providing the technical tools...team. This position reports to the CSO SSR Group Manager and has joint accountability to the Global Heads… more
- Kiewit (New York, NY)
- …best practices for all projects that we support. Our participation leads to safe , cost effective, and innovative designs that achieve client expectations and further ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… more