- Citizens (New York, NY)
- …continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you ... a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and… 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
- Bank of America (New York, NY)
- Private Client Manager II...relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... credit deals + Grows book balances and Year over Year revenue + Partners with and mentors Private Client Managers on more complex products and client … more
- CIBC (New York, NY)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Regional Manager , East Region, will be ... We're building a relationship -oriented bank for the modern world. We need...of experienced private banking advisors, market managers, private bankers and associates to drive client … 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
- KPMG (New York, NY)
- **Business Title:** Manager , Strategy/ Private Equity **Requisition Number:** 119410 - 68 **Function:** Advisory **Area of Interest:** **State:** NY **City:** New ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In… more
- Deloitte (New York, NY)
- …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
- Amazon (New York, NY)
- …make investments that best address their campaign objectives. We are seeking a Operations Manager for the North America Supply Desk team. In this role, you will ... partner with buyers to execute on private marketplace deal curation and creation. You will also...Basic Qualifications - 6+ years of digital advertising and client facing roles with a focus on data analysis… 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 ... individuals and families within a specific region. Partners with Private Banking team in business development and relationship...of investment and financial markets database tools. * Assist Private Banking client teams in performing wealth… more
- Citigroup (New York, 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 Mgmt. (Branch) Sr. Analyst SAFE Act is a… more
- JPMorgan Chase (New York, NY)
- …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
- Citigroup (New York, NY)
- …Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships with 3rd ... and manage core activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an important role in… more
- Aflac (New York, NY)
- …and external managers to address and resolve issues. + Assist primary relationship manager with external service providers and/or external managers involved ... Private Asset Operations Analyst The Company: Aflac Asset...proactively work on solutions with minimal supervision + Strong client facing, interpersonal and communication skills (written and verbal)… more
- S&P Global (New York, NY)
- …new rating opportunities across the Private Markets space + Develop relationship overviews for the largest Alternative Asset Manager relationships and update ... Markets Sales, North America in the maintenance of existing client relationships, origination of new sales opportunities, and coordination...experience at either a rating agency, bank or asset manager + Experience in Private Markets (ie… 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
- HSBC (New York, NY)
- …investors, our communities and the planet we all share. As a Senior Relationship Manager , you will acquire maintain, and grow profitable long-term relationships ... generate new AUM and Gross Revenue. Here's what you can expect: Combine client relationship management with strong risk assessment and management capabilities… more
- Citigroup (New York, NY)
- …the financial services industry is preferable **Travel (YES/NO)** No **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time ... our client 's needs and expectations. + Actively supports a Private Banker in delivering consistently high-quality banking, credit, trust, fiduciary, capital… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... and dynamic individual to join our team as the Head of Performance and Client Reporting. The successful candidate will be responsible for overseeing all aspects of… more
- Jacobs (New York, NY)
- …team communication. Responsible for the project overall health; financials, team effectiveness, client relationship , safety, and quality. You will embody our ... We are seeking a driven and client -focused Senior Design Project Manager to...constant. * Fosters a commitment to external and internal client service. * Develops a positive relationship … more
- KPMG (New York, NY)
- …financial information and experience managing multiple client engagements and client service teams Additional Qualifications for Senior Manager : + minimum ... **Business Title:** Manager /Senior Manager , NYFS Real Estate Tax...contact for internal and external clients; build and handle client relationships by advising them and being responsible for… more