• Business Relationship Manager

    JPMorgan Chase (Monsey, NY)
    …focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business ... Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives...influence (COIs), and existing clients at their places of business . Follow a disciplined relationship development process… more
    JPMorgan Chase (10/10/24)
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  • Senior Portfolio Manager

    Tompkins Community Bank (Mount Kisco, NY)
    Overview This position is responsible for assisting the Chief Investment Officer (CIO) in developing and implementing investment strategies for Tompkins Financial ... Investment Committee. This position will partner with other TFA business development team members to exceed client expectations in...call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager more
    Tompkins Community Bank (11/15/24)
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  • Compliance Director - Citizens Private Wealth…

    Citizens (Tarrytown, NY)
    …change. This leader will support a pronounced change agenda by embedding experts and relationship managers who can understand the business needs and apply strong ... within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer . This newly created role is responsible for creating and executing a… more
    Citizens (12/15/24)
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  • Citi Wealth - Senior Wealth Advisor SAFE Act

    Citigroup (Paramus, NJ)
    …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) +...limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
    Citigroup (12/14/24)
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