- KeyBank (Tarrytown, NY)
- …on assembled team. If needed engages the Market Leader or other Relationship Manager based upon complexity of the client relationship . + Develops a ... and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center...(or 63 & 65) (preferred) **Tactical Skills** + Excellent client relationship and superior partnering skills. +… more
- KeyBank (Tarrytown, NY)
- …expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... relationship team to execute and advise on the client 's needs. The RM is responsible for serving high...analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager… 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
- 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 ... 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 City, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Manager SAFE Act is a...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning… more
- GAF (Stamford, CT)
- …and genuine care provided by our Strategic Account Managers. As a Strategic Account Manager , you too can grow with the proven winning GAF culture that delivers ... industry-leading results! **Job Summary** GAF is seeking a Strategic Account Manager to build and strengthen relationships with large national roofing companies.… more
- Vaco (Shelton, CT)
- …Industry Analysts (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007! **Vaco** provides elite, senior-level ... and empowerment. **A Day in the Life** Your CFO client just called. Her accounting department could really use...upcoming audit. Or maybe she needs a seasoned project manager to lead a merger integration. As Business Development… more
- Citigroup (Greenburgh, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more
- HUB International (Fairfield, CT)
- …join our New Business Team. This position will work closely with industry leading Private Client Executive to assist with meeting clients and potential clients ... as well as serve as a key relationship manager for High Net Worth clients....Proven ability and experience with new business placement with private client carrier market as well as… more