- HSBC (New York, NY)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... a portfolio of clients. Here's what you can expect: As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in… more
- CIBC (New York, NY)
- …and relationship -oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which primarily focuses on ... We're building a relationship -oriented bank for the modern world. We need...to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these… more
- JPMorgan Chase (New York, NY)
- …gross estate of the decedent for estate tax purposes, it is the Estate Officer 's role to oversee the administration of the estate or terminating includable trust. ... their advisors * Ability to work in a team-based environment. Client Relationship Management * Estate Officers must develop relationships with beneficiaries and… more
- Citigroup (Queens, NY)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- Citigroup (New York, NY)
- …AML laws and regulations. **Role** The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- JPMorgan Chase (New York, NY)
- …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) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust Operations ... and is part of the Chief Operating Officer organization. The individual plays a key role as...role liaises with several internal teams including Information Technology, Relationship Managers and Client Service teams, Compliance, Legal and… more
- CIBC (New York, NY)
- …and foundations. The Business Development Officer works closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals ... investment policies and strategies of the organization. + In partnership with Relationship Managers, Investment and Wealth Specialists and other sales… more
- Citigroup (New York, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). * * **Job:** ** Wealth Management* **Title:** *Institutional Service Officer - VP* ... Graystone Consulting, Retirement & Nonqualified Deferred Compensation Solutions (RS) and Wealth Management Operations. IIS is responsible for all client service… more
- Morgan Stanley (New York, NY)
- …credit, market, liquidity, model and other risks. - Responsible for coverage of the Wealth Management (WM) Ultra High Net Worth / Tailored Lending (TL) business unit ... Liquid / Alternatives / Unsecured portfolios. Must escalate material individual relationship or portfolio observations promptly. - Ensure timely review and challenge… more
- BlackRock (New York, NY)
- …funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Currently, MASS manages over $1 trillion in ... and manages active asset allocation strategies and Outsourced Chief Investment Officer (OCIO) solutions using Blackrock and third-party managers across public and… more
- Citigroup (Bronx, NY)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- Citizens (Valley Stream, NY)
- …based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth… more
- Morgan Stanley (Short Hills, NJ)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Relationship Analyst ... mutual funds, annuities, insurance, and managed accounts *Reports To:* * Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is… more
- Morgan Stanley (New York, NY)
- …and reports on credit risk exposures on a regular basis to the Chief Risk Officer and senior management. CRM also interacts with business units to ensure that credit ... risk assessments are factored into business decisions. Position Description Morgan Stanley Wealth Management is seeking qualified candidates for a position in WM… more
- City National Bank (New York, NY)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. + Utilize,… more
- TIAA (New York, NY)
- …in the United States. Business lines consists of Institutional Retirement, Wealth , Broker-Dealer, TC Funds, Life Insurance, Nuveen affiliates, and education savings. ... relevant business unit management and report results and issues to the TIAA BSA/AML Officer for further action. + Working with the business lines to create and… more
- S&P Global (New York, NY)
- …Commodity Insights Location: New York, London, or Houston Reports to: Chief Experience Officer About the Role We seek a dynamic Marketing leader with experience ... through significant transformation and change. Reporting directly to the Chief Experience Officer (CXO), this role will lead, motivate, and further develop a team… more
- Citigroup (New York, NY)
- …Compliance Risk Management ("ICRM") functions, Finance/Treasury and the Chief Operating Officer as well as the Markets, Services, Banking and International, Personal ... Banking & Wealth Management and Legacy Franchises businesses. The BRL Group...requirements. This Group also serves as one of the relationship managers for legal and policy issues with US… more