- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and workflow...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events… more
- Wells Fargo (New York, NY)
- …by broadening existing relationships as well as uncovering new banking clients. The Wealth Banking Senior Manager will lead a team of Bankers / Banking ... segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager ** to support the...advisors and other partners to identify, develop, and source new banking opportunities, expanding relationships with both existing and… more
- KeyBank (New York, NY)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... and legacy relationships. + Leads the onboarding process for new clients in partnership with the Family Wealth...may function as the lead contact on a UHNW relationship while engaging a Relationship Manager… more
- Citigroup (New York, 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...review your options. **Job Responsibilities:** + Build relationships with new clients with the goal of bringing in … more
- M&T Bank (New York, NY)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship ... to our fiduciary culture. Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention… more
- Citigroup (New York, NY)
- … stakeholders in implementing a relationship governance framework for Citi Wealth 's asset manager partners that aligns with Citi's firmwide commercial ... The Managing Director - Relationship Manager will partner with the...Wealth leaders to design targeted sales campaigns and new product solutions based on industry/client intelligence to maximize… more
- PNC (West New York, NJ)
- …an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in our West New York, NJ location. ... collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping… more
- US Bank (New York, NY)
- …including credit processes and policies + Strong presentation abilities + Strong relationship management, sales, and new business development skills + ... you thrive at every stage of your career. Try new things, learn new skills and discover...stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments,… more
- JPMorgan Chase (Brooklyn, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. **Job Responsibilities** +… more
- Santander US (New York, NY)
- Commercial Banking Relationship Manager Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... **We Want to Talk to You!** **The Difference You Make:** The Commercial Banking Relationship Manager will be responsible for the sales, service and retention of… more
- JPMorgan Chase (New York, NY)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through… more
- JPMorgan Chase (New York, NY)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice… 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 ... management while deepening existing relationships and leveraging referrals to acquire new relationships. **Job Responsibilities** + Manage, retain and deepen a… more
- First Horizon Bank (New York, NY)
- …time of new /renew requests. + Coordinate deal team meetings between Relationship Manager , Market President, Senior Credit Officer, and Underwriter + Finalize ... at office location listed in job posting. **Summary** Commercial Relationship Managers are the client-facing key to our core...individuals in this role are able to build pursue new clients, and ensure we deliver the highest level… more
- Citigroup (New York, NY)
- …branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment Area peers spanning ... Wealth Management, Consumer and Mortgage and initiate collaboration to...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for ... **Work Location:** New York, New York, United States...Retail and other Partners and for creating a positive relationship with Partners and driving referral activities. Responsible for… more
- Bloomberg (New York, NY)
- Senior Technical Account Manager - Semi-Liquid Funds Location New York Business Area Data Ref # 10047768 **Description & Requirements** Bloomberg runs on data. ... all the data in between. Whether a fund investor, manager , or advisor, our team provides the data, solutions,...and clients across the US semi-liquid landscape. You'll combine relationship management with technical expertise to onboard new… more
- City National Bank (New York, NY)
- …and ability to manage complex, high-profile projects end-to-end * Skilled relationship manager effective at collaborating and influencing across internal ... *SALESFORCE PRODUCT MANAGER PB* WHAT IS THE OPPORTUNITY? This position...be responsible for working with diverse stakeholders to identify new capabilities, refine processes, and prioritize initiatives for the… more