• Wealth Relationship Manager

    Citigroup (Lindenhurst, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
    Citigroup (01/10/25)
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  • Senior Wealth Advisor - Huntington Village

    Citigroup (Huntington, 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...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
    Citigroup (10/26/24)
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  • Business Banking Senior Relationship

    Bank of America (Melville, NY)
    Business Banking Senior Relationship Manager - Melville, NY Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... Management + Regulatory Compliance + Risk Management This position is posted as a Senior Relationship Manager but is flexible and can be filled as a … more
    Bank of America (01/04/25)
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