- Citigroup (Bronxville, NY)
- …in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies ... Citi Global Wealth brings together the full power of Citi...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events… more
- Citigroup (Greenburgh, 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
- Publicis Groupe (New York, NY)
- …Experience in asset/ wealth management Set Yourself Apart With: * Certified SAFe Product Owner/Product Manager designation * Certified Agile Product ... the products and services their customers truly value. **Overview** As a Product Manager at Publicis Sapient, you act as your clients' trusted advisor in leading… more
- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager New York, New York;New York, New York **Job Description:** This job is responsible for leading the overall service ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- Bank of America (Paramus, NJ)
- Sr. Relationship Manager - Global Commercial Banking/Non-Bank Financial Institutions Iselin, New Jersey;Paramus, New Jersey **Job Description:** At Bank of ... Global Commercial Bank ("GCB") is looking to add a Relationship Manager ("RM") in the New Jersey...Credit, Global Markets products, Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. The GCB NBFI… more
- Citigroup (Stamford, CT)
- The Business Relationship Manager (BRM) is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales ... comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and ... relationship support for Relationship Managers and Investment...portfolio to seek ways to Retail, Commercial and other Wealth Partners + Executes in a manner that is… more
- KPMG (New York, NY)
- **Business Title:** Manager /Senior Manager , Asset Management International Tax **Requisition Number:** 119502 - 68 **Function:** Tax Services **Area of ... for as a firm KPMG is currently seeking a Manager /Senior Manager to join our International Tax...on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors + Assist… more
- Broadridge Financial Solutions (New York, NY)
- …and ultimately build customer value. Were seeking a Senior Director Business Manager to join our stellar team.You would be responsible for providing operational ... and Customer Communications Engineering organization within Global Engineering. As a business manager , you play an important role in the execution of the… more
- US Bank (New York, NY)
- …will include:** + Supporting senior Portfolio Managers and partnering with Relationship Managers to successfully manage and grow a portfolio of subscription ... types, including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, other institutional investors, and high-net-worth investors +… more
- Scotiabank (New York, NY)
- Senior Manager / Director, US Leveraged Finance Credit Risk **Requisition ID:** 211771 **Salary Range:** 180,000.00 - 301,500.00 _Please note that the Salary Range ... to ensure that Scotiabank's expansion into non-investment grade is conducted in a safe and sound manner; + Assess proposed leveraged finance transactions and monitor… more
- Neuberger Berman (New York, NY)
- …and investment management accounts. **Responsibilities:** + Communicate directly with Private Wealth clients to build and deepen relationships. + Receive and fulfil ... + Act as a liaison between clients, beneficiaries, and co-trustees and their Wealth Advisors and Portfolio Managers. + Work with clients and their advisors to… more
- Bank of America (Stamford, CT)
- …to make a difference. Join us! **Job Description:** Working with Portfolio Manager (s), establish and execute a risk based coverage plan for specific portfolio(s). ... agencies. The Portfolio Specialist works together with the Credit Review Portfolio Manager (s) to establish and execute a risk-based coverage plan for a specific… more
- Neuberger Berman (New York, NY)
- …corporate-level NB YouTube and Instagram channels with specific support for NB Private Wealth . * Function as the primary relationship owner for our global ... on social media plans for a more impactful global launch. * Own relationship with social agency partners, implementing and evolving our social playbook. * Build… more