- HSBC (New York, NY)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… more
- 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 ... acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually valuable… more
- City National Bank (New York, NY)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, ... as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment… more
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- Citigroup (New York, 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
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. The US CIBC Private...brand, while helping CIBC become a strong, innovative and relationship -oriented bank. **What You'll Be Doing:** The PWG Executive… 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
- International Rescue Committee (New York, NY)
- Requisition ID: req56361 Job Title: Senior Officer , Strategic Philanthropy Sector: Fundraising Employment Category: Regular Employment Type: Full-Time Compensation: ... dynamic and innovative leader to join our Philanthropy Team. The Senior Officer , Strategic Philanthropy, will establish and implement the overarching strategy and… 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
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer , Global Transaction Banking - Houston **Requisition ID:** 213419 **Salary Range:** 117,400.00 - 224,700.00 _Please ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - Houston, TX** Global Transaction Banking… more
- Citigroup (Newark, NJ)
- 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
- City National Bank (New York, NY)
- …a member of the investment research team reporting to the Chief Investment Officer with a focus on supporting firm-wide asset allocation and investment strategy and ... support firm-wide investment strategy and asset allocation using quantitative wealth management models (portfolio optimization, rebalancing, tax-loss harvesting, monte… more
- BlackRock (New York, NY)
- …of service delivery, and onboarding teams bringing new business onto our platform, ** Wealth ** , differentiated capability for both Whole Portfolio and Wealth ... scale and evolve BlackRock's overall client servicing capabilities. **Client Service Officer Role Overview** Client Service Officers "CSOs" are dedicated client… more
- Neuberger Berman (New York, NY)
- …client service and administrative / operational support to a Senior Fiduciary Officer in the administration of trust, estate, and investment management accounts. ... **Responsibilities:** + Communicate directly with Private Wealth clients to build and deepen relationships. + Receive and fulfil client requests for distributions,… more
- BlackRock (Princeton, NJ)
- …of service delivery, and onboarding teams bringing new business onto our platform, ** Wealth ** , differentiated capability for both Whole Portfolio and Wealth ... build scale and evolve BlackRock's overall client servicing capabilities. **Client Service Officer Role Overview** CSOs are dedicated client servicing leads for an… more
- Scotiabank (New York, NY)
- …results, in an inclusive and high-performing culture. **Director, Treasury Management Officer , Global Transaction Banking (Consumer Industrials and Retail - CIR)** ... an inclusive and high-performing culture. Purpose: As a Director, Treasury Management Officer (TMO) you will partner closely with Corporate & Investment Bankers… more
- Scotiabank (New York, NY)
- …PERSON MAY PROVIDE DOCUMENTARY EVIDENCE BEARING ON THE APPLICATION TO THE REGIONAL CERTIFYING OFFICER OF THE US DEPARTMENT OF LABOR TO: Certifying Officer US ... with respect to operational, compliance, AML/ATF/sanctions, and conduct risk. Relationship management and cross collaboration including: Coordinate with the various… more
- Bank of America (New York, NY)
- …on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... experience in private banking (ultra high-net-worth space), business development and relationship management + Significant knowledge of banking and credit: general… more
- Scotiabank (New York, NY)
- …This role contributes to the overall success of the Office of the Chief Operating Officer in the United States and the US Operations of the Bank of Nova Scotia. ... to the US for consolidated oversight. **What You'll Do** Serves as a Relationship Manager to Business Continuity Plan Owners and Approvers: + Champions a customer… more
- First Horizon Bank (New York, NY)
- …Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working closely with the TMSO, ... necessary. + Assist team in providing training and market support to the relationship management team. + Maintain sales materials and performs other duties as… more