- M&T Bank (Norwalk, CT)
- … relationship planning process for clients **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the ... meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Citigroup (Stamford, CT)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (Huntington, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- TD Bank (New York, NY)
- …problem solving and identifying cross-selling opportunities that will expand and deepen client relationships with TDGIS. The Relationship Manager will also ... development opportunities within a hybrid model approach. The Director, Relationship Management is responsible for leading assigned client...interest to TDGIS and serves clients as a trusted advisor on a broad range of asset management issues,… more
- Morgan Stanley (New York, NY)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Executive Director International Senior Lending Advisor (ILA) * **Location:** *New ... expanded the suite of world-class banking and lending solutions for International Client Advisors ("ICA") and their clients. In addition to the Firm's comprehensive… more
- JPMorgan Chase (New York, NY)
- …sponsors and participants. As a Defined Contribution Investment Solution - National Account Client Advisor , you will be responsible for managing the firm's ... years in the Defined Contribution market, Institutional Investment Management sales, relationship management and client coverage + Expertise in record-keeping… more
- Bank of America (New York, NY)
- … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor ... Credit Solutions Advisor - Rockefeller Center New York, New York...expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This… more
- Truist (Greenwich, CT)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth ... clients. Responsible for developing and deepening client relationships through needs-based, high-level client service...working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven… more
- Bank of America (Melville, NY)
- Business Banking Relationship Manager/ Senior Relationship Manager - Long Island, New York Melville, New York **Job Description:** At Bank of America, we are ... Experience Branding + Client Management + Client Solutions Advisory + Relationship Building +...+ Risk Management This position is posted as a Senior Relationship Manager but is flexible and… more
- Bank of America (New York, NY)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development ... Merrill Market Client Relationship Manager New York, New...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client … more
- Charles Schwab (New York, NY)
- …of efficiency and profitability, focusing on growth and retention. As a Senior Relationship Manager, you will effectively coordinate with Service, Marketing, ... **Your opportunity** Schwab Advisor Services, the industry leader of custodial, operational,...is seeking an innovative, results-driven individual to serve as Relationship Manager in the North East Territory. Our heritage… more
- Bank of America (New York, NY)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Market Client Relationship Manager New York, New...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client … more
- Bank of America (New York, NY)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... and reporting on client satisfaction + Attends client review meetings to assist with relationship ...escalations + Assists the Financial Advisor team and/or Senior Business Managers in… more
- Bank of America (New York, NY)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... and reporting on client satisfaction + Attends client review meetings to assist with relationship ...escalations + Assists the Financial Advisor team and/or Senior Business Managers in… more
- Citizens (New York, NY)
- Description The Senior Relationship Manager (RM) is the central contact person for Middle Market clients and is responsible for representing Citizens Bank well ... in the Community. He/she will be the Relationship quarterback and be responsible for the delivery and...services through cross-sell partners and acts as a trusted advisor to the client 's executive management team.… more
- Citigroup (New York, NY)
- The Relationship Associate is a senior -level position responsible for assisting clients in raising funds in the capital markets, as well as in providing ... of this role is to act as a strategic advisor to our clients by formulating investment strategies and... satisfaction + Assist Banker with the preparation of relationship reviews and client portfolios + Partner… more
- Citigroup (New York, NY)
- …partner to senior management or key regional management and/or primary advisor to senior business stakeholders, functional partners (eg, IRM, ICRM, Finance), ... requirements. This Group also serves as one of the relationship managers for legal and policy issues with US...legislative and rulemaking efforts. + Key strategic partner to senior management and/or primary advisor to … more
- Citizens (New York, NY)
- Description Senior Treasury Relationship Manager supporting large corporate and middle market clients in our Commercial Real Estate vertical. This position leads ... + Achieve annual goals through new business development and growth of existing client portfolio. + Partner with Relationship Managers to position Treasury… more
- Cline Davis & Mann (New York, NY)
- …market access landscape, trends, and current events/policy **Primary Job Responsibilities** ** Client Relationship Management** + Establish and build strong ... with designated client contacts + Maintain each client 's respect and confidence as a trusted advisor...clients and agency teams + Anticipate and address potential client relationship or revenue issues, advising agency… more
- Fortress Brand (New York, NY)
- …or marketing agency, with a strong focus on beauty brands. + Exceptional client relationship management skills. + Ability to evoke feelings through writing. ... creating efficiencies, and looking at every aspect of our client 's business from a 360 perspective. We work effectively...global marketplace-adding value for all. Role Overview: As the Senior Copywriter at Front Row's Strategy & Design division,… more