- MUFG (New York, NY)
- …locations - NY & LA, alternatively San Francisco, Atlanta or Boston **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both ... solutioning. As a key member of the client 's relationship team, the Senior Client Relationship Advisor serves as the client 's dedicated point… more
- 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
- 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
- M&T Bank (Hauppauge, NY)
- …solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client ... and prospects. + Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations. +… more
- Akin Gump Strauss Hauer & Feld LLP (New York, NY)
- …that encompasses our career transition offerings for current lawyers, alumni, clients and client prospects. + Serve as a trusted advisor by offering personalized ... Middle East. We are currently seeking a Career Transitions Advisor in our Marketing department reporting directly to the...landscape and adjust approaches, as necessary, given current trends. Client Development + Work closely with relationship … 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
- JPMorgan Chase (New York, NY)
- …financial advice to Government Not-for-Profit clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you. As a Business ... Relationship Manager (BRM) Senior Government Not-for-Profit in...multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive… 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
- City National Bank (New York, NY)
- ** RELATIONSHIP MANAGER SENIOR ** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client...Act, Fair Lending Practices, Code of Conduct, etc.). + Client Centricity & Relationship Management - to… more
- Truist (New York, NY)
- …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
- JPMorgan Chase (New York, NY)
- …and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Training Program, ... will be joining a collaborative and supportive team committed to building client relationships and making meaningful contributions to our business with customized… 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
- MediaRadar (New York, NY)
- …the most from every sale. Join our team in the New York City office as a Senior Client Partner. where you will play a crucial role in overseeing the end-to-end ... strategy with Fortune 50 Enterprise level customers + Experience establishing and growing senior and executive level client relationships (CMO, CEO, SVP, etc.)… more
- Bank of America (New York, NY)
- …Join us! **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Private Wealth Relationship Manager supports the Financial Advisor team to further develop ... to spending more than 50% of their time on relationship management activities. Assist with and attend client...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- TD Bank (New York, NY)
- …/ relationship management / distribution teams responsible for the client and Advisor relationships respectively to identify opportunities and support ... role. **Line of Business:** EPOCH LLC **Job Description:** The Client Portfolio Manager (CPM) Analyst will act as a...will manage the information flow between the Sales and Relationship Management Team and the Investment Team, addressing many… more
- ADP (New York, NY)
- …assigned territory based on client 's needs + You have five years of client service or client relationship management experience in a fast-paced service ... ADP is hiring a **Bilingual** **Benefits Relationship Life Cycle Consultant in the NY City area to manage a book of business.** + Do you love being in front of a… 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
- M&T Bank (Hauppauge, NY)
- …identify opportunities to expand relationships and assure a high level of client satisfaction with the overall relationship . **Primary Responsibilities:** Works ... closely with Wealth Advisors or Senior Wealth Advisors in managing client relationships,...expand relationships with oversight from a Wealth Advisors or Senior Wealth Advisor . Communicates with clients and… more