- Citigroup (Cos Cob, CT)
- …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
- US Bank (New York, NY)
- …skills and discover what you excel at-all from Day One. **Job Description** The Wealth Management Banking Manager is accountable for all aspects of Insurance ... Shared responsibility for soliciting, developing, managing and retaining client relationship for Wealth Management. **Basic Qualifications** - Bachelor's… 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
- US Bank (New York, NY)
- …you excel at-all from Day One. **Job Description** Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to US Bank's Healthcare ... as delivering comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a… more
- 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 (Fairfield, CT)
- Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… 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
- 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
- Lockheed Martin (Stratford, CT)
- …work from home may be permitted as needed\. **WHY JOIN US** **Your Health, Your Wealth , Your Life** As an employee at Lockheed Martin, your health and well being are ... team environment and work well under pressure\. Possess effective relationship \-building skills with peers, leadership and customers\. **Clearance Level:** None… 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