• Private Client Relationship

    Citizens (Stamford, CT)
    …continuous coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage ... long term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private more
    Citizens (11/22/24)
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  • Key Private Bank Associate…

    KeyBank (Tarrytown, NY)
    …on assembled team. If needed engages the Market Leader or other Relationship Manager based upon complexity of the client relationship . + Develops a ... and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center...(or 63 & 65) (preferred) **Tactical Skills** + Excellent client relationship and superior partnering skills. +… more
    KeyBank (01/14/25)
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  • Tax Manager -Investment Management…

    Deloitte (Stamford, CT)
    …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As...papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to… more
    Deloitte (01/12/25)
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  • Wealth Relationship Manager SAFE Act

    Citigroup (Greenwich, CT)
    …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a… more
    Citigroup (12/17/24)
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  • Business Relationship Manager Senior…

    JPMorgan Chase (West Harrison, NY)
    …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
    JPMorgan Chase (01/14/25)
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  • Technology Strategy & Business Transformation…

    Deloitte (Stamford, CT)
    Technology Strategy & Business Transformation Senior Manager Monitor Deloitte's Strategy practice brings together several key capabilities to architect integrated ... Strategy. The Technology Strategy & Business Transformation (TS&BT) team is hiring a Senior Manager to serve as a trusted advisor to our clients, working with them… more
    Deloitte (01/15/25)
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  • Senior Wealth Advisor SAFE Act - Westchester

    Citigroup (Greenburgh, NY)
    …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more
    Citigroup (01/07/25)
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