- Citigroup (Washington, DC)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Citigroup (Washington, DC)
- …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
- Bank of America (Vienna, VA)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Merrill Market Supervision Manager Vienna, Virginia **Job Description:** Merrill Wealth...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- City National Bank (Washington, DC)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System… more
- Truist (Laurel, MD)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... from time to time. 1. Serve as the primary relationship manager for a portfolio of mass...banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years'… more
- Georgetown Univerisity (Washington, DC)
- …prospective donors via statistical or other creative means. They act as a project manager on projects and requests related to our internal clients. In concert with ... Development Professionals: Prospect Research Essentials; Financial Capacity Evaluation and Wealth Indicators; Prospect Interests and Networks/Relationships; Research Checklist and… more
- Kiewit (Washington, DC)
- …best practices for all projects that we support. Our participation leads to safe , cost effective, and innovative designs that achieve client expectations and further ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… more