- Citigroup (Greenwich, 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
- Citigroup (Merrick, 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
- Citigroup (Queens, NY)
- The Business Relationship Manager (BRM) is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales ... comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… 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 (New York, NY)
- …(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 NEW YORK, New York;New York, New York...YORK, New York;New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … 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
- Brunswick (Glen Cove, NY)
- …Dock Staff with our large variety fleet of boats, as a key role of a Dock Manager ! We are looking for a strong manager that will drive a remarkable member ... running the daily logistics of the location, the /Dock Manager is expected to perform all duties required of...supervise all dock staff to ensure our members are safe and receive the highest level of service. +… more
- Bank of America (New York, NY)
- GWIM Sr. Ops Representative New York, New York **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 world… more
- Broadridge Financial Solutions (New York, NY)
- …to our customers and ultimately build customer value. Were seeking a Business Manager to join our stellar team. You will be responsible for providing operational ... the Architecture and AI Technology organization within Global Engineering. As a Business Manager , you play an important role in the execution of the organizational… 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