- HSBC (New York, NY)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… more
- HSBC (New York, NY)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build deep, long-lasting and mutually valuable… more
- City National Bank (New York, NY)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, ... as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment… more
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- Citigroup (Huntington, NY)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. The US CIBC Private...brand, while helping CIBC become a strong, innovative and relationship -oriented bank. **What You'll Be Doing:** The PWG Executive… more
- JPMorgan Chase (New Hyde Park, NY)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Citigroup (Great Neck, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) +… more
- International Rescue Committee (New York, NY)
- Requisition ID: req56361 Job Title: Senior Officer , Strategic Philanthropy Sector: Fundraising Employment Category: Regular Employment Type: Full-Time Compensation: ... dynamic and innovative leader to join our Philanthropy Team. The Senior Officer , Strategic Philanthropy, will establish and implement the overarching strategy and… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... all New Yorkers. OFE is currently seeking a Program Officer to join OFE's Asset Building team, whose primary...Annual Tax Season Initiative. This individual is an enthusiastic relationship builder and organized project manager who will lead… more
- Citigroup (Plainview, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer , Global Transaction Banking - Houston **Requisition ID:** 213419 **Salary Range:** 117,400.00 - 224,700.00 _Please ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - Houston, TX** Global Transaction Banking… more
- City National Bank (New York, NY)
- …a member of the investment research team reporting to the Chief Investment Officer with a focus on supporting firm-wide asset allocation and investment strategy and ... support firm-wide investment strategy and asset allocation using quantitative wealth management models (portfolio optimization, rebalancing, tax-loss harvesting, monte… more
- Neuberger Berman (New York, NY)
- …client service and administrative / operational support to a Senior Fiduciary Officer in the administration of trust, estate, and investment management accounts. ... **Responsibilities:** + Communicate directly with Private Wealth clients to build and deepen relationships. + Receive and fulfil client requests for distributions,… more
- Scotiabank (New York, NY)
- …results, in an inclusive and high-performing culture. **Director, Treasury Management Officer , Global Transaction Banking (Consumer Industrials and Retail - CIR)** ... an inclusive and high-performing culture. Purpose: As a Director, Treasury Management Officer (TMO) you will partner closely with Corporate & Investment Bankers… more
- Scotiabank (New York, NY)
- …PERSON MAY PROVIDE DOCUMENTARY EVIDENCE BEARING ON THE APPLICATION TO THE REGIONAL CERTIFYING OFFICER OF THE US DEPARTMENT OF LABOR TO: Certifying Officer US ... with respect to operational, compliance, AML/ATF/sanctions, and conduct risk. Relationship management and cross collaboration including: Coordinate with the various… more
- Bank of America (New York, NY)
- …on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and ... experience in private banking (ultra high-net-worth space), business development and relationship management + Significant knowledge of banking and credit: general… more
- Touro University (Central Islip, NY)
- …alumni engagement. The position requires that the candidate demonstrate solid relationship skills, communication skills, a passion for the Law Center's mission, ... alumni with employment opportunities. + Supervise alumni events. + Serve as relationship liaison with Alumni Association. + Coordinate, oversee and maintain alumni… more
- Scotiabank (New York, NY)
- …This role contributes to the overall success of the Office of the Chief Operating Officer in the United States and the US Operations of the Bank of Nova Scotia. ... to the US for consolidated oversight. **What You'll Do** Serves as a Relationship Manager to Business Continuity Plan Owners and Approvers: + Champions a customer… more
- First Horizon Bank (New York, NY)
- …Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working closely with the TMSO, ... necessary. + Assist team in providing training and market support to the relationship management team. + Maintain sales materials and performs other duties as… more