- NYL - Matthews (Charlotte, NC)
- …the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team ... life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE… more
- Usaa (Charlotte, NC)
- …and assists with contract negotiations, proof of concepts, and return on investment contract surveys. Collaborates with Marketing and Corporate Affairs partners to ... management, new employees, and third-party vendors on military culture and relationship issues. Responsible for the coordination with the Military Affairs field… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all ... CNS Investment Advisory Program and client-directed accounts, to affluent individuals...in a variety of settings. WHAT WILL YOU DO? Investment Advisory Program Account Administration * Open Investment… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex ... problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies… more
- Citigroup (Queens, NY)
- **Job Title:** Hedge Fund and Private Credit Investment Officer (Senior Vice President) The US Pensions Investment ("USPI") team is the investment ... primary responsibility of the Hedge Fund and Private Credit Investment Officer will be the strategic oversight...for portfolio changes to the CIO and the various Investment Committees. + **Advisor Relationship Management:** Oversee… more
- Nuveen Investments (Dallas, TX)
- **Financial Risk and Capital Management** The Investment Risk Officer is responsible for providing expertise on how to minimize investment risks within the ... Portfolio Risk Analysis: * Conduct comprehensive risk assessments of new investment opportunities and existing portfolio positions * Prepare detailed risk reports… more
- TD Bank (Boston, MA)
- …the bridge between client and internal credit/risk partners. The CRE REITs and Investment Funds Relationship Manager will be responsible for advising REITs and ... equity and public/private debt capital markets solutions. The CRE REITs and Investment Funds Relationship Manager will be responsible for originating,… more
- TEKsystems (Appleton, WI)
- Hiring for a Member Relationship Officer for a banking client! Can sit out of Appleton or Green Bay! Description The Member Relationship Officer I ... on products and services, and recommend solutions. The primary responsibilities of the Member Relationship Officer I role include but are not limited to: *… more
- UMB Bank (Plano, TX)
- …help these companies grow and prosper in our community. As the **Business Banking Relationship Officer Sr.** , you will be responsible for increasing the Bank's ... spend your time:** + Generate, retain, & expand lending, investment and deposit relationship with new and existing clients through client referrals, centers… more
- TEKsystems (Appleton, WI)
- Now Hiring for a Member Relationship Officer for a growing credit union in Appleton, WI!! Description The Member Relationship Officer I creates a ... as needed to partnering teams (ie Financial Well-being, Mortgage Lending, Investment Services, Treasury Management) Qualifications Minimum of one year of sales… more
- JPMorgan Chase (Washington, DC)
- …to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you ... business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the US sanctions… more
- TEKsystems (Appleton, WI)
- About the Role We are seeking a Member Relationship Officer I to deliver exceptional member experiences and build lasting relationships. In this role, you will ... Provide financial guidance and refer members to specialized teams (Mortgage Lending, Investment Services, etc.). Qualifications + Required: + Minimum 1 year of sales… more
- Banco Popular Puerto Rico (New York, NY)
- …Location: New York, NY, US, 07101 Company: Popular Workplace Type: Hybrid Commercial Relationship Officer (HOA Lender) We are currently looking for an ... comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.… more
- Bank of America (Jacksonville, FL)
- …and the active management of asset quality. Client facing, the Credit Officer II collaborates with the Relationship Manager(RM),Treasury Solutions Officer ... Credit Officer II-Dealer Financial Services Boston, Massachusetts;Atlanta, Georgia; Tampa,... II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure,… more
- HSBC (Bellevue, WA)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... Wealth Relationship Manager Brand: HSBC Area of Interest: Branch...current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual… more
- HSBC (San Francisco, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with ... Wealth Relationship Manager Brand: HSBC Area of Interest: Asset...current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual… more
- HSBC (Buffalo, NY)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with ... Wealth Relationship Manager Brand: HSBC Area of Interest: Branch...current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual… more
- HSBC (San Francisco, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with ... Wealth Relationship Manager Brand: HSBC Area of Interest: Branch...current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual… more
- HSBC (Beverly Hills, CA)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... Wealth Relationship Manager Brand: HSBC Area of Interest: Branch...current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual… more
