• Director - Client Financing Product…

    Citigroup (New York, NY)
    …resources, create new innovate solutions for our clients and advance the overall Client Financing offering. The Product manager also stays abreast of industry ... As part of the Client Financing Product Management team, the individual will...strengthening risk and controls and regulatory compliance. The product manager will help scope and define the requirements for… more
    Citigroup (08/02/25)
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  • Client Program Manager , Marcel

    Publicis Groupe (New York, NY)
    …Publicis Groupe's AI‑powered workbench that connects people, knowledge, and opportunity. As the Client Program Manager , you will guide the end‑to‑end rollout of ... points that power our AI-enabled knowledge graph, making the experience even more relevant for employees. And for our...needs with Marcel's core platform vision. + Manage senior client relationships: Act as a trusted advisor … more
    Publicis Groupe (07/18/25)
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  • Asset Management - Head of Private Wealth…

    JPMorgan Chase (New York, NY)
    …evaluating the progress of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and ... Trillion in assets for wealth managers worldwide. Our deep experience and scale enables JP Morgan Asset Management to...a team of 14 PWA Sales Specialists, including Desk Manager , National Account, and Internal/External Client Advisors.… more
    JPMorgan Chase (07/10/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....in professional organizations. **Qualifications:** + 2+ years of proven client service/support or related experience in the… more
    Neuberger Berman (07/18/25)
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  • Wealth Management Client Associate

    Bank of America (Albany, NY)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Series 7 & 66 preferred + Previous wealth management experience preferred **Skills:** + Account Management + Client...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (07/31/25)
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  • Remote Advice Controls & Operations Manager

    Equitable (Syracuse, NY)
    …operations perspective. **Key Responsibilities** Assists management team in identifying emerging client and advisor needs, industry trends, regulations and ... Advisor Assist Program renewals and partner with Advisor Assist sales manager to manage program...client relationship building skills and coaching capabilities + Experience managing customer relationships and/or client accounts… more
    Equitable (06/24/25)
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  • Merrill Market Supervision Manager

    Bank of America (New York, NY)
    …to prioritize appropriately **Desired Qualifications:** + Bachelor's degree or equivalent work experience + Market Supervision Manager experience , or ... of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision...the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions… more
    Bank of America (08/01/25)
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  • JP Morgan Advisors - Relationship Manager

    JPMorgan Chase (New York, NY)
    …allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial ... Advisor 's team. Your role will involve close collaboration with...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
    JPMorgan Chase (07/10/25)
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  • Global Business Services (GBS) Strategy Senior…

    Deloitte (New York, NY)
    …-Level Responsibilities + Deliver service excellence by identifying and addressing complex client business issues, serving as a trusted advisor to senior ... Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other...We are seeking a highly skilled and experienced Senior Manager to join our Global Business Services (GBS) team.… more
    Deloitte (07/25/25)
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  • Senior Lead Commercial Banking Relationship…

    Wells Fargo (New York, NY)
    …to deliver the organization to clients and prospects + Demonstrated experience generating new client relationships, building and retaining long-term ... Fargo is seeking a Senior Lead Commercial Banking Relationship Manager supporting the Brooklyn Market. Learn more about the... client relationships + Experience developing and maintaining external and… more
    Wells Fargo (08/02/25)
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