- Truist (New York, NY)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail,… more
- TIAA (New York, NY)
- …Due Diligence, Financial Modeling, Investment Research/Analysis, Investor Relationship Management, Negotiation, Portfolio Construction, Portfolio Management, Private ... for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every… more
- NBT Bank (NY)
- …experience or equivalent combination of education and experience + Prior experience with client and vendor relationship management is preferredc + Q ualified ... 401(k) Administrator (QKA) or Qualified Pension Administrator (QPA) certification preferred Skills and Abilities: + Must understand key plan design, compliance and fiduciary role related topics with respect to 401(k) Plans. + Knowledgeable about the retirement… more
- Publicis Groupe (New York, NY)
- …solution of Publicis Groupe, Publicis Media's digital-first, data-driven global practices deliver client value and drive growth in a platform-powered world. It is ... drivers and inform recommendations. **Growth Opportunities** + Explore the relationship between user experience, marketing efforts, and business performance. +… more
- KeyBank (Albany, NY)
- …investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing ... with the extended KPB relationship team to execute and advise on the client 's needs. The RM is responsible for serving high net worth clients in their existing… more
- KeyBank (Tarrytown, NY)
- …investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... with the extended KPB relationship team to execute and advise on the client 's needs. The RM is responsible for serving high net worth clients in their existing… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- US Bank (New York, NY)
- …what you excel at-all from Day One. **Job Description** US Bank's Institutional Client Group cultivates clients' trust through customized service and access to the ... services. This is an exciting senior level role within US Bank's Institutional Client Group (ICG), which services our largest clients. The Relationship Manager… more