- JPMorgan Chase (New York, NY)
- …builds relationships across the organization + Highly motivated, results-oriented, client -focused with strong leadership, interpersonal, & relationship ... and provide integrated solutions and advice through a private client lens. Primary Function: The Area Product Owner within...of direct experience as a senior business person, program manager , or technology platform owner in a complex organization… more
- TD Bank (New York, NY)
- …advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and complex ... regulatory regimes. The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client -facing Distribution teams are both… more
- JPMorgan Chase (New York, NY)
- …7 and 63 certifications required. + Demonstrated experience in fund sourcing, manager relationship management, and investment monitoring. + Strong analytical and ... including private real estate equity and credit, designed to achieve specific client outcomes and deliver uncorrelated returns. The GAIS platform manages over $200… more
- TIAA (New York, NY)
- …annually Related Skills Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, ... Overview** Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to US...are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win… more
- JPMorgan Chase (New York, NY)
- …Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects + Develop new, and deepen ... this role you will be the focal point of client acquisition and ongoing relationships with the world's most...offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive… more
- Helio Health Inc. (Syracuse, NY)
- …to learning, growth, and feedback + Brings warmth, accountability, and insight to client care Our Comprehensive Employee Benefits Package Includes: + Health ... in a team setting that allows you to focus on the healing relationship while your colleagues provide scheduling, coordination, navigation, peer support, and daily… more
- iHeartMedia (Rochester, NY)
- …Executive and leverage your proven goal-driven mindset, fast-paced work ethic, and exceptional client service skills. The ideal candidate is ready to hit the ground ... should be **self-motivated** (a very "go-getter" attitude!), have excellent relationship -building and problem-solving skills, and communicate persuasively. When people… more
- Synchrony (New York, NY)
- …internal stakeholders + Partner with Digital Analytics team to monitor post-release customer/ client feedback, analyze and resolve any identified issues + Support and ... credit card or financial services industry + Account management or relationship management experience including the ability to develop strong working relationships… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …commercial mortgage, business start-up and SBA loans. + Coordinates loan closings with Relationship Managers. + Actively manages client portfolio as assigned by ... bring new business opportunities to CNB. + Assist Branch Manager and staff with all components of lending, including...Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP). + Training & development… more
- TIAA (New York, NY)
- …+ Minimum 3 years of experience working in a law firm or asset manager working with direct lenders in the sponsor-backed market, particularly the core middle market. ... / Contract Management, Legal Risk Management, Legal Writing, Problem Solving, Relationship Management **Anticipated Posting End Date:** 2026-01-15 Base Pay Range:… more
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