- Bank of America (New York, NY)
- …a risk-based coverage plan to monitor theAsset Based Finance and Dealer Financial Services portfolios.Key responsibilities include serving as a subject matter ... + Serves as a subject matter expert for the Asset Based Finance and Dealer Financial Services portfolios of loans, oversees the execution of Credit Review's coverage… more
- Lincoln Financial (Albany, NY)
- …evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service ... our existing clients by developing and maintaining client satisfaction through relationship building + Collaborating with internal partners to establish and… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... and program integration initiatives with credit union assigned program (includes relationship center personnel training). Provides regular feedback to the … more
- JPMorgan Chase (Queens, NY)
- …deliver personalized investment solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent focus on ... relationship management, not portfolio management + Demonstrate a deep...offered through JP Morgan Securities LLC (JPMS), a registered broker- dealer and investment advisor, member of FINRA and SIPC.… more
- Citigroup (New York, NY)
- …intermediary client base and emerging needs to drive new sales + Relationship Management & Collaboration: + Build and maintain long-lasting, trusted client ... + Experience: + Minimum of 7-10+ years of relevant experience in relationship management or sales role within a global financial institution + Knowledge… more
- JPMorgan Chase (New York, NY)
- …personalized investment solutions to clients by relying on thought leadership and relationship -building skills. Through a focus on relationship management, you ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker- dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- TD Bank (New York, NY)
- …testing professionals to support the program. + Liaise and build a strong relationship with key stakeholders across the Firm. + Engage and drive discussion with ... more years of experience with a registered US broker dealer or regulator. + JD desirable but not required....work collaboratively on teams of varying size. + A relationship builder with the ability to establish, develop and… more
- Lincoln Financial (Albany, NY)
- …lead the team to push the solution and progress . Strong relationship management skills Nice-to-haves: * Working knowledge of Workplace Solutions products, ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Wells Fargo (Rochester, NY)
- …Wells Fargo is seeking a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn more about the career ... of financial services industry experience + Experience in compliance or broker- dealer governance **Job Expectations:** + US only: Obtaining and/or maintaining… more
- Santander US (Queens, NY)
- …defined on a quarterly basis. * Maintain compliance with all applicable bank, broker/ dealer , State and Federal regulations associated with the sale of investment and ... people as they work, identifying the best people for the job. * Strong relationship management and negotiation skills via a phone channel. * Ability of using logic… more