- Bank of America (Melville, NY)
- …needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership ... Sr. Relationship Manager - GCB (Middle Market - Long...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain ... The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach...clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. +… more
- Bank of America (New York, NY)
- …+ Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Account Management + Financial Analysis + Leadership ... Senior Relationship Manager Business Banking- New York City, New...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Banco Popular Puerto Rico (New York, NY)
- …New York, NY, US, 10004 Company: Popular Workplace Type: Hybrid Commercial Relationship Officer Popular Assoc Multi-state Responsible for developing and growing a ... on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients based on the clients' business objectives and… more
- Principal Financial Group (New York, NY)
- **What You'll Do** As a ** Relationship Manager** within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with ... + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and...a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and… more
- ServiceNow, Inc. (New York, NY)
- …pursue our purpose to make the world work better for everyone. The Financial Services Insurance Strategist is a role that operates together with ServiceNow's ... our messaging, communications and experience to the next level with a financial acumen and industry-based lens. The ideal candidate brings a powerful combination… more
- Amazon (New York, NY)
- …our team at Amazon Web Services (AWS) with past experience working with Financial Services customers. In this role, you'll work closely with customers to understand ... maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends,...or Consulting experience * Delivered 3+ enterprise solutions for financial services and/or ISV customers in the past 5… more
- Kyndryl (Albany, NY)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. **Contribute… more
- Dow Jones (New York, NY)
- …and services. Leveraging extensive experience in sales, advertising, and client relationship management, you will develop and execute strategic sales plans to ... podcasts and events. This role supports the Vice President, Financial Services for their industry sector and must be...a timely manner. + Develop and execute an effective relationship management plan for new and existing clients &… more
- Arc Herkimer (Herkimer, NY)
- …regulations, trends, and financial best practices. + Serve as a financial advisor to leadership, helping secure funding opportunities and optimize revenue ... Chief Financial Officer (CFO) Location: Herkimer, NY | Full-Time...applicable federal, state, or local law, including a known relationship or association with any member of a protected… more