- Bloomberg (New York, NY)
- Electronic Trading Solutions (ETS) - FX Sell-side Relationship Manager , Bloomberg Financial Solutions Location New York Business Area Sales and Client ... key players in the markets. As an eFX Account Manager you will be tasked to build deep, value-focused...Bloomberg's wider suite of products, how they integrate with financial markets and be able to position our solutions… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor's team. A Relationship Manager works in close partnership with the ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong...with clients helping them and their families achieve the financial goals and objectives. **Responsibilities:** + Act as the… more
- Comerica (New York, NY)
- …of clients + 3 years of financial sales experience Vice President, Relationship Manager IV, Technology and Life Sciences + Bachelor's Degree from an ... Job Description Relationship Manager , Technology and Life SciencesThe...and other bank functions. Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics… more
- Citigroup (New York, NY)
- …limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Manager SAFE Act is a...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Huntington, NY)
- …limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Citigroup (Hewlett, NY)
- …limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- KeyBank (New York, NY)
- …of the Americas - New York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, ... standards and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as… more
- UMB Bank (Albany, NY)
- …might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and they collectively ... you have the ability to help clients achieve their financial dreams, stream line business processes and help them...with commercial clients to better understand their business and financial needs. + You will analyze the business in… more
- Comerica (New York, NY)
- Job Description Relationship Manager IV -- FSD The Relationship Manager role will be responsible for new business development, onboarding, portfolio ... role will support Third-Party Payment Processors, Money Service Businesses (MSBs), Financial Institutions and Non-Bank Financial Institutions, including Payroll… more
- TD Bank (New York, NY)
- …role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact ... maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the...+ Must be eligible for employment with a covered financial institution under the standards established by Regulation Z… more