- NFP (New York, NY)
- …and communicating with RM and client as necessary Participates in Relationship Manager /New Business case management calls Reviews insurance policies and ... timely execution of client service requests Takes a proactive lead on conserving the Relationship Manager 's existing block of business by notifying clients… more
- Latham & Watkins LLP (New York, NY)
- …degree or equivalent A minimum of five (5) years of experience in a client relationship management role, preferably A minimum of seven (7) years of relevant ... core values: respect, innovation, and collaboration. About the Role The Client Engagement Manager is an integral part of Latham's Business Development team. This… more
- City National Bank (New York, NY)
- RELATIONSHIP MANAGER SENIOR 6th Avenue, New York, NY WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... clients to grow current book eg, deposits, investments, credit. Business & Risk Management - maintain awareness...right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. Interacts in an… more
- MarketAxess (New York, NY)
- …us and help Take Us There. The Role We are seeking a NY-based Senior Sales Relationship Manager to help cover our Tri-state clients. This role will be part of ... book of business ; routinely interact with Heads of Trading (Trading management ) Proactively identify solutions that can help customers grow their business … more
- Blue Owl (New York, NY)
- …discipline to create the exceptional. To learn more, visit www.blueowl.com. The Role The Relationship Management Associate ( RMA ) role is an essential part of ... Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives(R). With $273 billion...is redefining alternatives(R). With $273 billion in assets under management as of March 31, 2025, we invest across… more
- Vise (New York, NY)
- As a Strategic Consultant (Account / Relationship Manager ) at Vise, you'll be an indispensable resource for our clients. You will oversee and manage multiple ... day one 3-7 years of experience in an account management , client relationship or sales role in...general understanding of the RIA industry framework and wealth management Consulting and understanding an advisors primary business… more
- Columbia-Greene Community College Foundation (Hudson, NY)
- …writing. Graphic design capability is a plus. Previous experience with a constituent relationship management system Experience with Blackbaud Raiser's Edge is a ... Position Title: Donor Relations Manager Location: Foundation Office Classification: Full-Time | Administrator The Opportunity Reporting to the Executive Director of… more
- NBT Bank (Lake Placid, NY)
- …able to deliver viable solutions for the customer. Engages in referral and relationship management in accordance with established objectives and goals. Provides ... Pay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service...required at the discretion of the Branch and Market Manager . 45% Provides a consultative customer service approach to… more
- KPMG (New York, NY)
- …(including enterprise, third party, operational, IT), Compliance Management , Policy Management , Issue Management , and Business Resilience; understanding ... consider a career in Advisory. KPMG is currently seeking an ORM & ERM Manager to join our Advisory Services practice. Responsibilities: Serve a variety of clients,… more
- GeoComply (New York, NY)
- …global customer base, we have no plans to slow down. The Role As a Business Development Manager , you will focus on driving GeoComply's growth in emerging ... > Who You Are Experience & Expertise: 5+ years of experience in business development, sales, sales engineering, or account management , preferably within… more
