- Citigroup (New City, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Zurich NA (Albany, NY)
- Customer Relationship & Distribution Manager (CRDM) 124656 We have an exciting opportunity for a Customer Relationship & Distribution Manager (CRDM) to ... + Relationship building experience across internal and external stakeholders Preferred Qualifications: + 6 or more years of experience in International Employee… more
- Mount Sinai Health System (New York, NY)
- …someone located in Brooklyn, Queens, or Long Island for the commute.** A Business Relationship Manager (BRM) I acts as a liaison between its internal department ... parties to ensure the success of the business. Business Relationship Manager I advances the BRM capability...and/or Information Systems with course work in Computer Science preferred or work experience equivalent. + Business Relationship… more
- Citigroup (Brooklyn, NY)
- …but not 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...engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. +… more
- Citigroup (New York, NY)
- …but not 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...engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. +… more
- Raymond James Financial, Inc. (New York, NY)
- **Summary of the Position:** The Equipment Finance Relationship Manager will execute the Equipment Finance Direct Corporate Sales Strategy, directly sourcing ... business opportunities for TriState Capital Equipment Finance line of business. The Relationship Manager is responsible for sourcing and evaluating new business… more
- Citigroup (New York, NY)
- …solutions that meet clients' individual needs + Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know ... to identify avenues for new business opportunities; + Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring… more
- Mount Sinai Health System (New York, NY)
- …**This is a hybrid position, requires 3 days onsite/2 days remote** The Physician Relationship Manager III (PRM III) is a senior-level role focused on enhancing ... care and user satisfaction. **Licensing and Certification** + Epic Certification Preferred **Computer Skills** + MS Office Suite: Intermediate **Special Skills and… more
- JPMorgan Chase (New York, NY)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience… more
- Citigroup (New York, NY)
- …Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships with ... related field (required). Advanced degrees (JD, LL.M.) or certifications (CFP(R)) are preferred . + 15+ years of experience in wealth management, financial planning,… more