- Citigroup (New York, NY)
- …+ Ability to travel + Series 7, 66, 31 **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio Management **Time Type:** ... equity, real estate, and hedge fund investment knowledge, exceptional relationship management, communication and sales skills, and a strong...entire Alternatives platform as a kay part of all client portfolios + Manage team of expert private… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... and data pipeline development experience to align with our Private Markets investment teams. You will work with team...ensuring efficient data access and retrieval + Own the relationship and integration with related third-party platforms to align… more
- Citigroup (New York, NY)
- …all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship . US ... high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many… 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 ... The Wealth Relationship Manager SAFE Act is a...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning… more
- Santander US (New York, NY)
- Commercial Banking Relationship Manager Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... **We Want to Talk to You!** **The Difference You Make:** The Commercial Banking Relationship Manager will be responsible for the sales, service and retention of… more
- JPMorgan Chase (New Hyde Park, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… more
- Citigroup (Queens, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning… more
- Citigroup (Bronxville, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning… more
- Wells Fargo (New York, NY)
- …from pre-revenue/seed stage through initial public offering. We are seeking an experienced Relationship Manager to join our New York technology banking team. ... Technology Banking Group banks and finances venture capital and private equity backed companies in the United States. We...role, you will:** + Develop, retain, and grow complex client relationships by understanding the needs and priorities of… more
- Nelnet (Albany, NY)
- …position works collaboratively with other departments (eg, RVP's, Account Managers) to create client strategy to leverage FACTS best practices and to deliver a level ... to maintain and enhance relationships with clients. + Ownership of overall client satisfaction by proactively anticipating client needs and maintaining contact… more