- Wellington (New York, NY)
- …leverage facilities. This role will serve as a lead for financing outreach, relationship management , and compliance coordination, working closely with PMs, Fund ... market updates on financing markets as well as report on liquidity management . ** Relationship Management ** + Participate actively in team pipeline meetings… more
- City National Bank (New York, NY)
- …the U/HNW segment * Broad solution knowledge * Excellent business development and relationship management skills * May possess CFP and JD/LLM., State Insurance ... MANAGING DIRECTOR - PRIVATE BANKING* *WHAT IS THE OPPORTUNITY?* Develop sales management and relationship development strategies in Ultra-High Networth/High Net… more
- Truist (New York, NY)
- …**Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic ... drive the business growth 2. Leads support work, business development and/or product/client relationship management 3. Assists in the generation of ideas and… more
- KeyBank (Tarrytown, NY)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build ... to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other banking, lending,… more
- TD Bank (New York, NY)
- …Markets ("DCM"), Global Markets Bond Desk + Manage NY deal pipeline via Customer Relationship Management ("CRM") tools - Salesforce and internal tracking + Work ... career within our team. The Associate will support WCS Relationship Managers ("RMs") and will provide client management... Relationship Managers ("RMs") and will provide client management functions. We are looking for a highly motivated… more
- CIBC (New York, NY)
- …products. Host regular training sessions and is an available resource for the relationship management teams to provide on-going support. + Continuously engage ... of inquiries and problems through effective interaction with custodial partners, relationship management teams, and private fund & operations departments… more
- Scholastic (Whitestone, NY)
- …+ Knowledge of industry trends, market dynamics, and competitive landscape. Customer Relationship Management : + Ability to build and maintain strong ... in sales, with a focus on revenue growth and customer relationship management . Education: + Bachelor's degree or equivalent relevant experience in Business… more
- M&T Bank (New York, NY)
- …revenue growth including the acquisition of new business and the ongoing relationship management , growth and retention of our existing clients. ... on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary Responsibilities:**… more
- JPMorgan Chase (New York, NY)
- …initiative to identify solutions; executes with a sense of urgency + Excellent relationship management skills and ability to navigate a large, complex ... breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan… more
- CIBC (New York, NY)
- …This includes assisting in the execution of new securitization transactions and relationship management to help the front office Securitization team execute ... We're building a relationship -oriented bank for the modern world. We need...Doing Involved with the execution and day to day management of Securitization products within CIBC Capital Markets. Operates… more