- 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 Financial ... and develop new business opportunities from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth client's… more
- M&T Bank (Southampton, NY)
- …risk and credit decisions, and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the ... client base. + Achieve established goals as outlined by manager . + Work with branch partners to maximize sales...$15MM to $40MM. + Oversee approximately 30 to 65 relationship managed clients. + Actively participate in all business… more
- US Bank (New York, NY)
- …Bank's Institutional Client Group (ICG), which services our largest clients. The Relationship Manager (RM) manages relationships with Corporate Banking customers ... least 3+ years of covering insurance clients preferred + Strong relationship management and business development/sales skills + Well-developed analytical and… more
- M&T Bank (Tarrytown, NY)
- …risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the ... banking client base. Achieve established goals as outlined by manager . + Work with branch partners to maximize sales...$7.5MM to $20MM. + Oversee approximately 15 to 40 relationship managed clients. + Actively participate in all business… more
- Dow Jones (New York, NY)
- …As part of our investment plan, we are seeking an exceptional Due Diligence Relationship Manager ("DDRM") for the Americas region with a deep understanding of ... such as law firms providing advisory services to the market + Maintain records of sales visits, appointments, contacts...set based on a variety of factors including competitive market practice. For benefits eligible roles, in addition to… more
- Citigroup (New York, NY)
- …at Work, Citi Private Client and Citigold as part of their wider Citi relationship . US Credit Card solutions are provided to Wealth clients via Citi Personal ... Banking. This role will oversee the relationship with US Personal Banking in partnership with our...needs. + Strategic thinker - Understanding of business strategy, market dynamics, and competitive landscapes. + Ability to work… more
- BlackRock (New York, NY)
- …Director on the FIG team, you will be a leader within a client-facing relationship management team with a deep understanding of industry trends, client needs, and ... by Aladdin + Preparation for and participation in client market and portfolio reviews + Design, ownership, and delivery...Minimum of 10+ years of experience in sales / relationship management, or a related field within the financial… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of ... and develop new business opportunities from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth client's… more
- JPMorgan Chase (New York, NY)
- …to the national sales force, while enhancing portfolio oversight and generating market research. You will interface with clients throughout the sales process **Job ... in client meetings + Conducting industry research to create market intelligence updates for internal and external constituents +...industry + Excellent reviews and referrals from your current manager and peers + Knowledge of JPMC or similar… more
- Ballston Spa National Bank (Guilderland, NY)
- …time off. Invest in your future at BSNB! BSNB is looking to hire an AVP, Market Manager to play a pivotal role in leveraging branch talent to achieve business ... organization, join our close-knit team today! As an AVP, Market Manager you will: + Implement strategic...Provide branch coverage as needed, performing duties of the Relationship Manager . + Oversee weekly schedules for… more