- Comerica (New York, NY)
- …Advisor III in our Comerica Advisor Solutions group, is responsible for serving as relationship manager for a book of business by providing insight to specific ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- Comerica (New York, NY)
- …a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- Comerica (New York, NY)
- …Trust Advisor IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing ... document, applicable law and policies and procedures. Works with the Regional Manager in developing solutions to most issues brought forth by principals, income… more
- Citigroup (New York, NY)
- Managing Director (General Manager ) role responsible for Value cards (Citi Diamond Preferred, Citi Simplicity, and Legacy) and Personal Loans (PIL). Value cards are ... and PIL provides a longer-term borrowing option for Citi Retail and Card customers. The Product Management Function Group... and Card customers. The Product Management Function Group Manager (MD) is a senior management level position accountable… more
- TIAA (New York, NY)
- …would also be beneficial. + Deep knowledge of wealth, trust and retail brokerage businesses. + A self-starter with excellent interpersonal, organizational, and ... + Ability to evaluate appropriate fund selection for specific platforms and manager /fund selection process. + Ability to review, analyze, and explain fixed income… more
- Citigroup (New York, NY)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and...financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry… more
- Comerica (New York, NY)
- …the Special Needs Solution Team. The position is responsible for serving as a relationship manager to most routine and standard client relationships for special ... Demonstrated experience generating and retaining client relationships while meeting or exceeding sales goals if assigned Salary Range For candidates hired in the… more