- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Broadridge is seeking a Client Relationship Manager to oversee the delivery of contracted services to our clients, ... communication, and analytical skills to deliver exceptional service and support . We are made up of high performing teams...+ Minimum of 3 years of experience as a Relationship Manager or in a related client-facing… more
- Guardian Life (Albany, NY)
- …seeks a dynamic and knowledgeable individual to join our team as an **Annuity Relationship Manager ** . We are looking for someone with exceptional analytical and ... identifying ways to improve consumer experience. As the Annuity Relationship Manager , you're highly motivated and empowered...identify and focus on the most valued added phone support and use of time. + An independent decision-maker… more
- Citigroup (Garden City, 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...and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Lead Commercial Real Estate Relationship Manager for the Specialty Real Estate Finance Group (SREF) as an ... underwriters **Required Qualifications:** + 7+ years of Commercial Real Estate Relationship Management experience, or equivalent demonstrated through one or a… 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...and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a… more
- HSBC (New York, NY)
- …investors, our communities and the planet we all share. As a Senior Relationship Manager , you will acquire maintain, and grow profitable long-term relationships ... AUM and Gross Revenue. Here's what you can expect: Combine client relationship management with strong risk assessment and management capabilities ensuring the… 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
- 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 ... current on all JP Morgan Wealth Management products and services. + Provides support across a diverse suite of products and applications including, but not limited… more
- NBT Bank (Williamsville, NY)
- Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's ... and business financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth and line of business… more
- BlackRock (New York, NY)
- **About this role** ** Relationship Manager , Aladdin Client Engagement** **BlackRock Solutions (BRS)** supports the investment process through the development, ... deployment and support of our enterprise investment management platform ( **Aladdin(R)**...problems. We are seeking someone to bridge institutional client relationship management with expertise in client industry, financial markets,… more
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