- Citigroup (Smithtown, NY)
- …with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail ... (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory… more
- Citigroup (Greenburgh, NY)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Mastercard (Harrison, NY)
- …diverse global customer base across industries, from banking and payments to retail and restaurants. The Advisors & Consulting Services group has five ... of Engagement across all stakeholders within Mastercard and the client 's organization. Roles and Responsibilities You will manage a...Team Collaboration & Culture - Serve as a people manager to a squad of program management consultants -… more
- Comerica (New York, NY)
- …Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role will participate ... transactions for approval, drafts responses to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law… more
- Bank of America (New York, NY)
- …unit responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. ... provide advice on portfolio hedging and positioning based on client 's objectives and risk tolerance; and engage in the... Management + Market Analysis + Presentation Skills + Relationship Building + Data Management + Project Management +… 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 ... and reviews account transactions, responds to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law… more
- TD Bank (New York, NY)
- …advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and complex ... regulatory regimes. The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client -facing Distribution teams are both… more
- S&P Global (New York, NY)
- …+ Emphasis and focus on collaboration across S&P Global's cross-divisional client opportunities. + Partner directly with sales and product management to ... environment (index provider, exchange, fund/ETF issuer, wire-house, brokerage or wealth manager an advantage). + Foundational understanding of the primary uses of… 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
- S&P Global (New York, NY)
- …and investors. Effectively communicate S&P's methodologies and procedures. Participate in client meetings. + Demonstrate strong knowledge of ratings criteria and ... + Work on special projects as directed by the analytical team manager . **Compensation/Benefits Information:** (This section is only applicable to US candidates) S&P… more
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