- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains...provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete… more
- M&T Bank (New York, NY)
- …for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring ... meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Citigroup (New York, NY)
- …for the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and ... client engagement functions. This role requires a passion for...Team** (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities + **Participate in… more
- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Bank of America (Rochester, NY)
- … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor ... Credit Solutions Advisor - Southtown Rochester, New York **To proceed...expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This… more
- Bank of America (New York, NY)
- Market Leader - Advisor Development Program New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Market-Leader Advisor -Development-Program\_25033922-2) **Job Description:** Merrill Wealth Management is a leading… more
- City National Bank (New York, NY)
- …MANAGER SENIOR SPORTS FINANCE & ADVISORY* WHAT IS THE OPPORTUNITY? The Senior Relationship Manager develops new business prospects and manages existing ... within the portfolio across entertainment and sports related firms. * Act as a senior advisor , demonstrating expertise in industry trends, and market dynamics to… more
- Citigroup (New York, NY)
- …and directly with clients, often at a senior level. Further the Lending advisor must leverage relationship skills to guide, influence and convince others, in ... The Wealth Lending Advisor for Asset Management Group (AMG) is a...develop new lending opportunities in concert with the AMG Client Coverage Banking team. + Originate and structure financing… more
- Bank of America (New York, NY)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development ... International Client Relationship Manager New York, New...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client … more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER SENIOR * *New York, NY* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for ... personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client...Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to… more