• Direct Markets Coverage Brokerage Services…

    Bank of America (New York, NY)
    …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Brokerage-Services-Financial- Advisor \_25035237) **Job Description:** Merrill ... Advisor is a fully licensed, non-commission based, advisor position that operates with the Merrill Wealth...client coverage routines to ensure client satisfaction, present to senior leadership and control partners on business and risk… more
    Bank of America (12/22/25)
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  • Private Market Research Analyst (Evergreen) Citi…

    Citigroup (New York, NY)
    …In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing ... private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring,… more
    Citigroup (10/25/25)
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  • Wealth Management, Managed Solutions…

    JPMorgan Chase (New York, NY)
    …sitting within JPM Investment Solutions that provides comprehensive client and advisor coverage of all managed solutions (Separately Managed Accounts, mutual funds, ... and multi- manager across JPM and 3rd party) in a coordinated...way. With a product-agnostic lens, the team partners with senior leadership in each region and channel (in Private… more
    JPMorgan Chase (12/20/25)
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  • Senior Relationship Manager…

    Citigroup (New York, NY)
    …Managing Director - Relationship Manager will partner with the Head of Asset Manager Relationships and leaders across Citi Wealth and the broader bank to ... stakeholders in implementing a relationship governance framework for Citi Wealth 's asset manager partners that aligns with...feedback for future development. + Work closely with other senior leaders to help ensure Citi Wealth 's… more
    Citigroup (12/17/25)
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  • Senior Technical Account Manager…

    Bloomberg (New York, NY)
    Senior Technical Account Manager - Semi-Liquid Funds...all the data in between. Whether a fund investor, manager , or advisor , our team provides the data, ... tender offer and interval funds, non-traded REITs, and emerging private wealth -accessible vehicles under 506(c) and 3(c)(7) exemptions. Our work ensures accurate,… more
    Bloomberg (11/15/25)
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  • Senior Technology Strategy - Lead Technical…

    JPMorgan Chase (New York, NY)
    …fostering growth and innovation in a dynamic environment. As a Lead Technical Program Manager in Asset & Wealth Management Technology Team, you will drive the ... & Wealth Management (AWM) Technology Strategy team partners with senior leaders to define and execute technology priorities, drive strategic initiatives, and… more
    JPMorgan Chase (11/27/25)
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  • Key Private Bank Senior Relationship…

    KeyBank (Buffalo, NY)
    …advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the ... primary client advisor , developing and implementing strategies based on the client's...financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's… more
    KeyBank (12/17/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (New York, NY)
    …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Merrill-Market-Client-Relationship- Manager \_25046849) **Job Description:** Merrill ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,...the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support… more
    Bank of America (12/22/25)
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  • Relationship Manager (EGP)

    Bank of America (New York, NY)
    …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Relationship- Manager --EGP-\_25036077) **Job Description:** Merrill ... Relationship Manager (EGP) NEW YORK, New York **To proceed...client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in… more
    Bank of America (12/22/25)
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  • Senior Client Engagement Specialist

    H&R Block (New York, NY)
    …white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting and tracking of Return ... win, retain and delight these referral clients from "Retail" Wealth Managers. You will interface with the wealth...Previous experience in a financial services or Registered Investment Advisor (RIA) business. + Familiar with H&R Block's tax… more
    H&R Block (12/19/25)
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