- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: +...key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner… more
- KeyBank (Albany, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager 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
- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Market-Client-Relationship- Manager \_25020057) **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
- 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
- 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
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR -REGISTERED INVESTMENT ADVISOR * *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and ... regulatory affairs. * For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). * For Wealth Management Compliance roles, experience with… more
- TD Bank (New York, NY)
- …colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct ... guidance and independent challenge.** **In this position, the Compliance Manager will manage the regulatory change management process, regulatory compliance… more
- JPMorgan Chase (New York, NY)
- …offer an exciting opportunity for career growth and development as a Trading Services Manager . Join us to leverage your skills in automation and data analysis and be ... of a team that values innovation and continuous improvement. As a Trading Services Manager within JPMorganChase, you will be a key player in our team, leveraging… more
- Santander US (New York, NY)
- Commercial Banking Relationship Manager Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial ... You!** **The Difference You Make:** The Commercial Banking Relationship Manager will be responsible for the sales, service and...while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions,… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... Management Leadership Team. We are looking for an experienced Business Unit Manager to join the Production Management Business Execution Team and provide Global… more
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