- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad understanding of… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...relationship . US Credit Card solutions are provided to Wealth clients via Citi Personal Banking. This role will… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth - Relationship - Manager \_25035783-2) **Job Description:** Merrill … more
- Citigroup (New York, NY)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… more
- Citigroup (New York, NY)
- …partners to ensure cohesive communication. + Serve as a point of contact, relationship manager to Sr. HR Advisor clients **HR Project Management** **and** ... and processes and provides support to the business unit Senior Human Resources Officer. The HR Business Execution team...on the respective people agenda priorities for USPB and Wealth . The Business Unit Manager will report… more
- KeyBank (Amherst, NY)
- …other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well ... apply those to testing, monitoring, issues management, and verification activities. The Senior Compliance Manager must exhibit strong leadership, initiative, and… more
- Citigroup (Smithtown, NY)
- …with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail ... The Wealth Regional Director is a senior ...Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director… more
- TD Bank (New York, NY)
- …for the first line of defense in Wealth by partnering with US Wealth Senior Leadership Team, Federated Partners (Compliance, Legal), and AMCB Consumer Bank ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth ...regulatory bodies including FINRA, SEC, OCC + Partners with Senior Executives across Consumer Distribution & AMCB to deliver… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Business Management / Administration ... Marketing material that identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational...and reward the contributions of others + As a senior executive team member, and across all areas of… more
- JPMorgan Chase (New Hyde Park, NY)
- …as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships… more