- BMO Financial Group (New York, NY)
- …with product and service teams to ensure timely and effective solution delivery. ** Client & Relationship Management** + Provide exemplary client coverage, ... development of analytics and reporting frameworks to support data-driven decision-making. ** Client & Relationship Management** + Deliver high-quality client… more
- Bank of America (New York, NY)
- …to learn, grow, and make an impact. Join us! **Job Responsibilities:** The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the ... treasury management relationship for a complex portfolio of current and prospective...Service partners to present optimal global solutions to meet client objectives. Responsibilities include: + Focus on responsible growth… more
- Grant Thornton (Melville, NY)
- …quality work and help you achieve more, confidently. This position can be a senior manager or director level. Your day-to-day may include: + Supervising the ... The Corporate Tax Solutions Family generally has the primary tax relationship with the client , and you will help with the engagement management for multiple… more
- M&T Bank (Buffalo, NY)
- …assigned by the department manager or Leadership Development Manager -MDP. **Department Description:** Provides relationship management and fiduciary advisory ... participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two… more
- TD Bank (New York, NY)
- …threats across the global payment's ecosystem. This role acts as the senior liaison between the organization and external partners, ensuring effective representation ... of systemic and operational risks. **Key Responsibilities: Industry Engagement & Relationship Management** + Represent the organization in industry committees and… more
- LinkedIn (New York, NY)
- …planning and sales operational excellence **Suggested Skills:** + Sales Strategy + Client Relationship Building + Consultative Selling + Data-Driven Insights ... from new buying groups while your pod partner, the Client Solutions Manager , focuses on growing existing...team environment. **Responsibilities: ** + Engage and strategize with senior -level executives at client companies or agencies… more
- PNC (New York, NY)
- …encouraging distribution and use of products across various lines of businesses. * Client relationship management is crucial, focusing on expanding market share ... *Market Mapping & Outreach: Identify, segment, and prioritize target partners and client profiles. Develop tailored engagement strategies by channel and firm type.… 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 leader within the US Wealth Management Business...Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth… more
- UMB Bank (Albany, NY)
- …+ Complete all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and ... managers to perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited...credit request. + Present loan submissions to the UMB senior loan committee on behalf of relationship … more
- WTW (New York, NY)
- …engagements. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal ... Associate Director, you will be a leader on the client service team and will be responsible for fostering...for clients. Responsibilities include: + Serving as lead project manager for clients; materially contributing to project plan creation… more