- CIBC (New York, NY)
- …to generate transaction ideas/opportunities that can be discussed with the relevant relationship manager and deal/coverage team ** Relationship Building** - ... We're building a relationship -oriented bank for the modern world. We need...+ Assist in company due diligence investigations + Support senior investment banking colleagues and directing and training analyst… more
- MUFG (New York, NY)
- …Maintain direct communication with assigned customers, if needed by RM ( relationship manager ). + Coordinate and communicate critical account information ... structuring of deals and covenant in line with policies and procedures. Manager will periodically check in, however, associates can also make appropriate judgement… more
- Citigroup (New York, NY)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- HUB International (Melville, NY)
- …Benefits Wholesale Division. This individual will serve as the primary relationship manager for Professional Employer Organization (PEO) accounts, acting ... as a trusted advisor to retail brokers, internal sales teams, and PEO partners. The ideal candidate will bring a strong understanding of the PEO model, employee benefits strategies, and the complexities of the wholesale benefits distribution channel. **Key… more
- Capital One (New York, NY)
- Senior Manager , Product Design We're currently seeking a Senior Manager , Product Design Portfolio Leader to join our **Customer Identity & Data design ... love to hear from you. **Role Expectations** As a Senior Manager of Product Design, you'll combine...be regularly worked. Sales Territory: $175,500 - $200,300 for Sr . Manager , Design McLean, VA: $193,000 -… 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
- Pioneer Bank (Rensselaer, NY)
- TITLE: Senior Relationship Banker LOCATION: Greenbush Commons/Albany REPORTS TO: Branch Manager CLASSIFICATION : Full Time, Non Exempt PAY GRADE : NE 35 ... 8:00am-4:45pm, Thursday-Friday 8:00am-5:15pm, Saturday 8:30am-12:30pm Position Summary : The Senior Relationship Banker's primary focus is to establish… more
- JPMorgan Chase (New York, NY)
- …HR priorities and supporting clients across Global Investment Banking. As the primary relationship manager and the face off to the client, this position ... to work within a Center of Excellence/Shared Service construct, providing support to senior HR Business Advisors and business leaders on core HR activities. As a… more
- JPMorgan Chase (New York, NY)
- …teams to understand results, drawing from evaluation data, research, metric data, and Relationship Manager knowledge + Inform and manage impact data collection, ... designing tools to better measure our impact, developing presentations for senior stakeholders, creating case studies to showcase Global Philanthropy's impact, and… more
- LinkedIn (New York, NY)
- …that connects and builds mutually beneficial relationships between buyers and sellers. As a Relationship Manager , you will lead the expansion of our client base ... with SaaS sales, consultative sales, consulting, or relevant + Experience in relationship management speaking to C-level users + Proven history of overachieving… more