- Citigroup (New York, NY)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating ... and North America. It delivers the full range of wealth products across investments, banking, lending , insurance,...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Citigroup (New York, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Bank of America (Melville, NY)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Sr . Relationship Manager - GCB (Middle Market - Long...Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver… more
- NTT America, Inc. (NY)
- …deep expertise across all Banking and Financial Services segments - Banking, Capital Markets, Wealth and Asset Management , Lending , Payments and Fintechs the ... exceed client expectations and enhancing service quality. + Escalation & Crisis Management : Function as the senior escalation resource for delivery initiatives,… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred)… more
- TD Bank (New York, NY)
- …The Private Banking and Lending Technology group is a growing team within TD Wealth Management . For the right candidate, this is the opportunity to make an ... Technology Solutions **Job Description:** We are looking for a Senior Business System Analyst with Project Management ...Management experience to join the Private Banking and Lending Technology team. The ideal candidate has strong process… more
- Huntington National Bank (New York, NY)
- …clients for Corporate Mortgage Finance and across the bank. + Develop and implement senior management approved team strategy to meet assigned goals, mitigate and ... policies of the Bank, including all front-end guidance and senior management directives. + Initiate and deepen...and cross-selling other banking services, including capital markets, treasury management , wealth management + Excellent… more
- KeyBank (Syracuse, NY)
- …+ Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement + Proactively analyzes and interprets ... client advice Sales + Works closely with the Relationship Management Team to identify and prioritize opportunities to deepen...and Trust Opportunities as well as any other banking, lending or insurance needs + Fosters close business relationships… more
- JPMorgan Chase (New York, NY)
- …including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending , Wealth Management , Product & Technology, HR, and Operations. ... fast-paced projects that are of high priority to our senior management and are at the forefront...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
- JPMorgan Chase (New York, NY)
- …including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending , Wealth Management , Product & Technology, HR, and Operations. ... high-priority projects that are at the top of our senior management 's agenda and at the forefront...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more