- NBT Bank (Norwich, NY)
- …are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and recommends ... make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50% Directly manage… more
- Citigroup (New York, NY)
- The Client Development Manager is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development with ... that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects.… more
- Truist (New York, NY)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
- JPMorgan Chase (New York, NY)
- …to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale, complex transformations. If ... environments and are passionate about shaping the future of wealth management, this is the role for you. **Key...business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive… more
- Wellington (New York, NY)
- …our perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product ... differentiated marketing materials for select investment approaches/funds for the US Wealth market, partnering with product management and portfolio management for… more
- JPMorgan Chase (New York, NY)
- …in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank, or Institutional Investor (eg, Sovereign ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources… more
- JPMorgan Chase (New York, NY)
- …with artificial intelligence, you have found the right team. As a Product Owner Sr . Associate in our Wealth Management Solutions division, you will spend each ... Services of which at least 5 years are as a hands-on product manager with demonstratable experience in agile product practices throughout the product lifecycle. +… more
- Citizens (New York, NY)
- …while intimately focusing on each client's unique circumstances. The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more
- Bank of America (New York, NY)
- Sr . Relationship Manager -Global Commercial Bank - Middle Market - Technology Group New York, New York;Iselin, New Jersey **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Sr -Relationship- Manager --Global-Commercial-Bank Middle-Market Technology-Group\_25030928) **Job Description:** At Bank… more
- Citizens (New York, NY)
- …circumstances. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The Sr ... Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand...control from the loan application through closing process. The Senior Lending Specialist is expected to lead, mentor, and… more