- Truist (New York, NY)
- …and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new ... change from time to time. + Engage with the Wealth Advisor and Investment Manager as a...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
- US Bank (New York, NY)
- …Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- Citigroup (New York, NY)
- The Wealth Mgmt Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... compensation, hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Mgmt Manager primary focus is to ensure corporate… more
- JPMorgan Chase (New York, NY)
- …multi-task, and meet deadlines. + Problem-solving and risk management capabilities. + Client servicing and relationship management. + Teamwork and personal ... **Job Posting: Grants Manager - Private Foundations Services Team** **About Us:**...for approval. **Key Responsibilities:** + Manage grants administration for client foundations. + Innovate and improve grants administration functions.… more
- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report… more
- Citigroup (New York, NY)
- …to work collaboratively with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication ... + Build solutions to seamlessly create and publish content across multiple client channels + Stay informed about industry trends, emerging technologies, and best… more
- JPMorgan Chase (New York, NY)
- … needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
- KeyBank (Tarrytown, NY)
- …expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... relationship team to execute and advise on the client 's needs. The RM is responsible for serving high...analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager… more
- NBT Bank (Williamsville, NY)
- …and business financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth and line of ... business partners to the table to deepen the relationship . Prepares and delivers client presentations, individually and as part of a team. + 10% - Maintains an… more