- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... is a producing- manager role that will involve covering select clients directly...investment solutions with asset allocation targets, risk management and client goals. + As the CPB and Citi product… more
- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. Broadridge is seeking a Client Relationship Manager to oversee the delivery of contracted services ... 3 years of experience as a Relationship Manager or in a related client -facing role....that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… 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 (Syracuse, 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
- 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
- JPMorgan Chase (Brooklyn, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
- JPMorgan Chase (New York, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… more
- Bank of America (Melville, NY)
- Senior Relationship Manager Business Banking- Long Island, NY Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to ... throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with... Experience Branding + Client Management + Client Solutions Advisory + Relationship Building +… more
- JPMorgan Chase (Rye Brook, NY)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and… more
- JPMorgan Chase (New York, NY)
- …broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Group Manager in JP Morgan Advisors, you will be responsible ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...position will dually report to the Head of the Client Service Group and the local Regional Director and… more