- Bank of America (New York, NY)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Market-Supervision- Manager \_25032095) **Job Description:** Merrill Wealth Management is… more
- Broadridge Financial Solutions (Edgewood, NY)
- …while helping others along the way, come join the Broadridge team. We are seeking a Manager , Client Services to join our dynamic team of client advocates. In ... a champion for superior service delivery, youll collaborate across functions, manage client engagements, and help your team thrive in delivering solutions that… more
- BlackRock (New York, NY)
- …at external clients. This exciting role combines aspects of project management, client relationship management, technical execution and risk analytics expertise. ... solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech team partners with wealth management...level exposure and play an active role in transforming client organizations; a typical implementation is at least as… 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 ($21.00 ... 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 and deepen … more
- JPMorgan Chase (New York, NY)
- …and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager . JP Morgan Private Client is growing amid the ... you will support the strategy and execution of a Relationship Manager center of excellence which includes...relationship managers able to build successful businesses through client acquisition and deepening existing client relationships… more
- Bank of America (New York, NY)
- …a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + ... Private Client Advisor II New York, New York **To...an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business… more
- Bank of America (Melville, NY)
- …a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + ... Private Client Advisor II Melville, New York **To proceed...an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business… more
- BlackRock (New York, NY)
- …in the Americas to generate new and repeat business through proactive relationship management. + Develop and deepen client relationships, establishing strategic ... **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York...desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver… more
- City National Bank (New York, NY)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... solutions to customers/prospects. * Follows-through with plan designed by Relationship Manager for customer, as defined. *...Degree or equivalent * Minimum 6 years experience in client service, banking operations or relationship management… more
- TD Bank (Brooklyn, NY)
- …as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client ... as the central point of contact, responsible for providing client service & developing the relationship to...annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth… more