- Citigroup (New York, NY)
- …Responsible for coordinating resources and support tools for new Advisor and Relationship Manager recruits to onboard clients. Full management responsibility of ... The Senior Client Service Manager accomplishes results through...result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge… more
- Tompkins Community Bank (Mount Kisco, NY)
- …experience. + Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio development and ... will serve as an investment expert for TFA. The position manages TFA client investment portfolios within the investment philosophy established by the TFA Investment… more
- Wells Fargo (New York, NY)
- …for Advisors and Client Associates. Wells Fargo is seeking a **Senior Product Manager ** to join our Client Relationship Management Group to define and ... **About this role:** The ** Client Relationship Group** (CRG) Product Management... Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design… more
- TD Bank (Rego Park, 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
- TD Bank (West Babylon, 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
- TD Bank (Rye Brook, 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
- Bank of America (Pittsford, NY)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs...a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship… more
- Bank of America (New York, NY)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... Financial Center New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... Investments Management + Client Management + Client Solutions Advisory + Relationship Building +… more
- Live Nation (NY)
- …categories. You will be directly involved in maximizing the value of the client relationship and performance of client 's entertainment marketing programs ... additional information, visit www.livenationentertainment.com. WHO ARE YOU? The Brand Manager leads day-to-day relationship and activities of...with a focus on: + Client Relationship Service + Program Activation &… more
- Bank of America (Buffalo, NY)
- …client 's investment portfolio including asset allocation, portfolio construction, security/ manager selection, trade execution, risk management and compliance, and ... Portfolio Manager III Buffalo, New York **Job Description:** At...* Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.… more