- City National Bank (New York, NY)
- …or equivalent * Minimum 6 years experience in client service, banking operations or relationship management support required. * Minimum 6 years experience in a ... Minimum 4 years of experience with bank products and services (eg. deposits, wealth management , cash management , international, etc.) required. *Additional… more
- JPMorgan Chase (New York, NY)
- …execution and alignment with strategic goals + Define and evolve servicing and relationship management models to provide best-in-class service. Focus on client ... business lines, including Asset Management , Chase Bank, and Chase Wealth Management . + Foster a positive work environment and drive employee satisfaction, as… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Manager, US Credit and Special Accounts Management **Requisition ID:** 232884 **Salary Range:** 117,400.00 - 224,700.00 _Please note that the Salary Range… more
- S&P Global (New York, NY)
- …Audit. + Lead efforts in defining and documenting a comprehensive Issue Management Process document/ methodology + Lead efforts to centralize control gaps/ issues ... proper risk assessment + Lead efforts in periodic reporting of issues to senior Management + Conduct data analysis to demonstrate trends of progress made in issue… more
- Broadridge Financial Solutions (New York, NY)
- …BTCS accelerates its growth across the Americas, our Senior Director of Account Management will play a pivotal role in deepening relationships with our existing ... the business. Key Responsibilities: + Lead and execute all aspects of account management and sales strategy for domestic and global clients, with full responsibility… more
- Equitable (New York, NY)
- …Equitable Holdings is a leader in financial services, focusing on retirement, wealth management , and investment management through AllianceBernstein. We ... execution of M&A activities across Equitable Holdings, with a focus on retirement, wealth management , and asset management through AllianceBernstein. This… more
- Bank of America (New York, NY)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +...Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk … more
- Bank of America (Melville, NY)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +...Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk … more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities...professional designations (CIMA, CFP, CPWA) a plus + Strong relationship and consultative management skills + Excellent… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central ... This role provides an opportunity to contribute to client relationships and wealth management solutions, benefiting from training, mentorship, and engaging… more