- NBT Bank (Williamsville, NY)
- …financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other ... by completing annual relationship reviews for clients. Brings other wealth and line of business partners to the table...+ 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and… more
- JPMorgan Chase (New York, NY)
- Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor's team. A Relationship Manager works in close partnership with the Financial Advisor(s) ... rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services. + Provides support across a diverse suite of… more
- JPMorgan Chase (New York, NY)
- …impact by delivering high-quality products that resonate with clients. As a Product Manager , Vice President - Global Salesforce CRM in Asset Management, you are an ... product offerings across a global base of users. You will leverage your product manager skill sets, Salesforce knowledge, and a passion for the user experience to… more
- City National Bank (New York, NY)
- *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management* WHAT IS THE OPPORTUNITY? Operational Risk ... in the first line of defense (1LOD) to support decision-making. The ORBO Manager 1 is responsible for challenging the quality, sufficiency, and completeness of 1LOD… more
- JPMorgan Chase (Brooklyn, NY)
- …providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) ... + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for… more
- Stanley Black and Decker (New York, NY)
- **National Trade Association Manager - In the field** 50% Travel Expected **Northeast** - **New York, NY, Boston, MA, & Northern NJ** **Come build something that ... and HUSTLER(R). **The Job:** As a National Trade Association Manager , you'll be part of our Commercial Construction team...multiple career paths. + _Learn:_ Have access to a wealth of learning resources, including our digital learning portal.… more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in… more
- Broadridge Financial Solutions (New York, NY)
- …the way, come join the Broadridge team. We are seeking a Senior Product Manager to lead multiple projects within Broadridges Asset Servicing Product Team. In this ... a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to the ASTRID… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team...is the place for you. As an Advisor Engagement Manager , you will lead the strategy and execution of… more