• Key Private Bank Relationship Manager

    KeyBank (Syracuse, NY)
    …needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as ... the primary client advisor developing and implementing strategies based on the client's...financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's… more
    KeyBank (04/04/25)
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  • Merrill Market Supervision Manager

    Bank of America (White Plains, NY)
    Merrill Market Supervision Manager White Plains, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… more
    Bank of America (04/25/25)
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  • Salesforce Senior Product Manager - WIM CRM

    Wells Fargo (New York, NY)
    …**Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization ... of the Advisor Desktop experience and Advisor tools to... channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a… more
    Wells Fargo (05/20/25)
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  • Financial Consultant Partner

    Charles Schwab (Huntington Station, NY)
    …affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a ... the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. To… more
    Charles Schwab (05/21/25)
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  • Registered Senior Regional Service Manager, SVP

    Citigroup (New York, NY)
    …of resources. Responsible for coordinating resources and support tools for new Advisor and Relationship Manager recruits to onboard clients. Full management ... that arise as a result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge as well as servicing best… more
    Citigroup (05/13/25)
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  • Head of Intermediary Alternatives

    T. Rowe Price (New York, NY)
    …in assets under management globally (as of March 31, 2025). The Wealth Management distribution group strives to build strong long-term relationships through ... products offered by TRP & OHA. + Work with Wealth Management Executive leadership team to ensure close partnership...well as ensuring the appropriate support model to service advisor specific needs in the intermediary space. + Partner… more
    T. Rowe Price (05/08/25)
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  • Global Distribution Enablement Lead

    Wellington (New York, NY)
    …Global Distribution Enablement Lead is to work with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to define, design, and drive adoption of ... new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global...teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure… more
    Wellington (04/25/25)
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  • Compliance Examination Manager

    CIBC (New York, NY)
    We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business financial solutions, as well as… more
    CIBC (04/24/25)
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  • Managing Director, Financial Services Investment…

    KeyBank (New York, NY)
    …the origination, execution and closing of M&A transactions. + Establish Trusted Advisor relationship with important corporate and private equity clients to ... companies as well as private equity-owned businesses. They have proven client relationship skills and are capable of independent business development activity in… more
    KeyBank (04/23/25)
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  • Managed Care Leader

    WTW (New York, NY)
    …revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Broking. The Managed Care Growth Leader is the ... managing the totality of the Willis Towers Watson (WTW) relationship for clients within the Managed Care Industry. This...participating in speaking engagements, etc + Become a trusted advisor and portal to WTW for assigned Managed Care… more
    WTW (03/26/25)
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