- House of Blues (New York, NY)
- …data and technology to drive meaningful outcomes. THE JOB: As a Technical Program Manager embedded within the Data Analytics Products & Services team, you'll play a ... innovation. This position combines technical program management expertise with client relationship management skills to ensure successful project delivery. Acting as… more
- Carrington (Albany, NY)
- …position will require to travel from time to time.** The Learning & Development Manager will be part of the Learning & Leader Development management team, this role ... or Adobe Captivate. + Excellent interpersonal skills including influencing and relationship -building across functions. + Knowledge and abilities in the principles… more
- JPMorgan Chase (New York, NY)
- …in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank, or Institutional Investor (eg, Sovereign ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources… more
- Bank of America (New York, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Bank of America (Melville, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Citizens (New York, NY)
- …client's unique circumstances. The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's loan portfolio with extraordinary ... Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand...Private Bank guidelines and lead the conversation with the Relationship Manager , Client Relations Team, or Credit… more
- Bank of America (New York, NY)
- …investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank). ... Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new...and new product development, and utilize network of asset manager connections to find new offerings. + Responsible for… more
- Comerica (New York, NY)
- …a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- CIBC (New York, NY)
- …to generate transaction ideas/opportunities that can be discussed with the relevant relationship manager and deal/coverage team ** Relationship Building** - ... We're building a relationship -oriented bank for the modern world. We need...Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are in business to… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... credit union members and clientele to help manage their wealth . The ideal candidate will be self-motivated and be...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more