- Comerica (New York, NY)
- …IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role ... training. Stays current on fiduciary/tax/legal changes that effect a client's wealth plan or administration of account TEAM MEMBER RESPONSIBILITIES Assists with… more
- Bank of America (New York, NY)
- …and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work effectively ... Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation Skills + Prospecting + Referral… more
- S&P Global (New York, NY)
- …Cross Divisional and Synergy referrals and campaigns in region. + Build relationship with local regulatory bodies to understand regulatory landscape and how the ... markets gained via experience at a financial institution, asset manager or financial data / technology firm; + Strong...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Bank of America (New York, NY)
- …and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners (internal and ... ongoing risk management of platform **Desired Qualifications** : * 12+ years wealth management and/or annuity experience (required) * Ability to think strategically… more
- Citizens (New York, NY)
- …client's unique circumstances. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more
- First Horizon Bank (New York, NY)
- … to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key product partner ... for relationship managers for new treasury management sales, and joint...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- Somatus (Brooklyn, NY)
- …and partners. **Showing Up for You** We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of ... care team, specifically under the guidance of RN Care Manager and act as an advocate guiding them through...He/she will be the key holder of the patient relationship and trust and will be responsible for building… more
- BlackRock (New York, NY)
- …between their existing and desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver a modern approach to ... public pension plans, corporate retirement plans, central banks, sovereign wealth funds, and other institutional investors. **Role and Responsibilities:**… more
- Arrow Financial Corporation (Lake George, NY)
- …This opportunity may be perfect for you if you have experience in: > Relationship Building > Cash Handling > Excels in a detail-oriented, regulatory environment > ... counterfeit currency and monetary instruments. > Act in Branch Manager 's absence as needed. > Able to travel, using...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more
- Arrow Financial Corporation (Troy, NY)
- …have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > ... appropriate to co-workers and customers. > Act in Branch Manager 's absence as needed. > Able to travel, using...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more