- Eastern Bank (Boston, MA)
- …development support to other team members. + May directly supervise work of Client Service Associates and/or Senior Client Service Associates. ... including banking services, residential and commercial lending, cash management, and wealth management. Oversees general administration of client relationships… more
- Citigroup (New York, NY)
- …digital marketing strategy, spanning client and advisor-facing platforms across the full wealth continuum (Citigold, CPC, Citi Private Bank, and Wealth ... Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future...role will cement digital as a core engine of client growth, brand building, and advisor enablement across Citi… more
- JPMorgan Chase (New York, NY)
- …AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and ... ** Wealth Management, Product Development, Vice President** Description JPMorgan...and coordinate across business lines to ensure a unified client experience for new launches and the implementation of… more
- Citigroup (Tampa, FL)
- …Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The Wealth Operations organization ... The Citi Wealth Business provides services for clients in ...as Deposits, Lending, Investments and understand importance of KYC, Client Onboarding and Client Reporting. As part… more
- JPMorgan Chase (Plano, TX)
- …Asset & Wealth Management delivers industry-leading investment management and private banking solutions. The US Private Bank provides individuals, advisors ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- KeyBank (Buffalo, NY)
- **Location:** 726 Exchange Street, Buffalo New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice ... Relationship Manager (RM) is at the center of this client promise, acting as the primary client ...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- KeyBank (Naples, FL)
- **Location:** 3777 Tamiami North, Naples Florida **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice ... The Relationship Manager is at the center of this client promise acting as the primary client ...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- PNC (Sarasota, FL)
- …valued and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be ... relationships) - Technical knowledge - Local network (attorneys, accountants, wealth -oriented organizations, etc.) PNC will not provide sponsorship for employment… more
- US Bank (Beavercreek, OH)
- …degree, or equivalent work experience - Five or more years of experience in Wealth Management private banking and/or senior level financial services ... and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact… more
- Raymond James Financial, Inc. (New York, NY)
- …Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, ... current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with...of risks and regulations in all aspects of the Private Client and Asset Management . Risk… more