- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Citizens (Newport Beach, CA)
- Description The Senior Private Bank Recruiter is responsible for leading full-cycle recruitment for Private Bank roles, including relationship managers, lending ... Bank's growth objectives and market expansion. Acting as a trusted Talent Advisor , the recruiter provides market insights, advises on role definitions, and ensures… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... join an organization that will help unlock your potential? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a… more
- Citigroup (Irving, TX)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, ... Client Partnership:** Serve as the primary technical interface and trusted advisor for Citi's platinum clients on Payments platforms, fostering strong relationships… more
- Bank of America (Huntsville, AL)
- Business Banking Senior Relationship Manager - Huntsville, AL Huntsville, Alabama **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Huntsville/Business-Banking- Senior -Relationship-Manager Huntsville--AL\_25042385-2) **Job Description:** At Bank of America, we… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... Stakeholder Partnership & Communication + Serve as a trusted advisor to HR business partners and business leaders on...with at least 2 years in a managerial or senior -level role. + Strong understanding of compensation design, market… more
- KeyBank (Salt Lake City, UT)
- …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 ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- First Horizon Bank (Orlando, FL)
- …the small business department and region. + Acts as a financial advisor by educating the customer about financial strategies (eg Financialplanning, investments, ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- Charles Schwab (Westlake, TX)
- …communications, and external partners. We value professionals who understand the wealth management marketplace and know how to build go-to-market plans that ... the office 4 days a week. **Preferred qualifications:** + Understanding of investor/ advisor audiences, or philanthropy space. In addition to the salary range, this… more
- First Horizon Bank (Memphis, TN)
- …client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points + ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more