- Bank of America (Newark, DE)
- …for evaluating the design and execution of business processes/controls associated with Wealth Management activities (eg Private Bank and Merrill Wealth ... the Chief Investment Office, Financial Advisor Activities, Banking Product Sales , Licensed Supervision, Registration & Licensing, Data Management, Trust and… more
- EPAM Systems (Atlanta, GA)
- …Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds like you, ... achieve client business goals + Be a Consultative Account Manager or Client Partner for EPAM clients that are...for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs +… more
- UMB Bank (Rust, MI)
- **UMB's Wealth Management** takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal ... financial goals. The Wealth Management department is important to the company because...referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services.… more
- Comerica (Houston, TX)
- …20-month rotational program that includes formal credit training and two sales -focused rotations within the Commercial Bank to gain valuable business development, ... sales and relationship building skills. Professional career development through...lending and non-lending products and services, including Treasury Management, Wealth Management, Foreign Exchange, and Global Capital Markets. Lines… more
- KeyBank (Hartford, CT)
- …clients, the Strategist identifies opportunities to protect, grow and transition family wealth . They deliver national expertise locally through the engagement of ... Wealth Services or other Specialty Services Teams as an...contact on a client relationship while engaging a Relationship Manager to ensure that a complete and positive client… more
- First Horizon Bank (Doral, FL)
- …deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. ... This role performs the most complex assignments. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** Sales and Business Development + Proactive Sales Engagement: Engage… more
- First Horizon Bank (Marietta, GA)
- …deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. ... : M-F 9am - 5pm **ESSENTIAL DUTIES AND RESPONSIBILITIES** ** Sales and Business Development** * Proactive Sales ...to bank partners, including but not limited to mortgage, wealth , private client, and business banking. * Proactive Client… more
- Atria Wealth Solutions (King, NC)
- …on Allegacy Investment Group services. Also work closely with Allegacy Wealth Management Group in developing joint relationships between Allegacy Investment Group ... and Allegacy Wealth Management. + External relationships include Cuso Financial Services,...additional duties as may be assigned by the Program Manager . + Develop and maintain long-term relationships based on… more
- BMO Financial Group (Chicago, IL)
- …will play a key role in driving the execution of the Commercial Wealth Program by leading strategic initiatives that bridge Commercial Banking and Wealth ... and verbal presentation, professional and ability to interact with sales teams and leaders that we treat like clients...ensure quality of execution. + Acts as a relationship manager on assigned projects/programs and ensures alignment to overall… more
- Main Street Bank (Pepperell, MA)
- …Employment Status:Full Time Department: Retail Location:Branch Reports To: Assistant Branch Manager / Relationship Manager Date Prepared: 11/21/23 Human ... vital role at Main Street Bank, bringing in a wealth of experience and expertise. This position demands advanced...a more complex nature. In collaboration with the Assistant Manager and/or Branch Manager , they actively ensure… more