- Unknown (New York, NY)
- …company's vision and financial targets, as well as championing the company's presence in the high - net - worth and ultra- high - net - worth segments. ... of 10 years of sales leadership experience in personal lines insurance, particularly within high - net - worth segments. The role requires a proven track record… more
- Unknown (Long Island City, NY)
- …to join their team. The successful candidate will be responsible for serving as a trusted advisor to High Net Worth (HNW) and Ultra High Net Worth ... strong business development and client retention history, excellent communication, and relationship management skills, and a white-glove service mindset. The ideal… more
- Unknown (New York, NY)
- …advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high - net - worth and ultra- high - net - worth ... disciplines. The ideal candidate will have excellent communication and relationship -building skills, strong organizational abilities, and an entrepreneurial spirit… more
- Unknown (New York, NY)
- …leader will personally engage in high -level donor cultivation, particularly with high - net - worth individuals and finance sector executives, and will be ... corporate leaders, and philanthropic partners, as well as leading a high -performing development team and ensuring operational excellence in the fundraising function.… more
- Unknown (New York, NY)
- …and executing a global membership acquisition strategy, with a focus on targeting ultra- high - net - worth individuals and influencers. This role demands a ... professional with a minimum of 8-10 years' experience in high -end sales or relationship management, particularly within luxury sectors such as automotive, real… more
- Unknown (New York, NY)
- …and escalation management, and experience in managing both enterprise-level clients and high - net - worth property owners is preferred. The ideal candidate ... strategic plans, strong financial and operational acumen, and excellent communication and relationship -building skills. The VP will be expected to have a deep… more
- JPMorgan Chase (New York, NY)
- We are seeking a visionary Executive Director to lead the High Net Worth (HNW) Card Product team, with responsibility for driving growth, innovation, and ... and other forums, crafting a comprehensive story of the High Net Worth Card Product...partners, and drive business results while demonstrating strong collaboration, relationship , and project management skills. + Comfort operating in… more
- Citigroup (New York, NY)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
- Citizens (New York, NY)
- … Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create ... Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent...Manager II will engage directly with our affluent and high - net - worth clients to exceed their… more
- TIAA (Albany, NY)
- …Manager partners with Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under moderate supervision, this ... **Wealth Client Relationship Manager** Wealth Management Client Relationship ...job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their… more
