- KeyBank (Albany, NY)
- …to nonprofit, public, corporate, government, and Tribal Nation clients. The Relationship Manager (RM) leads the execution of the Institutional Advisors ... **Location:** 4900 Tiedeman Road, Brooklyn Ohio Institutional Advisors are national practice experts...clients, referrals from clients, internal partners, and COIs. The Relationship Manager drives current relationships forward, expands… more
- JPMorgan Chase (New York, NY)
- …achieve their goals in the way that's best for them. As a 529 Relationship Manager and Investment Specialist within JP Morgan Asset Management's Global Strategic ... Relationship team, you will work with our Education Savings...education savings, representing our award-winning thought leadership platform to advisors and end-clients nationwide. You will also manage our… more
- TD Bank (New York, NY)
- …Management Services Inc) with independent and complex regulatory regimes.** **The Financial Advisors , Relationship Managers, and Investment Advisors who are ... management business that provides products and services (designed for High-Net-Worth, Institutional and Mass Affluent clients of TD Bank, NA encompassing banking,… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …or provide facts or information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion of ... appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing… more
- Neuberger Berman (New York, NY)
- …Only (DCIO) Business Development professionals and senior Retirement Relationship Managers. **Responsibilities:** + Support Business Development professionals and ... Relationship Managers in all aspects of building and maintaining...with Retirement Clients including: All types of retirement focused advisors but also Recordkeeping Platforms, Trust Companies, TPAs, and… more
- Bank of America (New York, NY)
- …product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a ... feeder fund structuring this position may require connectivity with financial advisors and clients to execute complex product transactions across private placements… more
- BlackRock (New York, NY)
- …clients, including institutional investors, high net worth individuals, and financial advisors . **Job Description** + Serve as a primary point of contact for ... of global investment management, risk management and advisory services to institutional , intermediary, and individual investors around the world. BlackRock offers a… more
- Stony Brook University (Stony Brook, NY)
- …Duties:** The Director of Advising Systems & Technology will manage Customer Relationship Manager (CRM) and collaborate heavily with university advising offices, ... Assistant Provost for Academic Advising, the Director will advance institutional advising priorities through effective management of advising technologies, systems,… more
- JPMorgan Chase (New York, NY)
- …7 and 63 certifications required. + Demonstrated experience in fund sourcing, manager relationship management, and investment monitoring. + Strong analytical and ... Establish and maintain strong partnerships with internal teams (specialists, advisors , research analysts) and external fund managers to enhance platform… more