- 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)
- …management. This growth is reshaping opportunities for strategic partners. As the Senior Relationship Manager , you will play a pivotal role within the JPMAM ... innovative solutions. Serving a diverse range of clients-from the world's largest institutional investors to local financial advisors -we leverage our global… more
- UMB Bank (Albany, NY)
- …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team ... This position will provide day to day support to existing institutional /corporate trust accounts including: billing for administrative fees, facilitating transaction… more
- JPMorgan Chase (New York, NY)
- …optimizes business performance by driving key initiatives and acts as trusted advisors to Business and Industry Heads. We provide financial and strategic analysis, ... Sales leaders and drive the Corporate Sales growth agenda. Leverage your relationship -building skills to lead key projects, manage business needs, and enhance… 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
- 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
- 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
- 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