- KeyBank (Hartford, CT)
- …225 Asylum Street, Suite 1910 - Hartford, Connecticut 06103 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and ... retain client relationships. The CRA will be an active member...of interest, and acting in the best interests of Key 's clients and Key . **Education Qualifications** +… more
- Bank of America (West Hartford, CT)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... internal and external network to achieve business development goals. Key responsibilities include leading the Client Management...a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused… more
- KeyBank (Hartford, CT)
- …is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries. As ... team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB… more
- KeyBank (South Windsor, CT)
- …Buckland Road - South Windsor, Connecticut 06074 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent ... personnel to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- JPMorgan Chase (Springfield, MA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners… more
- The Hartford (Hartford, CT)
- …clients. Our mission is the pursuit of investment excellence centered on each client 's success, and we have developed a culture that fosters debate and collaboration ... through participation in innovative investment and technology solutions for HIMCO's client , market, and regulatory initiatives. This position is within HIMCO… more
- KeyBank (Hartford, CT)
- …client reviews, identifying opportunities for presenting unsolicited solutions/advice. Provides the client with deep knowledge in key product areas: cash ... equipment finance etc. and utilizes a visionary approach to educate the client on Key 's capabilities. + Identifies cross-sell opportunities and partners… more
- The Hartford (Hartford, CT)
- …and High Yield bonds, Mortgage-Backed securities, CMBS, ABS, Municipals, Emerging Markets, Private Placements, Whole Loans, Bank Loans, Equities (both Public and ... is the pursuit of investment excellence centered on each client 's success, and we have developed a culture that...as more fully described in the Code of Ethics Key Points. If you will be deemed to be… more
- Robert Half Finance & Accounting (Ware, MA)
- Description POSITION: Accounting Manager - Private School LOCATION: Ware, MA - In office position RECRUITER CONTACT: Kelleigh Marquard - Kelleigh.Marquard@Roberthalf ... Organization: Located on a stunning, rustic campus in Central Massachusetts, this private school is dedicated to providing an exceptional educational experience for… more
- Lincoln Financial (Hartford, CT)
- …and growth goals for alternative investments. They will partner closely with key stakeholders across field sales, investment, product management, and marketing in ... the distribution of alternative investment solutions to retail/HNW advisors and key centers of influence for the Eastern Sales Region. This individual will leverage… more