- Citigroup (Queens, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... make a difference. Join us! **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Relationship Manager...teams client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE… more
- Citigroup (New York, NY)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Citi Global Wealth brings together the full power of Citi...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
- Neuberger Berman (New York, NY)
- **Summary** The Marketing Manager operates within the NB Private Wealth ("NBPW") Marketing team, which provides strategic and tactical marketing solutions to the ... Private Wealth business at Neuberger Berman. This individual will be...advisory and planning capabilities at the firm. The Marketing Manager will work directly digital marketing, design and marketing… more
- US Bank (New York, NY)
- …from Day One. **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager is a senior level management position that is responsible for coordination ... activities related to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports the Audit… more
- TD Bank (New York, NY)
- …of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable ... maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the...an effort to interest the client in deepening their relationship with TD Wealth + Executes in… more
- TD Bank (Melville, NY)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... in the high net worth segment. The Private Client Relationship Manager II will serve as the...of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, … more
- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager New York, New York **Job Description:** This job is responsible for leading the overall service delivery model to ... include the bank's digital offerings and wealth management banking strategy in the market while working...regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report… more
- City National Bank (New York, NY)
- ** RELATIONSHIP MANAGER SENIOR FINRA** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with clients in the assigned business segment and/or ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- Citigroup (Eastchester, NY)
- …of ~ 80 - 100 branch stakeholders and other territory partners (eg Wealth Management, Mortgage) * Partner with cross retail segment territory peers spanning ... Wealth Management, Consumer and Mortgage and initiate collaboration to...Revenue contributions at Citi. * Deliver client satisfaction and relationship profitability. Be primary point of contact. * Leverage,… more
- Bank of America (New York, NY)
- Relationship Manager Development Program - Global Commercial Banking - New York, NY New York, New York **Job Description:** At Bank of America, we are guided by ... skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the...including Investment Banking, Global Payments, Rates & FX, and Wealth Management + Facilitates client relationships with product specialists… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Regional Sales Manager - Private Client (RSM) is ... responsible for the direct management of teams of Wealth Professionals ( Relationship Managers (RM) and Investment...and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act), 12 USC || 5102 et seq., and… more
- City National Bank (New York, NY)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... and recommending solutions to customers/prospects. + Follows-through with plan designed by Relationship Manager for customer, as defined. + Resolves problems,… more
- Bank of America (New York, NY)
- …is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM).The Market Supervision Manager (MSM)supports the Firm's ... Merrill Market Supervision Manager NEW YORK, New York **Job Description:** Job...compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory… more
- TD Bank (New York, NY)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point ... Net Worth Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- City National Bank (New York, NY)
- …registered under the Safe Act. Must remain in good standing under the Safe Act. ** Wealth Management Division: Private Banking** As a member of City ... asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth… more
- Bank of America (New York, NY)
- Data Support Manager Charlotte, North Carolina;New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... -Understanding of business process modeling, data provisioning modeling, and entity relationship modeling -Comfortable with the application of digital technology and… more
- Bank of America (Jersey City, NJ)
- Metadata and Controls Data Support Manager Charlotte, North Carolina;Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common ... Understanding of business process modeling, data provisioning modeling, and entity relationship modeling + Comfortable with the application of digital technology and… more
- City National Bank (New York, NY)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System… more