- TD Bank (Melville, NY)
- …more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch ... the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the central point of… more
- Citizens (Lake Ronkonkoma, NY)
- …continuous coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage ... long term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private … more
- TD Bank (Melville, NY)
- …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 Advisors (IA)), who work...instruction to help the RM and IA teams grow client relationships, client balances, revenue and take… more
- Deloitte (Jericho, NY)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As...papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to… more
- Deloitte (Stamford, CT)
- Financial Services Risk Management Manager Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design ... critical to the success of our clients. As a Manager , you will have opportunities to: + Learn how...and other digital strategies + Support the development of client deliverables or for internal business needs + Serve… more
- Stantec (Hauppauge, NY)
- Project Manager , Structural Engineer- Ports and Marine - ( 230000O7 ) **Description** Our Port and Marine Terminals (PMT) group is currently made up of teams across ... PMT Northeast Region is in search of a Project Manager /Maritime Structural Engineer. In this position, you will have...on multiple projects for a range of public and private sector clients, including marine terminal operators, port authorities,… more
- Compass Group, North America (Stamford, CT)
- …think quickly, analytically, strategically, and accurately + Shows expert client relationship , influencing, presentation, listening, and communications (written ... FISD Position Title: DISTRICT MANAGER - FISD - CONNECTICUT REGION Pay Grade:...School Dining has been leading the way in transforming private and independent school foodservice across 300 communities for… more
- Deloitte (Stamford, CT)
- Deloitte Risk and Financial Advisory Risk, Data and Regulatory Liquidity - Manager Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, ... strategic transformation in the financial services industry combined with relationship -building, leadership, and communication skills. The ability to bring together… more
- M&T Bank (Norwalk, CT)
- …business owners, and/or families. Serves as mentor for a small group of Private Client Advisors and exercises general guidance in the relationship ... planning process for clients **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has… more
- Citigroup (Stamford, CT)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more