- TIAA (New York, NY)
- **Wealth Client Relationship Manager ** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management ... are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. * Deeply curious with a demonstrated ability to… more
- Cognizant (Florida, NY)
- ** Client Relationship Manager ** **About Cognizant** Cognizant is one of the world's leading professional services companies, helping clients become ... to specific industries and the unique needs of the organizations we serve. **Overview** Client Relationship Manager plays a key role in our growth and are… more
- JPMorgan Chase (New York, NY)
- … needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Citigroup (New York, NY)
- …** Client Focus - Value Add and Driving Revenue** + Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage ... Relationship Sales group within Prime Services is responsible for the overall client experience. The Relationship Sales role encompasses the following primary… more
- Bank of America (New York, NY)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Merrill Market Supervision Manager New York, New York **To proceed with...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- Ballston Spa National Bank (Wilton, NY)
- …through balance sheet growth and client and employee satisfaction. The Relationship Manager will coach, motivate, and provide ongoing training in referrals, ... your future at BSNB! BSNB is seeking an enthusiastic Relationship Manager for our Greenfield Center and...IN THE LIFE In this role, you will provide client services and operational leadership within the branch and… more
- Citigroup (New York, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Arup (New York, NY)
- …formatting are presented following branding guidelines + Assisting with winning work tasks + Client Relationship Manager (CRM) data entry + Attending project ... meetings and providing follow-up support, including preparing meeting notes, agendas, action lists, reminders, and actions items + Conducting research, collecting, and analysing data to prepare reports and documents + Performs other duties as required **Is… more
- PNC (Albany, NY)
- …opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER Non-profit & institutional Banking* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in non-profit and ... demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER BUSINESS BANKING SR* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- AON (New York, NY)
- Aon is looking for a Relationship Manager - Equities Performance Practice - New York Metro Area, Hybrid Aon is in the business of better decisions At Aon, we ... About the Role We currently are looking for a Relationship Manager to join Aon Revenue GPS...be responsible for owning and developing a set of client relationships, delivering insights to Equities businesses across the… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER ENTERTAINMENT* WHAT IS THE OPPORTUNITY? Develops and manages relationships with clients in the assigned business segment and/or geographic ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- KeyBank (Albany, NY)
- …to nonprofit, public, corporate, government, and Tribal Nation clients. The Senior Relationship Manager (SRM) leads the execution of the Institutional Advisors ... clients, referrals from clients, internal partners, and COIs. The Senior Relationship Manager drives current relationships forward, expands existing KeyBank… more
- Bank of America (New York, NY)
- Relationship Manager (EGP) NEW YORK, New York... client 's needs + Manages aspects of the client relationship process, including client onboarding ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/ Relationship - Manager --EGP-\_25036077) **Job Description:** Merrill Wealth Management is… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... is culture driven, resilient, results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop… more
- KeyBank (Tarrytown, NY)
- …expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... relationship team to execute and advise on the client 's needs. The RM is responsible for serving high...analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER SENIOR* *New York, NY*...Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to ... advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - knowledge of CNB's… more