- NBT Bank (Williamsville, NY)
- Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for ... the bank 's high net worth private banking clients. Optimizes client relationships by positioning and...financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth and line… more
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary… more
- Citigroup (New York, NY)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible ... **About Citi** Citi, the leading global bank , has approximately 200 million customer accounts and...activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an… more
- Bank of America (New York, NY)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private -Client- Manager -II\_24027652) **Job Description:** At ... Private Client Manager II New York,...the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships… more
- Bank of America (New York, NY)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- Bank of America (Melville, NY)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch,...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- Citizens (New York, NY)
- …Bank , Sr. Private Equity Lending Associate (Fund Finance) supports the Relationship Manager with their loan portfolio with extraordinary care and service. ... from initial client contact through the closing process. The Private Equity Lending Associate is expected to lead loan...a team. Primary responsibilities include + Works closely with Relationship Manager and client to identify lending… more
- Bank of America (Melville, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/Sr- Relationship - Manager --Global-Commercial-Banking ... Sr. Relationship Manager , Global Commercial Banking -...NY Team. The Middle Market segment of the Commercial Bank serves public and private companies with… more
- Bank of America (New York, NY)
- …and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on ... Private Wealth Management Specialist-NR New York, New York...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- TD Bank (New York, NY)
- …Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients ... will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members ( Relationship … more
- Bank of America (New York, NY)
- …and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on ... Private Wealth Client Associate New York, New York...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- JPMorgan Chase (New York, NY)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
- Bank of America (New York, NY)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Credit- Manager -Sr-Credit-Underwriter-Global-Wealth ... Manager **Required Qualifications:** *7+ years of commercial / private wealth management credit experience **(note: position may be...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- City National Bank (New York, NY)
- …to individuals and families within a specific region. Partners with the Private Bankers in business development and relationship management activities to ... *CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point...the Safe Act. What you will do * Support Private Banker in all areas of new business development… more
- TD Bank (New York, NY)
- …asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth ... Business:** Compliance **Job Description:** **Department Overview:** **Why Work with Us?** At TD Bank US Compliance, we're on a mission to build a more resilient and… more
- City National Bank (New York, NY)
- *BUSINESS AFFAIRS MANAGER * *WHAT IS THE OPPORTUNITY?* This position is a multi-faceted role that will work directly with the City National Rochdale (CNR) Director of ... of the affiliated family of mutual funds, closed end funds and private funds, including managing all services provider relationships (Fund Admin, Fund Accounting,… more
- City National Bank (New York, NY)
- …and ability to manage complex, high-profile projects end-to-end * Skilled relationship manager effective at collaborating and influencing across internal ... *SALESFORCE PRODUCT MANAGER PB* WHAT IS THE OPPORTUNITY? This position...in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position… more
- Mizuho Corporate Bank (New York, NY)
- …target clients + Create Product Account Plans for designated clients to increase the bank 's share of wallet + Build strong relationship with clients, including ... the Global Transaction Banking Department's plans and initiatives Partner with Relationship Managers in the Americas and Japan: + Proactively manage opportunities… more
- Bank of America (New York, NY)
- …to deliver the best possible solution to the client. TSCO is an extension of the Private Bank team working with Private Bank clients which typically ... end coverage responsibilities for less complex and/or mature existing Private Bank relationships to ensure strong client...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- Bank of America (New York, NY)
- …for clients across all wealth management lines of business (including Merrill and the Private Bank ). The Hedge Fund Origination & Product Management team is ... product management of hedge fund investments for Merrill and Private Bank clients. Responsibilities include, but are...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more