- NYC KIDS RISE (Long Island City, NY)
- Chief Technology Officer July 2025 About NYC Kids RISE NYC Kids RISE is a nonprofit organization working with the City of New York and the NYC Department of ... asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research,… more
- Citigroup (New York, NY)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... improvement of processes and work -flow for the area or function. Integrates subject matter...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- Charles Schwab (Albany, NY)
- …Product and Marketing teams. **What you are good at:** The Business Development Officer , Schwab Wealth Advisory role will help promote, retain and delight ... or incentive opportunities.** **This position allows for 100% remote work , however this person will need to relocate if...status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part… more
- JPMorgan Chase (New York, NY)
- …by beneficiaries, co-executors and co-trustees and their advisors. * Ability to work in a team-based environment. **Client Relationship Management** * Estate ... countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community… more
- JPMorgan Chase (New York, NY)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Citigroup (Greenburgh, NY)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- City National Bank (New York, NY)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's trust and fiduciary ... operations. This role works with executive management within the Wealth Management Division to balance prudent risk management, regulatory oversight, business… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer , Global Transaction Banking - New York **Requisition ID:** 231691 **Salary Range:** 117,400.00 - 224,700.00 _Please ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - New York** Global Transaction Banking… more
- Citigroup (Plainview, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- City of New York (New York, NY)
- Job Description **This position may be eligible for remote work for up to 2 days per week, pursuant to the Remote Work Pilot Program. ** The NYC Department of ... and resources they need to achieve financial health and work -life balance. DCWP also conducts research and advocates for...New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the… more
- Citigroup (New York, NY)
- **SVP Cash Management Sales Officer - Global Solution Sales (Consumer, Healthcare, and Life Sciences)** **About Citi** Citi, the leading global bank, has ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- First Horizon Bank (New York, NY)
- …listed in job posting **Summary:** The Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities, including the development ... AND RESPONSIBILITIES:** + **Travel required up to 50%** + Work under the direction of the Treasury Management (TM)...sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key… more
- Citigroup (Garden City, NY)
- …and RESPA. + Demonstrated customer service skills + Self-motivated and able to work independently + Strong relationship development and management skills + ... The **Community Mortgage Lending Officer ** is an **entry level position** responsible for...on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to… more
- Arrow Financial Corporation (Glens Falls, NY)
- …Finance team as: Senior Vice President (SVP), Corporate Controller & Principal Accounting Officer This opportunity may be perfect for you if you have experience in: ... to thrive in this role: In addition to your work and life experiences, as well as your passion...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more
- KeyBank (Rochester, NY)
- …+ Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement + Proactively analyzes and interprets ... and timely administration of assigned accounts + Retains and deepens the relationship with a client and/or outside counsel, including the next generation, and… more
- KeyBank (Syracuse, NY)
- …South Warren Street - Syracuse, New York 13202-1600 **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 the relationship team accountable for efficient client onboarding, proactive outreach and providing… more
- CIBC (New York, NY)
- …) will be discussed at the time of your interview._ **How you'll succeed** Work with Private Wealth Relationship Managers and Business Development Officers ... We're building a relationship -oriented bank for the modern world. We need...Development Officers, Fiduciary colleagues and other members of Private Wealth . Work with external parties related to… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... At CIBC, we embrace your strengths and your ambitions, so you are empowered at work . Our team members have what they need to make a meaningful impact and are truly… more
- Citigroup (New York, NY)
- …exceeding client's needs + Open, link, and close accounts. Coordinate with Relationship Officer /Private Banker to obtain approval on account openings, ... A Service Officer provides service support to the Citi Private...of all CPB products, services, and processes. + Deliver wealth management services to CPB Latam clients with guidance… more
- Parexel (Albany, NY)
- …Master/Senior Medical Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug development to join Parexel's ... + Leverages information from previous projects or other client work to efficiently complete assigned project activities as well...task forces and committees and/ or as chairperson or officer of one or more professional associations + Contributes… more
