- Citigroup (New City, 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
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… 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
- Bank of America (Melville, NY)
- …or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop recommendations ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New...and assist Advisors or Relationship Managers to implement customized planning strategies for U/HNW… more
- Neuberger Berman (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to the ... Private Wealth business. The ideal candidate will have experience in...managers and operations on all aspects of the client relationship ; and assisting with legal issues around client account… more
- Bank of America (Clifton Park, NY)
- Wealth Management Client Associate Clifton Park, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… 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
- Comerica (New York, NY)
- Job Description Relationship Manager , Technology and Life SciencesThe Relationship Manager role will be responsible for new business development, ... at least 10% of the time. Qualifications Position Qualifications Vice President, Relationship Manager III, Technology and Life Sciences + Bachelor's Degree… more
- Bank of America (White Plains, NY)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Manager White Plains, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- Berkshire Bank (Rome, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 6 Pay Range: $19.00 - $31.86 Actual ... Accountabilities: + Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new accounts. Originates/closes consumer… more
- Bank of America (Pittsford, NY)
- …Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York;Frisco, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... 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
- Bank of America (Syracuse, NY)
- …Capital/Central NY Market Albany, New York;Syracuse, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Melville, NY)
- Private Client Manager II Melville, 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
- Bank of America (Buffalo, NY)
- Portfolio Manager III Buffalo, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... of discretionary portfolio management including asset allocation, portfolio construction, security/ manager selection, trade execution, risk management and compliance, investment… more
- Berkshire Bank (New Lebanon, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 7 Pay Range: $20.50 - $35.99 Actual ... New Lebanon, NY - Hwy 20 Purpose/Objective: Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch… more
- Broadridge Financial Solutions (Albany, NY)
- …helping others along the way, come join the Broadridge team. The Events Manager will be responsible for the successful development, execution, and reporting of ... of continuous improvement; models agility and adaptiveness to changing environment + Relationship building skills able to develop networks throughout BR and with… more
- Bank of America (Melville, NY)
- …Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, ... the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... establish or improve their credit, create a budget, open or transition to safe and affordable bank accounts, and more. Clients seeking assistance with consumer… more