- Citigroup (Glen Head, NY)
- … wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Manager SAFE Act is a seasoned professional role. ... Citi Global Wealth brings together the full power of Citi...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events… more
- Bank of America (New York, NY)
- Private Wealth Market Client Relationship Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... resilient, results focused and effective. **Job Description:** The **Private Wealth Market Client Relationship Manager **...on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... FOR PRIVATE WEALTH MANAGEMENT ONLY. The Private Wealth Relationship Manager supports the...teams client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE… more
- Citigroup (Queens, 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 (New York, NY)
- Global Financial Crimes Manager - Global Markets and Global Wealth & Investment Management Risk New York, New York;Jersey City, New Jersey; Charlotte, North ... policy, operational/fraud risk management requirements. The Global Financial Crimes ("GFC") Manager - Global Markets and Global Wealth &Investment Management… more
- Neuberger Berman (New York, NY)
- **Summary:** 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
- TD Bank (New York, NY)
- …of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable ... maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the...an effort to interest the client in deepening their relationship with TD Wealth + Executes 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
- Bank of America (Garden City, NY)
- Relationship Manager Garden City, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world… more
- Neuberger Berman (New York, NY)
- **Summary:** As a member of a Private Asset Management team within NB Private Wealth , the Senior Relationship Manager (SRM) is responsible for leading the ... services, focusing on strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, expanding client connectivity, retaining… more
- Bank of America (New York, NY)
- Sr. Relationship Manager - Global Commercial Banking/Non-Bank Financial Institutions New York, New York **Job Description:** At Bank of America, we are guided by ... Global Commercial Bank ("GCB") is looking to add a Relationship Manager ("RM") in the Metro NY...Credit, Global Markets products, Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. The GCB NBFI… more
- Bank of America (Melville, NY)
- Business Banking Relationship Manager /Senior Relationship Manager - Long Island, New York Melville, New York **Job Description:** At Bank of America, we ... Management + Regulatory Compliance + Risk Management This position is posted as a Senior Relationship Manager but is flexible and can be filled as a … more
- Broadridge Financial Solutions (Edgewood, NY)
- …the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team! We are looking for someone to serve ... associates can only do their best when they feel safe , understood, and valued, and we work diligently and...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Bank of America (New York, NY)
- …is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM).The Market Supervision Manager (MSM)supports the Firm's ... Manager NEW YORK, 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
- Bank of America (New York, NY)
- …Team, along with the Merrill Market Supervision Manager (MSM) and Merrill Client Relationship Manager (CRM). This is a role in which the associates will ... Merrill Associate Market Supervision Manager NEW YORK, New York;New York, New York;...New York; New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Bank of America (New York, NY)
- Investment Management Specialist New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world… more
- Bank of America (New York, NY)
- Private Client Manager II New York, 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
- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. The role of the Sr. Relationship Manager is to provide superior levels of service to our clients while ... acting as Broadridge's face to the client. The Sr. Relationship Manager is the first point of...associates can only do their best when they feel safe , understood, and valued, and we work diligently and… more
- Citigroup (Uniondale, NY)
- The De Novo Branch Manager SAFE Act is a senior management professional responsible for driving the growth of a new branch (De Novo) through proactive business ... grow balances, build customer loyalty, collaborate with key partners across Wealth , Lending, Business Banking and Community Engagement and recommend the development… more
- Lockheed Martin (Liverpool, NY)
- …responsibility for delivering on all contractual and financial commitments\. The program manager will also work closely with business development to grow the overall ... ensure that customer expectations are met\. * The program manager will work closely with operations and supply chain...with the latest technologies\. Our products keep our customers safe and bring them home to their families at… more