- Citigroup, Inc. (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 ... development of new techniques and the improvement of processes and workflow...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) Organize client events to… more
- Citigroup, Inc. (New York, NY)
- Job Description The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act 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...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) Organize client events to… more
- Blue Owl (New York, NY)
- Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives(R). With $273 billion in assets under management as of March 31, 2025, we invest ... exceptional. To learn more, visit www.blueowl.com. The Role The Relationship Management Associate ( RMA ) role is an...) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of… more
- Goldman Sachs, Inc. (New York, NY)
- …expand existing relationships by delivering superior client service. The Client Experience Manager will support a diverse set of investment products - equities, ... global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments,… more
- Guidepoint (New York, NY)
- …corporate clients in the Life Sciences and Therapeutics sector. As a Customer Success Manager , you will play a pivotal role in enhancing client engagement with a ... of the life sciences and therapeutics industries. This is a hybrid role based in New York City. What you'll do: Act as the primary client advocate for the Insights… more
- BNY Mellon (New York, NY)
- …work for the world. This is what #LifeAtBNY is all about. As a leading wealth manager , BNY Wealth Management is focused on helping successful individuals ... and their families build, manage and sustain their wealth across generations and market cycles. Through a unique...our Vice President, Private Banking II role located in New York, NY. Hybrid work available. In this role,… more
- Scotiabank (New York, NY)
- …winning team, committed to results, in an inclusive and high-performing culture. Product Manager - US Business Deposit Products - GTM, Global Transaction Banking - ... New York, NY Global Transaction Banking (GTB) is the...with governing regulations, internal policies and procedures. The Product Manager - US Business Deposit Products - GTM is… more
- Careers at KKR (New York, NY)
- …TEAM OVERVIEW KKR Solutions allows the firm to offer a holistic solutions-oriented relationship to our most strategic clients (as opposed to one focused on selling ... allocation and portfolio construction decisions, across our Insurance, Family Office, Wealth /HNW, Sovereign, and Pension clients. KKR Solutions works closely with… more
- Gartner, Inc. (New York, NY)
- …together peer connections, insight from GRB dedicated, member-driven research, and the wealth of capability across Gartner in support of members' goals. Dependent on ... member activities and communications in partnership with the Client Service Manager . Responsible for forging and maintaining strong personal and commercial… more
- Soros Fund Management (New York, NY)
- Company Overview Soros Fund Management LLC (SFM) is a global asset manager and family office founded by George Soros in 1970. With $28 billion in assets under ... management (AUM), SFM serves as the principal asset manager for the Open Society Foundations, one of the...our mission, ensuring a meaningful, lasting impact. Headquartered in New York City with offices in Greenwich, Garden City,… more
- S&P Global, Inc. (New York, NY)
- …relationships with key internal analytical stakeholders, AM's (Analytical Team Manager 's), AOCC's (Analytical Oversight & Consistency Council), and relevant MSME's ... and approaches used by credit rating agencies Very strong relationship -building skills with the ability to collaborate and influence...day. We push past expected observations and seek out new levels of understanding so that we can help… 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 ... development of new techniques and the improvement of processes and workflow...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events… more
- Citigroup (New York, NY)
- …Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad understanding of… 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 ... development of new techniques and the improvement of processes and work-flow...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events… 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 ... development of new techniques and the improvement of processes and work-flow...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events… more
- HSBC (New York, NY)
- …and leads sales prospect management. The role manages the Client Experience Associates, Wealth Relationship Managers and Wealth Relationship Officers ... unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40...within a Wealth Center. As our Wealth Center Manager you will: + Support… 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...review your options. **Job Responsibilities:** + Build relationships with new clients with the goal of bringing in … more
- Bank of America (Iselin, NJ)
- Wealth Management Specialist Iselin, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key… more
- Bank of America (New York, NY)
- Private Wealth Management Specialist-NR New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/ New -York/Private- Wealth -Management-Specialist-NR\_25028381) **Job Description:** Merrill Wealth … more
- JPMorgan Chase (New York, NY)
- …the highest standards of service, making it a key component of JP Morgan's holistic wealth management offerings. As a Product Manager on the Monitor team, you ... The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing a… more
