- Charles Schwab Inc. (San Francisco, CA)
- …Management, Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. ... What you are good at: The Business Development Officer , Schwab Wealth Advisory role will help...licenses 10 years of experience in business development and relationship management with a proven record of success 10… more
- Union Savings Bank (New Milford, CT)
- …liaison with the client's accountant, attorney and other advisors. Create a strong relationship team to ensure a comprehensive wealth management plan. Provide ... to foster a goal-based mindset as it relates to wealth management within the Future Track program. Complete new...and be a Future Track ambassador when working with wealth management clients and prospects. Perform business development activities… more
- Citigroup, Inc. (Forest Hills, 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 ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) Acquire new clients through converting referral leads… more
- Bell Bank (Waukesha, WI)
- The Mortgage Community Development Loan Officer is focused on growing and developing homeownership opportunities for low-to-moderate income (LMI) individuals, ... lending and down payment assistance programs. The Mortgage Community Development Loan Officer will lead and coordinate community development activities and build and… more
- Frost Bank (Arlington, TX)
- …legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer II , you will help customers manage their financial lives. Often, our ... suited to meet clients' needs Develop and maintain excellent working relationship with credit underwriting team Participate in community and professional activities… more
- Fremont Bancorporation (Livermore, CA)
- … Wealth Management, Residential, and Treasury Management Collaborate with Relationship Managers to transition new clients into long-term managed relationships ... Title: SBA Commercial Business Development Officer Job Location: Livermore, CA Hiring salary range:...an immediate opening for a SBA Commercial Business Development Officer in Livermore, CA. Position Overview The SBA Commercial… more
- Dynasty Financial Partners (St. Petersburg, FL)
- Dynasty Financial Partners is seeking an individual to join the firm on the Relationship Management Team. The role of the Relationship Manager at Dynasty is one ... our company, because you are the head of the relationship between our client firms and Dynasty. It is...using creative thinking. Act as an outsourced chief operating officer (OCOO), so that principals of the business can… more
- Citigroup, Inc. (Chula Vista, CA)
- The Community Mortgage Lending Officer is an experienced position responsible for driving mortgage sales and client relationships through engagement with community ... to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. Keep abreast of trends and developments… more
- Jordan Park Trust Company (Portsmouth, NH)
- … wealth management services. Responsibilities include: Acting as the relationship manager of JPTC trust engagements Overseeing the professional administration of ... trust professionals enables clients to preserve and manage their wealth in coordination with their estate planning objectives. We...clients to achieve their intended outcomes. Senior Associate, Trust Officer - New Hampshire We are seeking a driven… more
- Seacoast Bank (Miami, FL)
- JOB SUMMARY: This position acts as relationship manager for a select group of Global Banking clients within a specific target market and ensure every client has a ... treasury management revenue, other non-interest income and cross selling of wealth management, residential and commercial lending. Maintains operational policy and… more
- Gartner, Inc. (New York, NY)
- …complex Global organizations. The roles we serve include Global CIO, Digital Officer , Technology Officer , Data & Analytics, Infrastructure & Operations, ... together peer connections, insight from GRB dedicated, member-driven research, and the wealth of capability across Gartner in support of members' goals. Dependent on… more
- BDO USA (New York, NY)
- …in collaboration with the Practice Leaders and the Chief Business Development Officer , the Director, Business Development will be responsible for achieving local ... in the use of Microsoft Office Suite, required Experience with client relationship management (CRM), required Microsoft Dynamics, preferred Other Knowledge, Skills &… more
- Mainshares (Richmond, VA)
- …strategic support? Mainshares Capital is seeking a Partner & Chief Executive Officer to lead and expand a well-established company specializing in commercial ... includes substantial equity in the company, allowing you to build significant wealth as the business grows, alongside attractive bonus opportunities. What You Can… more
- PM Pediatric Care (Los Angeles, CA)
- …practice guidelines, CME-accredited lectures/workshops, a national annual conference, and a wealth of available data for research and clinical analytics. We offer ... with a diverse case mix. PM Pediatric Care also enjoys a solid relationship with the local communities, maintaining an outstanding reputation with both patients and… more
- State Street Corporation (Boston, MA)
- …all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). Managing client relationships with both client personnel and fund ... Review and/or preparation of estimated tax workpapers. Maintain working relationship with all client contacts, including investment professionals, investors,… more
- NewYorkLife/ NYLIFE Securities LLC (Lafayette, LA)
- …For: Strong communication skills and a genuine desire to connect with others Natural relationship builders with a heart for service and a mind for strategy A ... in key areas such as Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning. *Deliver holistic advice as...We're proud of the training we offer. *Chief Learning Officer : 2023 CLO Learning Elite Gold Award We're proud… more
- HSBC (Vienna, VA)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... activities which will contribute to the overall cost efficiency ratio As our Wealth Relationship Officer you will: + Provide a pivotal role in supporting… more
- HSBC (Buffalo, NY)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… more
- HSBC (Beverly Hills, CA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable… more
- HSBC (Irvine, CA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: * Provide financial solutions and opportunities to… more
