- TD Bank (Melville, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client ... clients in the high net worth segment. The Private Client Relationship Manager II will serve as...CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements… more
- AON (Stamford, CT)
- Account Specialist II Considering a job change? Take a look at Aon! This is a hybrid-role located in our Stamford, Connecticut office. Aon is in the business of ... and clients succeed. What the day will look like: The Account Specialist II will assist Account Executives and Associate Account Executives on assigned accounts,… more
- TD Bank (Lawrence, NY)
- …today, and explore the opportunity to join us as a licensed, Financial Advisor II . Candidates that hold a current Series 7/66 will be considered. The Financial ... Advisor II (FA) role requires previous experience selling investments and...annuities/insurance. The job is directly responsible for providing proactive client service to achieve greater share of wallet. The… more
- S&P Global (New York, NY)
- …the breadth of knowledge the Relationship Manager brings they are seen by the Client as the guardian of the strategic Client relationship, orchestrating the ... the development and maintenance of long-term relationships with defined Client base to ensure a high level of ...problems providing solutions to them. + Acts as a broker of capabilities or services for clients, advocates internally,… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global … more
- JPMorgan Chase (Brooklyn, NY)
- …& Investment Bank** The Corporate & Investment Bank (CIB) is a global leader across investment banking, wholesale payments, markets and securities services. The ... servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and… more