- HSBC (Brooklyn, NY)
- …customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth ... retains a portfolio of clients. Here's what you can expect: As the Wealth Relationship Manager , you will build deep, long-lasting and mutually valuable… 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 ... to make a difference. Join us! **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Relationship Manager supports the Financial Advisor team to… more
- Citigroup (Queens, 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
- HSBC (New York, NY)
- …we all share. The Wealth Relationship Officer (WRO) works closely with the Wealth Relationship Manager (WRM) and the overall Relationship Team to ... to the overall cost efficiency ratio. Here's what you can expect: As the Wealth Relationship Officer you will provide a pivotal role in supporting the WRM for… 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...power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and… more
- BlackRock (New York, NY)
- …in servicing our clients across a range of activities including relationship management, project management, implementation of Aladdin Wealth capabilities, ... and other pooled investment vehicles, and the industry-leading iShares(R) ETFs. The Aladdin Wealth Tech team partners with wealth management clients to help them… more
- BlackRock (New York, NY)
- **About this role** **Product Manager , Aladdin Wealth Tech** New York **About this role** This product management role will work on Aladdin Wealth Tech's ... reporting, and storytelling capabilities for financial advisors, bankers, and other wealth management users. The individual will help advance our product vision… more
- Citigroup (New York, NY)
- …for the full Citi relationship , particularly in the US The Digital Wealth Product Senior Group Manager will drive strategy and implementation for Consumer's ... The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against...them. Job Profile Summary The Product Management Senior Group Manager is a senior management level position responsible for… more
- Bank of America (New York, NY)
- Global Financial Crimes Manager - Global Markets and Global Wealth & Investment Management Risk New York, New York;Charlotte, North Carolina; Jacksonville, ... policy, operational/fraud risk management requirements. The Global Financial Crimes ("GFC") Manager - Global Markets and Global Wealth &Investment Management… more
- HSBC (New York, NY)
- …also collaborate with the Digital Account Opening, International Banking Center (IBC), Direct Relationship , and Wealth Center teams to ensure proper focus on ... and the planet we all share. The International Account Manager , WPB is a key business development role focused...Banking (CMB)/ Global Banking (GB) / Private Banking (PB) Relationship Managers, and other key stakeholders in the strategy,… more
- JPMorgan Chase (New York, NY)
- …successfully meeting their goals. You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to ... scale + Educate the integrated team about the value Wealth Planning can bring to a relationship ;...& practice partners without daily contact with one's direct manager + Ability to comfortably use numbers to provide… more
- US Bank (New York, NY)
- …treasury management, card, and card processing products and services. The Senior Audit Manager of Innovation & Analytics - Payments, Wealth and Investment ... that the risks are being well managed. The Payments, Wealth , and Investment Products team has audit responsibilities for...+ Facilitate an ongoing, formal partnership via a dotted-line relationship with the CAS Data Analytics team's Data Science… more
- Truist (New York, NY)
- …in a timely manner 3. Identify at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point of contact for the ... four days per week.* Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of high… more
- Scotiabank (New York, NY)
- … Wealth related data practices, providing SME business insights and drivers + Relationship manager for the various lines of Business using International ... Managing Director, Engineering & International Wealth Lead **Requisition ID:** 198264 **Employee Referral Program...your career at Scotiabank. **Managing Director, Engineering and International Wealth Lead - New York or Toronto** The VP,… more
- Morgan Stanley (New York, NY)
- …investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with ... *POSITION SUMMARY* The Wealth Management Associate is often the first point...a fast-paced, evolving environment *Reports to:* * Business Service Manager Expected base pay rates for the role will… more
- Citigroup (New York, NY)
- …Our goal is to deliver expertise and premier level of service while helping grow, manager , and preserve wealth . As we partner with our clients, we can provide ... **The Organization:** Citi Global Wealth is a leading provider of financial solutions...and capital usage (returns), expand market share, deepen client relationship , and broaden credit product and service delivery. Head… more
- M&T Bank (New York, NY)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship ... Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Serves as… more
- US Bank (New York, NY)
- …from Day One. **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager is a senior level management position that is responsible for coordination ... activities related to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports the Audit… 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
- Citizens (Fort Lee, NJ)
- …development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and ... the next right thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private Client Financial Advisor or High… more