- 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
- 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 ... make a difference. Join us! **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Relationship Manager...teams client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE… 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...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;Charlotte, North Carolina; Jacksonville, ... policy, operational/fraud risk management requirements. The Global Financial Crimes ("GFC") Manager - Global Markets and Global Wealth &Investment Management… 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
- 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
- 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
- TD Bank (Melville, NY)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... in the high net worth segment. The Private Client Relationship Manager II will serve as the...of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, … 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 (New York, NY)
- Senior Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... Manager Relationships within Investment Products /Investment Solutions Group, Senior Relationship Manager will be responsible for cultivating strong and… more
- Bank of America (New York, NY)
- Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit Group New York, New York **Job Description:** At Bank of America, we ... power to make a difference. Join us! The Sr. Relationship Manager will be a key member...throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists… more
- Bank of America (New York, NY)
- Sr. Relationship Manager - Global Commercial Banking/Middle Market Banking New York, New York **Job Description:** At Bank of America, we are guided by a common ... Commercial Banking Team! The Bank of America Middle Market segment is seeking a Senior Relationship Manager to join the Metro New York Team. The Middle Market… more
- TD Bank (New York, NY)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point ... Net Worth Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client… more
- Broadridge Financial Solutions (New York, NY)
- …the way, come join the Broadridge team. Broadridge is growing! The Account Manager will be responsible for servicing and selling into defined corporate issuer ... accounts. The Account Manager is expected to meet or exceed account and...Strategic Account Leadership as it relates to certain client relationship planning, execution and client issues. + Continuously develop… more
- Broadridge Financial Solutions (Newark, NJ)
- …the way, come join the Broadridge team. We are hiring a dedicated vendor relationship /contract manager to look after all aspects of a large-scale global ... the technology infrastructure organization including contract management, invoice reconciliation, relationship liaison, and risk and compliance management. About Us:Broadridges… more
- City National Bank (New York, NY)
- …registered under the Safe Act. Must remain in good standing under the Safe Act. ** Wealth Management Division: Private Banking** As a member of City ... asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth… more
- Bank of America (Jersey City, NJ)
- Metadata and Controls Data Support Manager Charlotte, North Carolina;Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common ... Understanding of business process modeling, data provisioning modeling, and entity relationship modeling + Comfortable with the application of digital technology and… more
- Kiewit (New York, NY)
- …best practices for all projects that we support. Our participation leads to safe , cost effective, and innovative designs that achieve client expectations and further ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… more
- Broadridge Financial Solutions (Newark, NJ)
- …guidelines. + Understands the needs of the client, manages the client relationship , and delivers solutions with strong customer and business value + Offers ... software applications as an individual, team leader, and development manager + Ability to link the established vision and...associates can only do their best when they feel safe , understood, and valued, and we work diligently and… more
- Broadridge Financial Solutions (Newark, NJ)
- …guidelines. + Understands the needs of the client, manages the client relationship , and delivers solutions with strong customer and business value + Offers ... software applications as an individual, team leader, and development manager + Heavy exposure to migrating legacy applications onto...associates can only do their best when they feel safe , understood, and valued, and we work diligently and… more