- Citigroup, Inc. (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- EisnerAmper LLP (Philadelphia, PA)
- …inspiration to do our best work What Work You Will Be Responsible For: Client relationship development and management, including ongoing and regular client ... Estate, Tax, Business, and Insurance. Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management team. In this… more
- Bank of America (New York, NY)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development ... minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client … more
- Tephra (New York, NY)
- …* Should possess excellent articulation skills. Should be able to Interact with client senior decision makers about their strategic growth objectives and ... Description: Role: Business Relationship Manager - Capital Markets - BFSI Location:...in your previous roles. Establish yourself as a trusted advisor with the client C-suite showcasing an… more
- Ares Management Corporation (New York, NY)
- …and global securities laws, including the Investment Advisers Act Demonstrated history of client relationship management via direct client contact Experience ... and regulatory matters. Ares is seeking an experienced, highly organized and proactive Senior Associate to join the Financial Crime Prevention team focusing on Know… more
- Simmons Bank (Burleson, TX)
- …and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to ... believe in empowering our associates to be a trusted advisor while providing them with the resources of a...and positive Simmons Ambassadors while meeting and exceeding our client 's expectations. All Relationship Banker Positions will… more
- EvolutionIQ (New York, NY)
- …class programs for our clients. About The Role: Reporting to the Head of Client Service, the VP of Professional Services will define, develop, and execute our ... will oversee and elevate our existing team of approximately 15 Relationship Managers, evolving their focus towards a more comprehensive professional services… more
- First Horizon (Gastonia, NC)
- …in the job posting. Schedule: Monday through Friday, 9:00AM- 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, ... selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales… more
- First Horizon (Orlando, FL)
- …models at time of new/renew requests. Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter CRM ... President, Senior Credit Officer) to deteriorating portfolio conditions Ensures client adherence to covenants with review of calculations, key provisions, and… more
- Strategic Financial Group (Houston, TX)
- …Investments Experience in retirement planning strategies Proven experience in managing client portfolios and driving business growth Strong relationship -building ... development to enhance your practice and advance your career as a Financial Advisor . Required Qualifications: 3 + years of experience in the wealth management… more
- Truv (Miami, FL)
- …are seeking a Technical Enterprise Account Manager to serve as a trusted advisor to our enterprise Fintech and Financial Institution clients. This role combines deep ... technical expertise with strong relationship management skills to drive product adoption, customer satisfaction, and business outcomes in a high-growth environment.… more
- Harrison Gray Search and Consulting LLC (Indianapolis, IN)
- …in Indianapolis, IN. The Financial Advisor is the primary manager of client relationships and provides support to senior advisors. This position is ... specific areas of expertise. Duties and Responsibilities Serve as co- advisor or lead advisor on existing clients....between clients and the planning team. Assist in new client relationship development and participate in planning… more
- BlackRock, Inc. (New York, NY)
- …and assess problems and execute on solutions are welcome to apply. As a Relationship Manager in IDS you will Partner with members of legal and business stakeholders ... third-party market data providers for Aladdin Serve as an advisor to Aladdin teams in the development of data...and new product offerings for clients Collaborate with IDS's Client Onboarding Services (COS) Team and the Aladdin business… more
- Atria Wealth Solutions (King, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC ... accomplishing their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation models and… more
- Clearwater Analytics (New York, NY)
- …dynamics to identify new opportunities and maintain a competitive edge. Client Relationship Management: Cultivate strong, long-lasting relationships with ... decision-makers and stakeholders within target organizations. Solution Selling: Understand client needs, pain points, and objectives to tailor Clearwater's...clients, acting as a trusted advisor and partner throughout the sales process and beyond.… more
- First Horizon (Miami, FL)
- Location: On site in Coral Gables, FL Summary Commercial Relationship Managers are the client -facing key to our core business of commercial banking. You'll ... models at time of new/renew requests. Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter… more
- BDO USA (St. Louis, MO)
- …portfolio financial performance. In addition, the PCS-FOS Manager is responsible for client relationship management, including regularly meeting with the ... relevant software, processes and resources Acts as a Career Advisor to PCS-FOS Senior Associates and Associates,...client engagement and the overall picture of the client relationship Oversees client satisfaction… more
- Webster Bank (Boston, MA)
- … profitability. 15%Support Team Leader/ Senior Managing Director with growing/retaining relationship for targeted client group by coordinating and supporting ... seasoned, experienced banker that is viewed as a trusted advisor to clients and can manage and develop a...an extensive focus on portfolio management, business development and client cross sell activities for the relationship … more
- AssistRx (Orlando, FL)
- The Senior Account Manager cultivates and maintains AssistRx's relationship with our Pharmaceutical manufacturing partners. In this role, you'll be working with ... outstanding customer experience. Establish and maintain a role as advisor to clients and colleagues. Present new ideas and...their products and services. Research high-level solutions for the client . Develop the relationship with the … more
- Infosys (Atlanta, GA)
- …leading programs using Agile and/or hybrid methodologies. Additional Consulting Responsibilities: Client Relationship and Development: Represents Infosys to ... Job Description Senior Consultant - Commercial Insurance - Business Consulting...This requires travel, working onsite, depending on where the client is located. Qualified applicants are encouraged to apply.… more
