- 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 ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,… more
- EisnerAmper LLP (Philadelphia, PA)
- …Estate, Tax, Business, and Insurance. Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management team. In this ... our best work What Work You Will Be Responsible For: Client relationship development and management, including ongoing and regular client meetings and… more
- Medtronic (Philadelphia, PA)
- …body's largest artery, the aorta. In this role as a Medical Science Liaison Advisor - Aortic for the Medical Science group within Structural Heart & Aortic Clinical ... and effectively influence diverse stakeholders (team members, functional partners, senior leadership, and HCPs) Solid critical thinking and problem-solving skills… more
- Tephra (New York, NY)
- Description: Role: Business Relationship Manager - Capital Markets - BFSI Location: New York, NY or Edison, NJ Job Description: * Own the P&L of the customer ... relationship - Drive sales, revenue, and profitability, through innovative...in your previous roles. Establish yourself as a trusted advisor with the client C-suite showcasing an in-depth understanding… more
- Simmons Bank (Burleson, TX)
- …of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting ... they desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing… more
- Ares Management Corporation (New York, NY)
- …and regulatory matters. Ares is seeking an experienced, highly organized and proactive Senior Associate to join the Financial Crime Prevention team focusing on Know ... Reports to : Vice President, Compliance Primary functions and responsibilities The Senior Associate will play a critical role in execution and supervision of… 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 of ... regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- Strategic Financial Group (Houston, TX)
- …development to enhance your practice and advance your career as a Financial Advisor . Required Qualifications: 3 + years of experience in the wealth management ... in managing client portfolios and driving business growth Strong relationship -building and business development skills. Preferred Qualifications: Bachelor's degree… 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, ... consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client… 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 ... targeted high value and high potential clients. Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, investments,… 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
- Zayo Group, LLC (Denver, CO)
- …finance, healthcare and other large enterprises. Zayo is seeking a Principal, Senior Sales Manager to be responsible for providing coaching, leadership, and ... well as providing sales leadership within Zayo. The Principal, Senior Sales Manager will drive the team to meet...on large, complex deals applying a consultative and trusted advisor approach. This is an onsite position at Zayo… more
- Harrison Gray Search and Consulting LLC (Indianapolis, IN)
- …Gray Search has partnered with a $25B independent RIA to find their next Financial Advisor in Indianapolis, IN. The Financial Advisor is the primary manager of ... client relationships and provides support to senior advisors. This position is responsible for initiating new...specific areas of expertise. Duties and Responsibilities Serve as co- advisor or lead advisor on existing clients.… 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 conditions and communicate guidance to all levels, including senior management Proficiency with MS Office applications, and ability… 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 ... ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not NCUA/NCUSIF or otherwise… more
- Cetera Financial Group, Inc. (San Diego, CA)
- …multiple sources and synthesize all the qualitative and quantitative elements of our relationship with each advisor or institution. These findings will enable ... Job Description The Senior Advisory Pricing & Data Manager will be...advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services… more
- Clearwater Analytics (New York, NY)
- …to identify new opportunities and maintain a competitive edge. Client Relationship Management: Cultivate strong, long-lasting relationships with clients, acting as a ... trusted advisor and partner throughout the sales process and beyond....communication skills, with the ability to engage and influence senior executives and key stakeholders. Team Player: Collaborative mindset… more
- Webster Bank (Boston, MA)
- …loan portfolio, responsible for relationship review and overall relationship profitability. 15%Support Team Leader/ Senior Managing Director with ... seasoned, experienced banker that is viewed as a trusted advisor to clients and can manage and develop a...services. In this role, assistance is given to the Senior Managing Director with the management of the team's… more
- First Horizon (Miami, FL)
- …models at time of new/renew requests. Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter ... Location: On site in Coral Gables, FL Summary Commercial Relationship Managers are the client-facing key to our core...value and high potential clients. Acts as a financial advisor by educating the customer about financial strategies (eg… 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 ... to ensure an outstanding customer experience. Establish and maintain a role as advisor to clients and colleagues. Present new ideas and innovations to client to… more
