- TIAA (White Plains, NY)
- ** Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth ... by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of… more
- JPMorgan Chase (Yorktown Heights, NY)
- …financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management .... and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen… more
- JPMorgan Chase (Stamford, CT)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...This will be done with a consistent focus on relationship management , not portfolio management … more
- KeyBank (Tarrytown, NY)
- …net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team ... and maintained. + Responsible for retaining and deepening the relationship with a client including the next...Responsible for contributing to the development of the annual client wealth plan and actively participates in… more
- US Bank (Greenwich, CT)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment,...processes and policies + Strong presentation abilities + Strong relationship management , sales, and new business development… more
- M&T Bank (Fairfield, CT)
- …net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, ... Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Tompkins Community Bank (Mount Kisco, NY)
- …values of integrity, professionalism, and client -centric service. Responsibilities + Client Relationship Management + Build and maintain trusted ... expand the client base. + Foster integrated wealth management solutions by collaborating with internal...+ Minimum of five (5) years of experience in Wealth Management , Business Development, and Relationship… more
- Bank of America (Stamford, CT)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Stamford/Merrill-Market- Client - Relationship -Manager\_25046369-1) **Job Description:** Merrill ... Merrill Market Client Relationship Manager Stamford, Connecticut **To...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... Relationship Manager is at the center of this client promise acting as the primary client ...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA)… more
- JPMorgan Chase (West Harrison, NY)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... relationships and providing financial advice with a focus on client experience and risk management while deepening...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending… more
- JPMorgan Chase (Briarcliff Manor, NY)
- …clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending, Branch Teams) to connect clients with ... relationships and providing financial advice with a focus on client experience and risk management . **Job Responsibilities**...Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending… more
- Bank of America (Greenwich, CT)
- …plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + ... network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide… more
- Bank of America (White Plains, NY)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development +… more
- TIAA (Stamford, CT)
- …\#LI-KD2 Related Skills Change Management , Client Financial Planning, Client Relationship Management , Communication, Data Analysis, Due Diligence, ... TIAA's Portfolio Manager - Private Asset Management is an individual client -facing, investment manager opportunity ( wealth management ). Candidates should… more
- TD Bank (Huntington, NY)
- …well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client 's relationships ... as the central point of contact, responsible for providing client service & developing the relationship to...to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong… more
- Charles Schwab (Mount Kisco, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused ...in additional to furthering your own professional development in Wealth Management . Pursuant to SAFE Act requirements,… more
- Charles Schwab (Stamford, CT)
- …support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management . If ... are a licensed financial professional with a passion for wealth management , and a desire to grow...compiling client information through Schwab's internal customer relationship management (CRM) tool + Openness to… more
- Citigroup (Greenwich, CT)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business ... + Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients'… more
- HUB International (Fairfield, CT)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... : + Ongoing service and communication with clients, including promoting client /insurer relationship as needed, executing contracted services for all… more