- Citigroup (New Canaan, CT)
- 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
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Citigroup (Merrick, 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
- US Bank (Greenwich, CT)
- …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 positioned for ... empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products… more
- Bank of America (Melville, NY)
- Merrill Market Client Relationship Manager Melville, 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 (Melville, NY)
- Sr. Relationship Manager , Global Commercial Banking - Middle Market Banking (Melville) Melville, New York **Job Description:** At Bank of America, we are guided ... Banking Team! The Bank of America Middle Market segment is seeking a Senior Relationship Manager to join our Melville, NY Team. The Middle Market segment… more
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Broadridge is seeking a Client Relationship Manager to oversee the delivery of contracted services to our clients, ... + Minimum of 3 years of experience as a Relationship Manager or in a related client-facing...believe that associates do their best when they feel safe , understood, and valued, and we work diligently and… more
- Bank of America (Melville, NY)
- …Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Stamford, CT)
- …Solutions Advisor - Southern CT Market Stamford, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Melville, NY)
- …Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, ... the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the… more