- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- Equitable (New York, NY)
- …Build and refine a pipeline of potential acquisition targets that align with wealth management M&A strategy + Relationship Development: Establish and cultivate ... Head of Wealth - Mergers and Acquisitions (HYBRID) ( 250000NU...exceptional leadership skills, and a proven ability to influence senior executives while driving transformative growth initiatives. **What You'll… more
- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Merrill-Market-Client- Relationship -Manager\_25046849) **Job Description:** Merrill ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,...the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support… more
- Wells Fargo (New York, NY)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO) Working at Wells Fargo ... role, you will:** + Lead complex initiatives in trust and estate matters, wealth transition and legacy planning + A key component of this role is business… more
- Neuberger Berman (New York, NY)
- …Overview:** As a member of a Private Asset Management (PAM) team within NB Private Wealth , the Senior Relationship Manager (SRM) is responsible for leading ... the overall relationship management strategy, approach, and execution across the PAM team direct business with an emphasis on the largest and most complex… more
- JPMorgan Chase (New York, NY)
- …auto financing, investment advice, small business loans and payment processing. We're proud to lead the US in credit card sales and deposit growth and have the ... Morgan Reserve Card - across the firm's various banking wealth segments - including the Private Bank, Asset &... segments through close partnership with segment leaders. + Lead the development and delivery of training programs, executive… more
- S&P Global (New York, NY)
- …stakeholders, promoting collaboration and a global mindset. + Demonstrated ability to lead change and drive innovation within a relationship management ... overcome their complex business challenges. The team is focused on relationship management, business development, and are intellectually curious. We uniquely… more
- S&P Global (New York, NY)
- …overcome their complex business challenges. The team is focused on relationship management, business development, and are intellectually curious. We uniquely ... **The Role:** Manage, mentor and coach the team of relationship managers responsible for maintaining and growing S&P's US...broader business objectives within Commercial and Ratings division. + Lead and manage, mentor and coach the team of… more
- TD Bank (New York, NY)
- …colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct ... within risk appetite, through expert objective guidance and independent challenge;** **U.S. Wealth is a fully integrated wealth management business that provides… more
- Citigroup (New York, NY)
- …products and support their assigned area branches end to end. **Responsibilities** : + Lead as the subject matter expert across a broad sales Area of assigned ... comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment...Accountable to scorecard metrics and KPI's as defined by Senior Management + Support the development of small business… more
- S&P Global (New York, NY)
- …10 **About the Role:** The Account Manager role serves as the primary commercial lead for an assigned portfolio of clients. They are focused on driving net revenue ... & Negotiation: - Account Analysis to prepare for renewal discussions - Lead renewal and expansion negotiations - Work with legal/procurement to finalize contracts… more
- City of New York (New York, NY)
- …conducting exploratory data analysis to detect patterns, trends, and relationships; - Lead the management of the Customer- Relationship Management (CRM) for ... New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the...research reports and other materials. OFE seeks a dynamic Senior Research Analyst to join OFE's Policy and Research… more
- City of New York (New York, NY)
- …conducting exploratory data analysis to detect patterns, trends, and relationships; - Lead the management of the Customer- Relationship Management (CRM) for ... New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the...research reports and other materials. OFE seeks a dynamic Senior Research Analyst to join OFE's Policy and Research… more
- Deloitte (Morristown, NJ)
- Senior Consultant - Capital Markets Operations and Technology Our Enterprise Operations & Risk practice empowers leading Capital Markets institutions to growth and ... with and add value to our clients. As a Senior Consultant, you will have opportunities to: + Serve...to: + Serve as primary client contact or workstream lead on complex projects, liaise with client counterparts, and… more
- Bloomberg (New York, NY)
- Senior Technical Account Manager - Semi-Liquid Funds Location New York Business Area Data Ref # 10047768 **Description & Requirements** Bloomberg runs on data. Our ... tender offer and interval funds, non-traded REITs, and emerging private wealth -accessible vehicles under 506(c) and 3(c)(7) exemptions. Our work ensures accurate,… more
- Scotiabank (New York, NY)
- Senior Manager, US Trade Floor Risk Management, Global Risk Management **Requisition ID:** 242602 **Salary Range:** 120,900.00 - 231,400.00 _Please note that the ... committed to results, in an inclusive and high-performing culture. ** Senior Manager, US Trade Floor Risk Management, Global Risk...Manager will:** + Be the primary market risk management lead for the US Mortgage Business in its entirety.… more
- Deloitte (Morristown, NJ)
- …opportunities to build credibility with and add value to our clients. As a Senior Consultant, you will have opportunities to: + Serve as primary client contact or ... workstream lead on complex projects, liaise with client counterparts, and...Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider + Significant… more
- Tradeweb (Jersey City, NJ)
- We are seeking an experienced Senior Product Manager to join our Technology organization, supporting the design, delivery, and continuous evolution of electronic ... to ensure seamless execution. Maintain proactive, transparent communication with senior management, clients, and cross-functional teams to align priorities, resolve… more
- Scotiabank (New York, NY)
- Senior Product Manager - US Business Deposit Products (GTM), Global Transaction Banking **Requisition ID:** 202027 **Salary Range:** 110,700.00 - 211,800.00 _Please ... launch plans and all future product / feature / MCVP release plans) + Lead the coordination amongst the right stakeholder representatives to work on specific GTM… more
- Parity (New York, NY)
- …a high performing, experienced, process oriented and mission-aligned executive ready to lead the company's sales team and advance their career at the intersection ... the role. RESPONSIBILITIES: + Manage full sales cycle from lead generation to contract closing + Develop, mentor and...sales strategy and projections + Service as the overarching relationship manager for key national enterprise accounts that span… more