- Citi (Paramus, NJ)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such...assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Franklin Templeton Investments (New York, NY)
- …our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ways to ... multiple projects* Strong interpersonal, communication, and presentation skills* Exceptional relationship management and collaboration skills* Ability to solve… more
- Prudential Annuities Distributors (PAD) (Newark, NJ)
- …Inc. has helped individual and institutional customers grow and protect their wealth . Today, we are one of the world's largest financial services institutions ... role will have to be a strong collaborator and relationship builder as this role interacts with Group Insurance...builder as this role interacts with Group Insurance Account Management , Association Sales, Finance and Actuarial, Group Insurance and… more
- Mariner Holdings (New York, NY)
- …software products (CCH or GOSystem preferred) Highly effective interpersonal, relationship management and communication skills Excellent organizational and ... insurance, estate planning and more. You'll work together to solve clientsʼ complex wealth management challenges and everyday needs. Job Info Job Identification… more
- FLOURISH (New York, NY)
- …and Partnerships, and will work cross-functionally with Flourish's existing RIA Sales, Relationship Management , Client Support, Marketing and Product teams ... and your excellent people skills make you a natural relationship builder. You are organized and can manage multiple...practical experience 8+ years of relevant work experience in Wealth Management , InsurTech, FinTech or similar. 4+… more
- Citibank (Switzerland) AG (New York, NY)
- …into 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
- Marsh, Berry & Company, Inc (New York, NY)
- …Develop strategy and implementation of client deliverables and maintain the client relationship to ensure successful project execution. Serve as client ... strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution. Manage the fulfillment… more
- Citigroup Inc. (New York, NY)
- …into 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
- Citigroup Inc. (New York, NY)
- …into 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
- Marsh, Berry & Company, Inc (New York, NY)
- …strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution. Manage both sell-side ... objectives and ensuring the completion of such. Responsibilities: Serve as client -facing lead on merger and acquisition projects and financial consulting projects,… more
- Marsh, Berry & Company, Inc (New York, NY)
- …strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution. Manage both sell-side ... General Underwriters (MGUs), and Risk Retention Groups. Responsibilities: Serve as client -facing lead on merger and acquisition projects and financial consulting… more
- Citigroup Inc. (New York, NY)
- …English and Spanish are required for this role, coupled with interpersonal relationship management skills. Communication experience across a variety of audiences ... Overview Citi's wealth business offers a wide range of products...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking.… more
- Bedford Stuyvesant Rest (New York, NY)
- …this historic organization is steeped in its mission to close the racial wealth gap. We provide direct services across an economic mobility platform centered on ... their personal finances by increasing financial literacy, developing budgeting and money management skills, to improve credit, reduce debt, build savings and grow… more
- Brown Brothers Harriman & Co. (New York, NY)
- …distribute investment products* Extensive network within the family office and wealth management ecosystem* Exceptional data analysis* Exceptional written/verbal ... for premium service, specialist expertise, technology solutions and partnership approach to client management . Across Investor Services and Capital Partners, we… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... a full range of investment banking, credit and risk management products and services relevant to the financing and...that helps boost the return of the overall lending relationship Providing thoughtful and thorough client coverage… more
- Stifel (New York, NY)
- …than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. ... $8B+ in credit commitments spanning across 200+ investment firm client relationships. The Fund Banking group works closely with...capital and private equity firms and being the senior relationship manager to those firms. What We're Looking For… more
- KPMG Careers (New York, NY)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we dont anticipate that slowing down. In ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...with FDM and Chart of Accounts design Manage key client relationships including project delivery, consulting on best practices,… more
- Nasdaq, Inc. (New York, NY)
- …ensuring Nasdaq remains their exchange of choice through strategic relationship -building and consultative leadership.You'll thrive in this position if you ... Collaborate with cross-functional internal teams to deliver a unified, client -centered approach to winning new listings.**Required Qualifications 10+ years of… more
- Wintrust Financial Corporation (New York, NY)
- …requisition id: 251082Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine ... the sophisticated solutions of a large bank while staying true to the relationship -focused, personalized service of our community banking roots. We serve clients in… more
- NewEdge Wealth LLC. (New York, NY)
- …with each provider. Maintain a comprehensive provider directory and intelligence database. Client Coordination & Relationship Management Serve as the ... while maintaining oversight, quality control, and a consistently elevated client experience. This role requires impeccable judgment, excellent operational… more
