- Citigroup (Queens, NY)
- 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
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... make a difference. Join us! **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Relationship Manager...teams client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE… more
- Bank of America (New York, NY)
- … Wealth Supervision Manager will partner with and backup the Client Relationship Manager . The Private Wealth Supervision Manager operates with ... Private Wealth Supervision Manager New York, New...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client Solutions… more
- Citigroup (New York, 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
- Neuberger Berman (New York, NY)
- **Summary** The Marketing Manager operates within the NB Private Wealth ("NBPW") Marketing team, which provides strategic and tactical marketing solutions to the ... Private Wealth business at Neuberger Berman. This individual will be...advisory and planning capabilities at the firm. The Marketing Manager will work directly digital marketing, design and marketing… more
- Bank of America (Southampton, NY)
- …with the power to make a difference. Join us! The **Elite Growth Practice (EGP) Relationship Manager ** role is a position on the Financial Advisor Team which ... Wealth Management Specialist - NR Southampton, New York... Act registration requirements. The **Elite Growth Practice (EGP) Relationship Manager ** position may be filled at… more
- TD Bank (White Plains, NY)
- …of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable ... maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the...an effort to interest the client in deepening their relationship with TD Wealth + Executes in… more
- TD Bank (Melville, NY)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... in the high net worth segment. The Private Client Relationship Manager II will serve as the...of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, … more
- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager New York, 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 (New York, NY)
- Business Banking Relationship Manager /Senior Relationship Manager - New York, New York New York, New York **Job Description:** At Bank of America, we are ... Management + Regulatory Compliance + Risk Management This position is posted as a Senior Relationship Manager but is flexible and can be filled as a … more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Regional Sales Manager - Private Client (RSM) is ... responsible for the direct management of teams of Wealth Professionals ( Relationship Managers (RM) and Investment...and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act), 12 USC || 5102 et seq., and… more
- Bank of America (New York, NY)
- …is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM).The Market Supervision Manager (MSM)supports the Firm's ... Merrill Market Supervision Manager NEW YORK, New York **Job Description:** Job...compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory… more
- TD Bank (New York, NY)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point ... Net Worth Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (New York, NY)
- Data Support Manager Charlotte, North Carolina;New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... -Understanding of business process modeling, data provisioning modeling, and entity relationship modeling -Comfortable with the application of digital technology and… more
- City National Bank (New York, NY)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System… more
- Neuberger Berman (New York, NY)
- …strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving ... functional areas, including Portfolio Managers, Legal & Compliance, Operations, Technology, Relationship Managers, and Client Service as it relates to Operational… more
- Berkshire Bank (East Syracuse, NY)
- …Banking **Department:** Various - Branch Network **Reports to:** Financial Center Manager **Status:** Non-Exempt **Grade:** 5 **Pay Range:** $18.00 - $25.00 _Actual ... finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to...Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient… more
- Broadridge Financial Solutions (Edgewood, NY)
- …directly from the shareholder through multiple mediums including the call center, relationship manager requests received through the issuer, or direct ... associates can only do their best when they feel safe , understood, and valued, and we work diligently and...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Kiewit (Staten Island, NY)
- …best practices for all projects that we support. Our participation leads to safe , cost effective, and innovative designs that achieve client expectations and further ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… more