- 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 (Huntington, 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
- 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 (Fairfield, CT)
- …Guilford, Connecticut; New Haven, Connecticut; Fairfield, 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
- Lockheed Martin (Stratford, CT)
- …associates for Blades\. The position will report to the Blades Quality Asc\. Manager in the RMS Sikorsky line of business\. The candidate will provide leadership ... grievance escalation process as appropriate\. * Maintaining a collaborative relationship with the Local 1150\. * Manage the training...to our team\. **WHY JOIN US** Your Health, Your Wealth , Your Life Our flexible schedules, competitive pay and… more
- Citizens (Milford, CT)
- …on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial ... ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending...and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion… more