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Client Relationship Manager
Stifel - New York, NY
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage wit...
Relationship Manager II
City National Bank - Newport Beach, CA
RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's prod...
Client Relationship Manager
SS&C Technologies - Japan
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
Regional Relationship Manager
NRECA - New Home, TX
Job Description History and Purpose Make Us Different Homestead Advisers isn't your typical investment manager. Founded in 1990 by the National Rural Electric Cooperative Association (NRECA), our start-up story is unique. We are an investment services company and mutual fund manager with roots in rural America, originally formed 35 years ago to invest on behalf of community ele...
Relationship Manager I
City National Bank - Solana Beach, CA
RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's produ...
Relationship Manager Senior
City National Bank - Whittier, CA
RELATIONSHIP MANAGER SENIOR Whittier Branch WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consiste...
Relationship Manager Senior
City National Bank - New York, NY
RELATIONSHIP MANAGER SENIOR Park Avenue Branch WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consi...
Client Relationship Manager
SS&C Technologies - Singapore
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
Relationship Manager I
City National Bank - Berkeley, CA
RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's produ...
Relationship Manager II
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's prod...
Relationship Manager II
City National Bank - Inglewood, CA
RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's prod...
Relationship Manager I
City National Bank - SF, CA
RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's produ...
Relationship Manager II
City National Bank - Ontario, CA
RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's prod...
Relationship Manager II
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's prod...
Relationship Manager I
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER I LA Main Branch WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently c...