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Sales & Client Service Coordinate with Relationship Manager and AML/Compliance and/or OFAC Sanctions Team for any BSA or sanctions related cases follow-up. Assist the Relationship Managers to identify and approach US prospects.
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Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction. Some of your key responsibilities include: Relationship Management:Providing support to the Senior Wealth Planner by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.
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Fostering and maintaining a positive relationship with the Brooklyn Navy Yard board. Driving business development through proactive sales efforts, key KPIs for the role will focus on database and relationship growth.
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Skills needed include demonstrated leadership experience, commitment to racial equity, strong relationship management experience, proven track record in fundraising, knowledge of affordable housing finance, excellent ability to support staff in succeeding, proven ability to foster teamwork, and track record of fostering a positive culture that aligns with diversity, equity, and inclusion goals.
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Head of Relationship Management & Ecosystem Engagement The Pursuit Core Fellowship is a 4 year leadership training program focused on economic transformation that selects & trains high need New Yorkers to become software developers, at over 300 best-in-class companies, including Peloton, Blackstone, Uber, & Citi. On average, Pursuit Fellows go from making $18,000 pre-program to $90,000+ upon starting their first job, resulting in an estimated lifetime earnings increase of over $2,000,000.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Additionally, the DOF will be the primary point of contact for all facilities insurance claims in the region, the selection of compliant vendors, the bid process, and the relationship with the evening cleaning crew(s.
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Provides opportunities for RFMs to become CEFM certified; SFMs to get Black Seal, Asbestos Awareness and OSHA certified. The DOF will oversee the following for all KIPP NJ & KIPP Miami facilities: facilities management and planning, lease and licensing agreements, hazardous materials management, team management, security systems, capital improvement, maintenance and repair service, pest control management, energy management, refuse collection and disposal, compliance, budget development and management, snow removal program, landscaping program, cleaning/ custodial program and refuse & recycling programs.
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Diversity, Equity and Inclusion (DEI) initiatives including LGBTQ+ History, Dia de los Muertos Celebration, Money Management/Money Relationship, and more. Attend one of the many festivals that take place each year such as Utica Arts and Music Festival, the Great American Irish Festival, and Remsen Barn Festival of the Arts.
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Coordinate with national Enterprise colleagues on resource development and funder relationship management. Act as a primary relationship manager for local and state government partners in the region, in partnership with policy staff.
$245,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Support relationship and day-to-day management of key broadline distributor partners (e.g. DOT, Vistar, Sysco), GPOs (e.g. Foodbuy, Sodexo, Guckenheimer), and other non-customer strategic partners Requirements ● 7+ years experience in food & beverage sales in the foodservice channels ● Experience selling a branded product or ingredient to large foodservice accounts in such a way that the brand was represented (e.g. on-menu, on POS signage, etc.
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Morgan Stanley's sizeable investment in technology results in quantitative trading systems, cutting-edge modeling and simulation software, comprehensive risk and security systems, and robust client-relationship capabilities, plus the worldwide infrastructure that forms the backbone of these systems and tools.
$205,000 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Amazon seeks an experienced Treasury Manager to oversee our bank relationship management function within the Capital Markets & Investments Team. This team manages a $60 billion investment portfolio, executes Amazon's debt and equity capital markets transactions, oversees the company's liquidity forecasting, and conducts counterparty and credit risk analysis.
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Pontera is seeking a Strategic Relationship Manager to own the onboarding, maintenance, and expansion of key relationships with mid market partners. The position presents an exciting opportunity to join a successful start-up as it accelerates its growth, and a career path within the Strategic Relationship Management (SRM) team to learn and develop.
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Mentor ECLs, AEs and Producers in connecting relationship dots at clients and actively helping them build trusted client relationships, including using all the relationships of our AEC, ELT members and relationship mapping.
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relationship job Company: Metroplus Health Plan in Manhattan, NY
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