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The Grants and Projects Manager will provide expertise and leadership to post award management requirements, ensuring compliance with all grant and contract regulations, policies, and procedures, as well as those of FPHNYC. Additionally, the Grants and Projects Manager will act as the key relationship partner with DOHMH and funders, and functions as the administrative lead and high-level project manager on all post-award matters.
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Closely worth with regional wealth management teams to identify HNW opportunities within each regionYou haveExperience wholesaling wealth management, preferably advisory and/or alternative investmentsSeries 7 and 65/66 required; CIMA, CPWA or CAIA encouragedStrong relationship and consultative management skillsExcellent “live” presentation skills, articulate, polite, confident, able to build relationships with the Field, including GAs, Investment Specialists, FRs, MDs, and Home Office personnel.
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Diversity, Equity and Inclusion (DEI) initiatives including LGBTQ+ History, Dia de los Muertos Celebration, Money Management/Money Relationship, and more. A short train ride from New York City and next door to Vassar College, Marist College, and SUNY Dutchess.
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At least 3-5 years of experience, including minimum 2-3 years in investment/commercial banking, 2-3 years in a product manager or relationship manager role, 2-3 years of credit analysis, loan underwriting and portfolio monitoring experience, as well as 2 years of commodity financing experience.
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This role requires deep knowledge of the Duck Creek platform, strong architecture background, design thinking, thought leadership, change orientation, seamless execution, strong relationship management and effective communication capabilities.
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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
$31.19 - $48.13 an hourFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Establish and maintain a positive working relationship with facility and site staff community and provider organizations, as well as City and State regulatory agencies. The Medicare Sales Representative II is involved with health education through the distribution of health ed.
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The Sr Developer Cloud Applications for Beckman Coulter Diagnostics is responsible for working with the Business users and IT team members to design, configure, develop, and deliver solutions that enable CRM automated processes and support the execution of Customer Relationship Management strategies.
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The US Analyst will work in a team environment, would support Analysts, and would interact closely with the Group's Transaction Manager, Relationship Managers, as well as external groups, such as the credit department, back/middle office, and various product groups.
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You will then have the opportunity to look at moves into other areas of the business including: Business Development, Relationship Management, Product Development, Pre-Sales, Tech Support. The Candidate - A minimum of 12 months experience working in Stock Lending, Repo or Collateral Management from a bank, fund or fintech.
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Maintain regular contact with customers, develop new opportunities to expand the relationship and develop new relationships with prospects. Business Development & Customer Relationship. Ensure all departmental and loan activities are in compliance with all applicable federal laws, and regulations such as Anti-Money Laundering (AML), Bank Secrecy Act (BSA), KYC and others.
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Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager. Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC.
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Endeavor is at the center of sports, media, entertainment, and fashion and is a largely relationship-based business. Some familiarity with SAG-AFTRA commercials contract and FTC endorsement guidelines.
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The job works closely with the Relationship Manager and Credit Officer to ensure consistency with the TD Bank Groups Risk Appetite Principles, including establishing the Borrower Risk Ratings and Facility Risk Ratings for new and existing credit relationships.
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Lead the day-to-day coverage, origination, and relationship management efforts for assigned Alternative Asset Managers and Financial Sponsors clients across Deutsche Bank's global product suite with a particular focus on Corporate Bank solutions, including Cash Management, Trade Finance & Lending, Trust & Agency Services, Securities Services, Strategic Corporate Lending and risk management for Foreign Exchange (FX), and Rates.
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relationship manager jobs Company: Metroplus Health Plan in New York, NY
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