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New York, New York, United States Citigroup Inc Full timeAbout the RoleThe Senior Relationship Manager is a key position within Citigroup Inc, responsible for building and maintaining strong relationships with clients. This role requires a seasoned professional with in-depth knowledge of the financial industry and excellent communication skills.Key ResponsibilitiesClient Relationship Management: Develop and...
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New York, New York, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at Charles Schwab. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our top-tier advisors, driving growth and retention, and providing exceptional client service.Key...
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New York, New York, United States iCapital Full timeSenior Relationship Manager for Asset ManagersiCapital is seeking a seasoned Senior Relationship Manager to join our Enterprise Solutions team, focusing on Asset Managers and General Partners. This role will play a pivotal part in maintaining and developing current relationships, as well as prospecting for new opportunities. As a senior-level, technical...
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New York, New York, United States Fulton Bank, N.A. Full timeJob SummaryFulton Bank, N.A. is seeking a highly skilled Senior Relationship Manager to join our Corporate Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesDevelop and execute strategic...
Senior Relationship Manager
3 months ago
This role involves managing relationships with ultra-high net worth clients within the Investment Management division. Responsibilities include supporting Relationship Managers and Family Office Specialists, serving as a primary contact for client needs, understanding client expectations, executing client service strategies, and building trust with key client intermediaries. This role also involves facilitating communication between clients and their advisors, managing financial accounts, bill payments, and lifestyle services to provide personalized and seamless client experiences. The position requires a background in family office or wealth management, with preferred knowledge of trust and estate or personal tax concepts. Our client offers comprehensive benefits, supports professional development, and follows a hybrid working policy based in their New York City office.
