Current jobs related to Private Client Manager II - Melville - Bank of America
-
Private Client Advisor
5 days ago
Melville, New York, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a highly skilled and experienced Private Client Advisor to join our...
-
Private Client Market Leader
7 days ago
MELVILLE, United States Citizens Full timeDescriptionAt Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens stands and grows with its clients. Within Citizens Core Banking Division, Citizens...
-
Private Client Market Leader
2 days ago
Melville, New York, United States Citizens Full timeJob SummaryCitizens is seeking a Private Client Market Leader to lead, coach, and develop a team of licensed Private Client Relationship Managers (PCRM) across a specified geography. The successful candidate will be responsible for motivating their team through behavioral change management, coaching them on consistent execution of our defined client...
-
Tax Supervisor
1 month ago
Melville, New York, United States Marcum LLP Full timeJoin Our Tax TeamMarcum LLP is a leading accounting firm that offers a dynamic career with exceptional benefits. We're seeking a highly skilled Tax Supervisor to join our Private Client Services team in Melville, NY.About the RoleThe Private Client Services team focuses on tax business planning, advisory, and compliance services for ultra-wealthy families...
-
Global Executive
1 month ago
Melville, New York, United States KPMG Full timeGlobal Executive & Private Client Group AssociateAt KPMG, we are seeking a highly skilled Global Executive & Private Client Group Associate to join our Business Tax Services practice. As a key member of our team, you will be responsible for supporting and overseeing large outsourcing engagements/projects, including cross-border employment-based processes, HR...
-
Tax Supervisor
1 month ago
Melville, New York, United States Marcum LLP Full timeAbout the RoleMarcum LLP is seeking a highly skilled Tax Supervisor to join our Private Client Services team in Melville, NY. As a Tax Supervisor, you will play a key role in providing tax business planning, advisory, and compliance services to ultra-wealthy families and multi-generational wealth planning.Key ResponsibilitiesReview and prepare tax returns...
-
Global Executive
4 hours ago
Melville, New York, United States KPMG Full timeBusiness Title:Global Executive & Private Client Group Senior AssociateRequisition Number:Function:Tax ServicesArea of Interest:State:NYCity:MelvilleDescription:We are seeking a Global Executive & Private Client Group Senior Associate to join our Business Tax Services practice. As a key member of our team, you will be responsible for supporting and...
-
Tax Staff I
2 days ago
Melville, New York, United States EisnerAmper LLP Full timeJob Summary:We are seeking a highly motivated and detail-oriented Tax Staff I to join our Private Client Services (PCS) team at EisnerAmper LLP. As a key member of our team, you will be responsible for preparing financial statements, performing compilations and reviews, and assisting with the preparation of federal and state income tax returns.Key...
-
Account Manager II
2 days ago
Melville, New York, United States Henry Schein Full timeJob SummaryAs an Account Manager II at Henry Schein, you will be responsible for managing multifaceted buying cycles with Henry Schein One customers in the General Practice dental market. You will understand the needs and gaps in technology to align business growth plans with existing customers, driving substantial incremental revenue for Henry Schein...
-
Client Svc II Rep.- Mailroom
4 weeks ago
Melville, United States Canon Solutions America, Inc. Full timeJob DescriptionJob DescriptionClient Svc II Rep.- MailroomUS-NY-MelvilleJob ID: 32181Type: Full-Time# of Openings: 1Category: Administrative/ClericalNY - Melville-Canon-MSAbout the Role Advanced proficiency in site operations and procedures with ability to assign tasks to colleagues and manage responsibilities within the team.Your Impact Main...
-
Private Mortgage Lender
5 days ago
Melville, New York, United States Wells Fargo Full timeJob Title: Private Mortgage BankerJob Summary: We are seeking a skilled Private Mortgage Banker to join our team at Wells Fargo. As a key member of our mortgage lending team, you will be responsible for soliciting residential mortgages from various sources and producing high-quality loans that meet our compliance standards.Key Responsibilities:Solicit...
-
Melville, United States KPMG-UnitedStates Full timeBusiness Title:Senior Associate, Japanese Global Executive and Private ClientsRequisition Number:112756 - 10Function:Tax ServicesArea of Interest:State:CACity:San DiegoDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with...
-
Melville, New York, United States KPMG-UnitedStates Full timeSenior Associate, Japanese Global Executive and Private ClientsAt KPMG, we are seeking a highly skilled Senior Associate to join our Business Tax Services practice. As a Senior Associate, you will play a key role in helping clients navigate complex tax implications and compliance requirements.Responsibilities:Provide expert tax advice to clients on...
-
Business Banking Relationship Manager II
5 days ago
Melville, New York, United States Citizens Full timeJob SummaryAt Citizens, we are seeking a highly skilled Business Banking Relationship Manager II to join our team. As a key member of our commercial banking team, you will be responsible for deepening relationships with clients and providing tailored advice and solutions to help them achieve their financial goals.Key ResponsibilitiesManage and acquire new...
-
Managing Director
3 weeks ago
Melville, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...
-
Universal Banker II Floater Position
5 days ago
Melville, New York, United States The First National Bank of Long Island Full timeJob Title: Universal Banker II FloaterAt The First National Bank of Long Island, we are seeking a highly skilled and motivated Universal Banker II Floater to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and sales support to our clients.Job Summary:The Universal Banker II Floater is a...
-
Universal Banker II Floater Position
5 days ago
Melville, New York, United States The First National Bank of Long Island Full timeJob Title: Universal Banker II FloaterAt The First National Bank of Long Island, we are seeking a highly skilled and motivated Universal Banker II Floater to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and sales support to our clients.Job Summary:The Universal Banker II Floater is a...
-
Tax Partner
4 weeks ago
Melville, New York, United States EisnerAmper Full timeAbout the RoleEisnerAmper is seeking a highly experienced Tax Partner to join our Real Estate Private Equity team. As a key member of our team, you will be responsible for providing tax advisory services to our clients in the real estate private equity sector.As a Tax Partner, you will have the opportunity to work on a wide range of tax matters, including...
-
Patient Advocate II
6 days ago
Melville, New York, United States North American Partners In Anesthesia Full timeJob Title: Patient Advocate IIAt North American Partners in Anesthesia, we are seeking a highly skilled Patient Advocate II to join our team. As a Patient Advocate II, you will play a critical role in managing patient communications related to billing and insurance queries.Key Responsibilities:Efficiently handle inbound and outbound calls to provide...
-
Universal Banker II Floater
2 hours ago
Melville, New York, United States The First National Bank of Long Island Full timeJob Title: Universal Banker II FloaterJob Summary:The Universal Banker II Floater is a key role within The First National Bank of Long Island, responsible for providing exceptional customer service and sales expertise across various branches. This position requires the ability to float between locations, adapting to changing branch needs and...
Private Client Manager II
3 months ago
Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Job Description:
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with 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 required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
- Leads complex credit opportunities, including structured credit deals
- Grows book balances and Year over Year revenue
- Partners with and mentors Private Client Managers on more complex products and client relationships
- Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
Required Skills:
* Excellent ability to work in team environment
* Strong interpersonal and influence / partnership skills
* Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
* 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience
* Series 7, 63 and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
Desired Skills:
* MBA or Post-Graduate Degree preferred
* CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Addition Skills Used in this Role:
* Customer focus
* Relationship Building
* Building Rapport
* Credit Analysis
* Advisory Sales
* Problem Solving
* Investment Products & Solutions
* Client Team Management
* Influencing
* Transitioning client conversations
* Collaboration
* Mentoring
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40