Financial Services Relationship Manager

Company OverviewVoya Financial is a leading provider of investment and retirement solutions. We believe that everyone deserves access to financial opportunities, and our mission is to help individuals and communities achieve their financial goals.SalaryThe estimated annual salary for this position is $120,000 - $150,000, depending on location and...

The Financial Services Relationship Manager at Citigroup Inc. is responsible for building and maintaining strong relationships with high net worth clients, identifying opportunities for revenue growth, and delivering exceptional client experiences.**Key Responsibilities:*** Develop and execute customized financial services strategies to meet the evolving...

Job OverviewAt Phaxis - Financial Services, we are seeking a skilled Financial Services Collections Specialist to join our team.This is a full-time position responsible for managing customer payments and enhancing relationships with clients.Key Responsibilities:Process customer payments via checks and credit card transactionsPrepare invoices and weekly...

Job OverviewCitigroup, Inc. is seeking an experienced Senior Financial Services Relationship Manager to join our team in New York. This role involves developing and maintaining relationships with clients in the mid-corp segment, providing them with tailored financial solutions and exceptional service.ResponsibilitiesBuild and maintain strong relationships...

Sales Leadership in Financial TechnologyWe're looking for an experienced Relationship Manager to lead our sales efforts in the US and drive revenue growth in the debt capital markets. You'll work closely with our product team to deliver innovative solutions that meet client needs.About the Role:Foster relationships with key clients and prospects in the...

Job OverviewWe are seeking a skilled Property Accountant to join our team at Phaxis - Financial Services.About the RoleThe successful candidate will be responsible for performing full cycle accounting for commercial/industrial/retail properties, including bank reconciliations and annual report filings.They will also process quarterly property management...

Job SummaryThe Corporate Banking Tech Relationship Associate role is a senior-level position within Citigroup Inc, responsible for assisting clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions. This position serves as an intermediary in trading for clients and...

**Career Opportunity at U.S. Bank**We're seeking a highly motivated and skilled Quality Associate to join our team. In this role, you'll work closely with Relationship Managers and coverage team members to manage Corporate and Commercial Banking clients.**Key Responsibilities:**Analyze financial data and prepare comprehensive written analysesAssist...

The role of a Financial Relationship Manager at First Citizens Bank involves cultivating, acquiring, growing, and maintaining Private Equity and Venture Capital client relationships. This hybrid position requires building deep connections with individuals at these firms, including Partners, COOs, CFOs, and finance staff.Key ResponsibilitiesSupporting Senior...

About the OpportunityThis role offers an exciting chance to contribute to the servicing of key intermediary sales relationships. As a financial services intern, you will develop a deep understanding of major financial intermediaries and collaborate with Business Development Managers to build effective solutions using Voya Investment Management resources and...

Job DescriptionFifth Avenue Financial is looking for a highly motivated financial advisor to join our team. As a financial advisor, you will be responsible for building and maintaining client relationships, analyzing financial data, and developing customized financial plans.Key Responsibilities• Build and maintain a portfolio of clients• Analyze customer...

Award-winning Creative Financial Staffing seeks an accomplished Senior Auditor to spearhead our expanding team and deliver exceptional services to clients in Manhattan.About Our ValuesWe pride ourselves on providing a dynamic work environment where our professionals thrive and grow. Our diverse client base includes high-profile individuals, entertainment...

Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at Phaxis - Financial Services. In this role, you will be responsible for assisting with month-end close processes, booking journal entries, and investigating variances.You will also prepare and review account reconciliations and analysis, assist with the preparation of global...

Wintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...

Job Title: Financial Institutions Relationship ManagerWe are looking for a skilled professional to join our team in the digital assets department at Mastercard, Inc.About the Role:This role involves building relationships with financial institutions, understanding their needs, and providing effective solutions through our products and capabilities.Develop a...

Job OverviewWe are seeking an experienced professional to join our team as a Senior Financial Services Consultant. This role offers a unique opportunity for growth and development in the financial services industry.The ideal candidate will have a strong background in wealth management and a proven track record of success in delivering exceptional client...

Job SummaryWe are seeking a highly skilled Financial Relationship Manager to join our team at Unicoin Inc.The ideal candidate will have 10+ years of accounting/finance experience or 5+ years of experience in managing an investor relations department.A BA/BS degree, excellent written and verbal skills, relationship-building skills in the investment community,...

About Phaxis - Financial ServicesWe are a dynamic financial services company seeking a skilled Financial Professional to join our team.

Job DescriptionThe Financial Services Relationship Expert will play a key role in managing a portfolio of high-value clients and developing tailored solutions to meet their needs. The ideal candidate will have a deep understanding of financial services and be able to drive growth and revenue for our clients.Key ResponsibilitiesManage a portfolio of...

Wellington Adams Financial Group is a boutique financial planning and investment advisory firm dedicated to helping our clients achieve their long-term financial goals.Job Summary:We are seeking an experienced Financial Advisor to join our team, who will work closely with senior advisors to support the delivery of comprehensive financial planning and...