Institutional Wealth Client Account Manager
16 hours ago
BOK Financial Corporation Group is seeking a highly skilled Institutional Wealth Client Account Manager to join our team. As a key member of our Institutional Wealth Services team, you will be responsible for administering, managing, and overseeing the services delivered to Institutional Wealth Clients.
You will interact with large clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel relating to those issues.
The ideal candidate will have a strong understanding of retirement services and be able to analyze, develop, and implement solutions for complex account and departmental problems and issues.
You will effectively manage and administer assigned Institutional Wealth client accounts, which includes analyzing, evaluating, recommending, and implementing solutions for various complex client-related issues and problems that arise.
The successful candidate will have excellent communication and problem-solving skills, with the ability to work effectively in a team environment.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long-term careers of employees.
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Albuquerque, New Mexico, United States Bank of America Full timeAbout the RoleMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Client Relationship Manager, you will play a critical role in helping clients pursue their financial goals through a personal relationship with their advisory team.Key...
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Senior Wealth Manager
5 days ago
Albuquerque, New Mexico, United States LHH Full timeJob Title: Senior Wealth ManagerLHH is seeking a Senior Wealth Manager to join their team in Albuquerque, NM. As a key member of the financial services team, you will be responsible for delivering comprehensive financial planning and investment management services to high-net-worth clients.Key Responsibilities:Provide personalized wealth management advice...
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Senior Wealth Manager
3 days ago
Albuquerque, New Mexico, United States LHH Recruitment Solutions Full timeJob OverviewLHH Recruitment Solutions is seeking a highly skilled Senior Wealth Manager to join their team in Albuquerque, NM. In this role, you will be responsible for delivering comprehensive financial planning and investment management services to high-net-worth clients. You will play a key role in building and maintaining client relationships, developing...
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Senior Wealth Manager
4 days ago
Albuquerque, New Mexico, United States LHH Full timeLHH is seeking a seasoned Senior Wealth Manager to join their team in Albuquerque, NM. As a key member of the financial services team, you will be responsible for delivering exceptional wealth management services to high-net-worth clients. Your expertise will be crucial in building and maintaining strong client relationships, developing tailored financial...
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Senior Wealth Advisor
2 weeks ago
Albuquerque, New Mexico, United States REDW Full timeSenior Wealth AdvisorREDW LLC, a leading certified public accounting and business advisory firm, is seeking a Senior Wealth Advisor to join its Wealth team. As a key member of the team, you will be responsible for providing exceptional client service and delivering high-quality financial planning and investment advice to high-net-worth clients.Key...
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Merrill Associate Client Relationship Manager
4 weeks ago
Albuquerque, New Mexico, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We believe in creating a workplace that is inclusive, diverse, and...
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Morgan Wealth Management Professional
5 days ago
Albuquerque, New Mexico, United States JPMorganChase Full timeJob SummaryWe are seeking a highly skilled Private Client Advisor to join our team at Chase Wealth Management. As a key member of our team, you will be responsible for providing comprehensive financial planning and advice to individuals and families, helping them achieve their financial goals.Key ResponsibilitiesChampion and support your teammates' success...
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Client Relationship Manager Associate
1 month ago
Albuquerque, New Mexico, United States Bank of America Full timeAbout the Role:The Associate Client Relationship Manager (ACRM) plays a critical role in supporting the firm's business objectives and contributing to market profitability and revenue growth. This position is responsible for ensuring client service expectations are met and exceeded, while balancing risk and exposure to the firm.Key Responsibilities:Promote...
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Financial Operations Specialist
1 month ago
Albuquerque, New Mexico, United States ZeroThreeSixty Wealth Partners Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at ZeroThreeSixty Wealth Partners. As a key member of our financial planning office, you will be responsible for providing administrative support to our financial advisors and planners, ensuring the smooth operation of our office, and delivering...
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Albuquerque, New Mexico, United States Bank of America Full timeAbout the Role:The Associate Client Relationship Manager (ACRM) plays a critical role in supporting the firm's business objectives and contributing to the market's profitability and revenue growth. This role is responsible for ensuring the service expectations of our clients are met and exceeded, while balancing risk and exposure to the firm.Key...
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Account Manager
3 weeks ago
Albuquerque, New Mexico, United States Cityview Helicopter Tours Full timeAccount Manager Job DescriptionWe're seeking a highly motivated and experienced Account Manager to join our team at Cityview Helicopter Tours. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met, and delivering exceptional customer service.Key Responsibilities:Client...
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Account Manager
3 weeks ago
Albuquerque, New Mexico, United States Clear Channel Communications, Inc. Full timeJob Summary: Clear Channel Communications, Inc. is seeking a highly motivated and results-driven Account Executive to join our team. As an Account Executive, you will be responsible for meeting and exceeding local and national sales goals by developing new business through direct customer outreach and high-level agency contacts.Key Responsibilities:Drive...
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Account Manager
4 weeks ago
Albuquerque, New Mexico, United States Clear Channel Communications, Inc. Full timeJob SummaryThe Account Executive plays a pivotal role in driving revenue growth by developing and maintaining long-term relationships with clients. This involves identifying new business opportunities, crafting comprehensive proposals, and negotiating competitive pricing structures. The ideal candidate will possess excellent communication and negotiation...
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Account Manager
3 days ago
Albuquerque, New Mexico, United States Clear Channel Communications, Inc. Full timeJob Title: Account Executive Job Summary: The Account Executive plays a crucial role in driving revenue growth by developing and maintaining strong relationships with existing and new clients. This involves creating and presenting comprehensive proposals, negotiating pricing structures, and collaborating with internal teams to deliver exceptional customer...
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Associate Account Manager
3 weeks ago
Albuquerque, New Mexico, United States BrightView Landscape Services Full timeJob Title: Associate Account ManagerBrightView Landscape Services is seeking a highly motivated and results-driven Associate Account Manager to join our team. As a key member of our Client Services Team, you will be responsible for building and maintaining long-term relationships with our clients, focusing on both client retention and ancillary sales.Key...
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Account Manager
2 weeks ago
Albuquerque, New Mexico, United States Clear Channel Communications, Inc. Full timeJob SummaryThe Account Executive plays a pivotal role in driving revenue growth by developing and maintaining long-term relationships with clients. This involves presenting comprehensive proposals, negotiating pricing structures, and collaborating with internal teams to deliver exceptional customer experiences.Key ResponsibilitiesMeet and exceed sales...
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Insurance Account Manager
24 hours ago
Albuquerque, New Mexico, United States HUB International Full timeAbout HUBHUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. Our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control.Our team of...
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Sales Account Manager
4 weeks ago
Albuquerque, New Mexico, United States BELFOR Holdings Full timeJob Title: Sales Account ManagerWe are seeking a highly skilled Sales Account Manager to join our team at BELFOR Holdings. As a Sales Account Manager, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and driving sales growth.Key Responsibilities:Manage a portfolio of...
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Insurance Account Manager
2 weeks ago
Albuquerque, New Mexico, United States HUB International Full timeAbout HUB InternationalHUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. Our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in...
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Insurance Account Manager
5 days ago
Albuquerque, New Mexico, United States Inszone Insurance Services Full timeJob Title: Commercial Insurance Account ManagerAt Inszone Insurance Services, we're seeking a highly skilled Commercial Insurance Account Manager to join our 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 providing exceptional customer...