Citizens jobs in New York

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PRIVATE CLIENT MARKET LEADER - MID ATLANTIC (PA/NY)

Lead and motivate a team of 30+/ licensed Private Client Relationship Managers (PCRMs) across a specified, broad geography, both in person and remotely. Inspire team to achieve business results and customer experience goals by con...

CompanyCitizens
AddressBrooklyn, NY
CategoryInformation Technology
Salary$135,000 - $175,000 per year
Job typeFull-time, Part-time
Date Posted just now See detail

Private Client Market Leader - Mid Atlantic (PA/NY) New

Citizens

Brooklyn, NY

$135,000 - $175,000 per year

Lead and motivate a team of 30+/ licensed Private Client Relationship Managers (PCRMs) across a specified, broad geography, both in person and remotely. Inspire team to achieve business results and customer experience goals by con...

Private Client Market Leader - Mid Atlantic (PA/NY) - Now Hiring New

Citizens

Bronx, NY

$135,000 - $175,000 per year

Lead and motivate a team of 30+/ licensed Private Client Relationship Managers (PCRMs) across a specified, broad geography, both in person and remotely. Inspire team to achieve business results and customer experience goals by con...

Financial Planning Associate

Citizens

New York, NY

Citizens Private Wealth offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. T...

Private Client Financial Advisor - Borough Park - Brooklyn, NY

Citizens

New York, NY

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

Wealth Portfolio Manager III

Citizens

Tarrytown, NY

$125,000 - $160,000 per year

Manage the investment, trust and institutional accounts. Rebalance accounts according to the clients investment policy statement, with guidance of the asset allocation strategy team and advisor team. Responsible for allocating in...

Senior Trust Officer

Citizens

New York, NY

Effectively establish and manage strong client relationships within an assigned book of trust accounts. Meet with clients, family members and their advisors as appropriate. Educate clients and beneficiaries on estate and trust pla...

Financial Planning Sr Associate

Citizens

New York, NY

Preparation of Cash Flows, Strategic Asset Allocations, Estate Document Review, Estate Flow/Wealth Transfer Diagrams, Insurance Performance Reports, Balance Sheet & Ownership Analysis, Tax Returns, Education Funding Analysis. Revi...

Private Client Financial Advisor

Citizens

New York, NY

Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territor...

Financial Planning Sr Associate

Citizens

New York, NY

Citizens Private Wealth offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. T...

Private Client Financial Advisor

Citizens

New York, NY

Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territor...

CRE Relationship Manager II

Citizens

New York, NY

$152,000 - $206,700 a year

Establish and maintain relationships with sources of loan demand. Prepare recommendations for structuring loans based on specific customer requirements. Prepare necessary documentation to support the loan transaction process to in...

Private Bank - Lending Specialist

Citizens

New York, NY

$99,000 - $125,000 a year

Works closely with RM and client to identify lending needs and solutions. Performs analysis of clients financials to determine loan eligibility. After RM handoff, serves as main POC for client and all internal/external parties to...

Business Portability Associate

Citizens

New York, NY

$85,000 - $100,000 a year

Work with financial advisors to map assets of their current practice. Maintaining current knowledge and understanding of Citizens Private Wealth offerings. Bachelors Degree. 2-3 years of experience in Advisory Platforms and inves...

Investment Banking Associate, M&A

Citizens

New York, NY

$175,000 - $200,000 a year

Managing and assisting with the preparation of financial models and business valuations. Supporting junior and senior team members in developing new business ideas, pitch strategies, or transaction structuring scenarios (inclusive...

Citizens Banker - Spanish Speaking Required

Citizens

Ridgewood, NY

$20 an hour

Meaningful work & relationships Youll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals...