Relationship Manager - Stamford, CT

+Job summary · O'Shaughnessy Asset Management is owned by Franklin Templeton. · +ResponsibilitiesCollaborate with Director and Specialist to manage business development pipeline of advisor prospects. · Play a key role in all aspects of onboarding and servicing new RIA clients inc ...

The Private Wealth Associate will support OSAM's business development/client service efforts for the Western US and will primarily collaborate with the business development, operations, and investment teams on sales enablement, onboarding, and maintaining relationships with high- ...

The Private Wealth Associate will support OSAM's business development/client service efforts for the Western US and will primarily collaborate with the business development, operations, and investment teams on sales enablement, onboarding, and maintaining relationships with high- ...

O'Shaughnessy Asset Management is a dynamic firm that spans asset management, wealth management, and fintech. The Private Wealth Associate will support OSAM's business development/client service efforts for the Western US and collaborate with teams on sales enablement, onboarding ...

<p>O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management and fintech. With clients in over 150 countries and offices on six continents you will get exposed to different cultures people and business deve ...

O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. · We are a leading provider of Custom Indexing services via CANVAS. · Responsibilities · Collaborate with Director and Sp ...

Job Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...

The Role: · Relationship Manager (RM) · You'll be at the heart of client relationships, working directly with a Managing Director and Wealth Advisors to support high-net-worth client relationships, ensure an exceptional client experience, and participate in the financial planning ...

We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. · ...

This role will facilitate strong partnerships with dealers and sales managers while providing high level customer service to our internal Auto Finance business. · ...

Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? · A Relationship Manager Associate at Capital One is the opportunity for both This role will facilitate strong partnerships with deal ...

We are seeking a Relationship Manager to support the advisory team in servicing clients households under $2M.This role is responsible for delivering a concierge level of service as the direct point of contact for Procyon's smaller clients. · Client Relationship Management · Build ...

This is a full-time position for a Relationship Manager based in River Edge, NJ. We are seeking a motivated and personable professional to grow our practice through referral partnerships and community outreach. · Build and maintain relationships with dentists, physicians, and wel ...

Who We Are · Cross River builds the infrastructure behind the world's most innovative financial products. Our technology and capital solutions power payments, cards, lending, and digital asset capabilities that move money safely, instantly, and inclusively — trusted by leading fi ...

Mitlin Financial Inc, a growing wealth management firm, is seeking a Relationship Manager (RM) to assist in our mission of helping those we serve achieve their financial goals while finding JOY in the journey. · The Relationship Manager will play a mission-critical role by suppor ...

A natural born people person who thrives on cultivating relationships with others? Look no further; a Relationship Manager Associate at Capital One is the opportunity for both This role will facilitate strong partnerships with dealers and sales managers while providing high level ...

We are seeking a Relationship Manager to support our advisory team in servicing clients households under $2M. This role is responsible for delivering a concierge level of service as the direct point of contact for Procyon's smaller clients. · Build and maintain strong relationshi ...

· Relationship Manager, Trust Investment Solutions · Firm Overview: · Midwest Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, in ...

In our Customer Care area the Relationship Manager develops deep relationships with advisors plan sponsors and third-party administrators that are in our 10M - 200M market space in the Metro New York and New Jersey area. · ...

We're looking for a proactive and detail-oriented Relationship Manager to support our Sales team and ensure a smooth post-sales experience for our clients. · ...