5 relationship manager jobs found

Location: 3777 Tamiami North, Naples Florida Job Summary The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and...

Executive Administrator Are you a highly organized and detail-oriented professional looking to make a meaningful impact in a dynamic corporate environment? Washington Trust is seeking an experienced, highly organized, proactive and solutions-driven Executive Assistant to provide dedicated support to the Chief Executive Officer and Chief Operating Officer. This position requires more than outstanding administrative skills. The successful candidate will be a trusted partner who anticipates needs, manages competing priorities with discretion and sound judgment, and serves as a key point of coordination across the organization. The Executive Assistant will be responsible for managing complex calendars, communications, travel, meetings, and executive priorities while also supporting strategic projects, leadership initiatives, and special assignments. The ideal candidate is comfortable working behind the scenes to keep executives focused on the highest-value...

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Delaware Trust...

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Delaware Trust...

Job Summary: The Executive Assistant provides high-level administrative, operational, and project support to the Academic Dean, Associate and Assistant Deans for Faculty and Academic Affairs, and the broader Dean’s Office. Working with a high degree of independence, discretion, and professionalism, the position manages complex scheduling, supports faculty governance and academic initiatives, coordinates cross-functional projects, and serves as a key liaison among faculty, academic leadership, and central University offices. This role is critical to ensuring effective communication, efficient operations, and seamless coordination across the Dean’s Office, Office of Academic Affairs, and Administrative Dean’s Office. The Academic Coordinator also partners closely with the Dean’s Executive Assistant to provide integrated support for the Dean’s Office leadership team. Job-Specific Responsibilities: Executive and Administrative Support Provide advanced administrative...