- Bank of America (New York, NY)
- …leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building ... appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- JPMorgan Chase (New York, NY)
- …proficiency across all products within the scope of Banking, Payments, Markets, Asset Management , Credit, DCM, FX, Rates, Commodities, and Investor Services. ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Bank of America (Oyster Bay, NY)
- …leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building ... appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Heritage Financial Credit Union (Middletown, NY)
- …in assuring compliance. Experience Required: + Seven to ten years' experience in the management of Retail Banking, Sales and Banking, and 5 years strategic ... We recognize that our employees are our most important asset , and we are committed to providing them with...that they meet organizational goals and objectives. This includes sales and service long-term plans and goals in meeting… more
- JPMorgan Chase (Brooklyn, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... as a leader in product solutions, where you will guide sales advisory, optimize complex problem-solving, and shape customer-centric strategies. Leverage your… more
- Iron Mountain (Albany, NY)
- …Iron Mountain. We provide expert, sustainable solutions in records and information management , digital transformation services, data centers, asset lifecycle ... Management (CRM) solutions. + Proven ability in consultative sales , including prospecting, negotiating, and translating customer needs into solution requirements… more
- Walmart (Lancaster, NY)
- …aligned with company market and local plans and tactics to direct the management teamand management and hourly associates in facility operations merchandising ... and company direction Provides supervision and development opportunities for management and hourly associates in a facility that may present issues such as… more
- HSBC (Scarsdale, NY)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Asset and Wealth Management Location: Scarsdale, NY, US, 10583 Work style: Office Worker Date: 21 Nov ... to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the Company in community organizations and activities to… more
- JPMorgan Chase (Garden City, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... products + Develop investment policy statements and advise on asset allocation + Closes sales of complex...or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust… more
- TD Bank (New York, NY)
- …for this role. **Job Description:** TD Securities is seeking a highly motivated Asset Backed Securitization (ABS) Structurer to join our team. The ideal candidate ... will have a strong background in asset -backed securities, finance, and quantitative analysis. This role involves...with banking teams for new deal pitches. + Assisting sales teams with investor requests and stress scenario analysis.… more