- Bank of America (New York, NY)
- …sales and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work ... Relationship Building + Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification **Minimum Education… more
- Carrington (Albany, NY)
- … Management System (LMS), online courses within LMS, content and delivery of associate and management development, on-the job training, new hire training, new ... online courses within LMS, content and delivery of overall associate and management development, on-the job training,...explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …key Institutional clients, serving as the primary point of contact and trusted advisor . + Strategic Business Reviews: + Plan and execute strategic account reviews ... preferred. + Minimum of 4 years experience in a client service, account management , or related financial services. + Strong knowledge of project management … more
- WTW (New York, NY)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's… more