- S&P Global (New York, NY)
- …expertise and understanding of client needs to internal collaborations with Sales , Development, and Business Management , ultimately improving our products ... Work on and initiate internal analysis and projects with sales , development, and business management to improve...raw client data using editors and spreadsheet tools. + Banking and Finance - Good working knowledge of OTC… more
- City National Bank (New York, NY)
- …This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will ... improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy… more
- Santander US (New York, NY)
- …of CLO transactions. + Partner closely with internal global teams across sales , banking , capital markets, and wealth management to help educate, develop, ... following origination by coordinating with internal and external stakeholders including Sales and Trading, Credit, Legal, Counsel, and Rating Agencies. + Negotiate… more
- Wells Fargo (New York, NY)
- …build strong relationships not only with Equity Research colleagues, but also with Equity Sales , Cash Trading, Derivatives, Wealth Management , and others. + ... you. The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking , capital markets and advisory solutions, including a full complement of sales… more
- S&P Global (New York, NY)
- …not eligible for additional compensation such as an annual incentive bonus or sales commission plan. This role is eligible to receive additional S&P Global benefits. ... + Familiarity with processes involved in creating pitch decks, investor reporting, sales & marketing collateral, etc. + Passionate about innovation and keeping up… more
- Citigroup (Staten Island, NY)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking , and credit products… more
- Citigroup (New York, NY)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking , and credit products… more
- Citigroup (New York, NY)
- …of the sub-function/job family. Preferred Custody Services is a product within the Banking and Custody unit of Citi Private Bank's North America region, and is ... part of the larger Wealth Group division of Citigroup. The group is client...verbal & written communication skills + Problem solving, project management , analytical skills + Experience of guiding / supporting… more