- TD Bank (Brooklyn, NY)
- … servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, ... needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more
- Publicis Groupe (New York, NY)
- …Responsible for the scoping and management of multiple concurrent large scale-projects and client engagements totaling over $4-8MM annually + Partner with ... the day Fallon opened its doors without a single client , it did so under the headline, "A new...Manage large projects independently from initiation through completion + Partner with Creative to effectively shepherd and manage the… more
- JPMorgan Chase (New York, NY)
- …provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + ... the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning… more
- East House Corporation (Rochester, NY)
- …support them in achieving their goals and objectives. Key Responsibilities: Services That Address Client Goals: o Partner with each client on the caseload ... to develop individualized Service Plans based on client -identified goals. o Support clients in pursuing Service Plan...East House staff and external providers for referrals and client services. o Efficiently manage an assigned caseload while… more
- SHI (New York, NY)
- …and management. This role involves identifying new business opportunities, building strong client and partner relationships, and overseeing sales budgeting and ... Degree required + 7-10 years of experience in Sales + Ability to travel to SHI, Partner , and Customer Events + Ability to travel 25% + Ability to travel to customer… more
- Acosta Group (Syracuse, NY)
- …spanning at least 5 years **What do WE do?** + Demonstrate and sell our client partner Food and Non-Food products to restaurants, schools, hospitals, hotels and ... beyond **What can WE offer YOU?** CORE Foodservice offers a competitive benefits package including: + Annual Salary + Medical, Dental, and Vision benefits + 401K +Match Eligibility + Auto Reimbursement + Cell Phone Reimbursement + Paid Time-Off Programs +… more
- Acosta Group (Albany, NY)
- …spanning at least 5 years **What do WE do?** + Demonstrate and sell our client partner Food and Non-Food products to restaurants, schools, hospitals, hotels and ... beyond **What can WE offer YOU?** CORE Foodservice offers a competitive benefits package including: + Annual Salary + Medical, Dental, and Vision benefits + 401K +Match Eligibility + Car Program + Paid Time-Off Programs + Tuition Reimbursement Opportunity… more
- JPMorgan Chase (New York, NY)
- …firm or equivalent in-house experience + Strong business acumen with ability to understand client needs and partner with business and control teams to develop ... opportunities for professional growth and is ideal for attorneys with institutional client experience. **Job responsibilities** + Provide legal advice and support on… more
- Citigroup (New York, NY)
- …business development and client retention strategies. + Serve as a strategic partner with senior colleagues to execute the Wealth at Work strategic plan. + ... Communicate risks effectively and reduce exposure for both the client and the business. + Partner with...both the client and the business. + Partner with colleagues and build marketplace awareness and communicate… more
- Publicis Groupe (New York, NY)
- …Develop personalization strategy across all channels- customers, prospects on mobile, desktop, client website, CRM, etc. * Partner with internal Activation teams ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...and will consult with internal teams and clients on partner /vendor selection, data onboarding, platform integrations, audience activation and… more