- TD Bank (Flushing, NY)
- …Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- TD Bank (Brooklyn, NY)
- …Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Neuberger Berman (New York, NY)
- …participants. + Proven ability to collaborate effectively across functions, including Portfolio Management, Client Coverage, Sales, Product, Trading, and ... design, review, and implementation of ETF baskets (including custom baskets) with Portfolio Managers and traders. + Monitor intraday trading activity and engage with… more
- City National Bank (New York, NY)
- …investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are ... * Meet sales goals around sales expectation. * Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the necessary information and… more
- Bank of America (New York, NY)
- …revenue and growth opportunities through rehabilitation and retention of existing client relationships. **Responsibilities:** * Manage a portfolio of ... - special assets or the international special assets regional manager . Primary market contact for both internal and external...lead agent. The Special Assets Group (SAG) Corp/Comm Senior Portfolio Officer is responsible for managing a portfolio… more
- City of New York (New York, NY)
- …the Agency's Chief Medical Officer. Reporting to the Bronx Family Wellness Suite Manager and working in partnership with other perinatal health programs out of CHECW ... the Bronx FWS. Job Duties and Responsibilities: - With support of the FWS manager and the broader FWS Health Education team, develop comprehensive portfolio of… more
- Grameen America, Inc (New York, NY)
- … intake process from the initial communication through membership approval. + Assists Relationship Manager and Branch Manager on client assessment in terms ... presentation. + Follows company standards to ensure high quality and productivity. Client In-Take Management: + Leads a smooth transition for the potential … more
- Bank of America (Syracuse, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As… more
- ThermoFisher Scientific (Grand Island, NY)
- …you will drive revenue growth by aligning with business strategies, anticipating client needs, and identifying market opportunities to achieve annual sales targets. ... and drive performance through well-thought account plans. + **Establish Strong Client Rapport:** build and maintain strong, long-lasting relationships with key… more
- TD Bank (New York, NY)
- …for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new ... overall business needs to add value to the customer's portfolio . **Depth & Scope:** + Highly seasoned professional role...is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant… more
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