- M&T Bank (Tarrytown, NY)
- …risk for commercial clients at M&T Bank. This individual contributor client facing position involves analyzing financial statement, structuring credit solutions, ... Commercial Credit Lead manages a transaction team and collaborates closely with relationship managers (RM), risk officers, and other stakeholders to facilitate sound… more
- Janus Henderson Investors (New York, NY)
- …the JHI proposition in a coherent and persuasive manner to the target client base, increasing brand awareness, sales and profitability across the region. + Take ... a pro-active approach to relationship building, with local and global institutions, in the...in US Offshore, build the JHI brand through direct client calling, appropriate marketing and face to face meetings… more
- Berkshire Bank (Latham, NY)
- …Key Accountabilities: + Customer Service 50% + Creates an exceptional client experience by demonstrating Berkshire Banks BeFIRST values displaying energy and ... a positive and collaborative work environment. + Excel at client service skills at all times to promote a...finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to… 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 ... personal relationship with their advisory team committed to their needs....be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- Philips (Latham, NY)
- …17, 19, 20, 21, 22, and 23. **Your role:** + Research the client 's operating model, business challenges, critical metrics, issues, goals, and growth strategy. ... Develop a complementary Philips strategy designed to support the client 's success. + Articulate the Philips vision across continuum of care with emphasis on… more
- Arrow Financial Corporation (South Glens Falls, NY)
- …Business Opportunities About this position: Responsible for servicing, marketing, selling and client retention of a dedicated book of existing business. Focus is on ... sales/cross selling as needed. This position will also be client facing as needed, networking with prospective clients to...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides ... or provide facts or information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion of lead… more
- Cushman & Wakefield (Albany, NY)
- …Data Manager (SDM) will be responsible for day-to-day functionality of the client 's Space Management tool including data integrity of CAD floor plans, occupant ... data and reporting (regular or ad hoc) for a client portfolio or set of buildings. **Job Description** **Principle...concepts & design * Excellent customer service and interpersonal relationship skills * Ability to work independently and as… more
- Citigroup (New York, NY)
- …partner closely with Citi Private Bankers to assist in evaluating the client 's holistic financial situation and opportunities to improve outcomes through a range ... individual will also work closely with Sales leadership to help identify client engagement opportunities to progress strategy and focus on increasing market share.… more
- Bloomberg (New York, NY)
- …- Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045460 **Description & Requirements** The Opportunity: BloombergNEF ... individual to join our North America commercial team as a New Business Relationship Manager. The candidate will lead BNEF's business development efforts across the… more
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