• Investment Banking VP - Insurance (NYC)

    Raymond James Financial, Inc. (New York, NY)
    …expertise to act as an authority to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client . Applies expertise to act ... and challenges. Applies expertise to act as an authority to align the client 's sales process with their organization's sales process, including the key… more
    Raymond James Financial, Inc. (06/19/25)
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  • Personal Banker

    KeyBank (Liberty, NY)
    client confidence in their finances. The Personal Banker is a client first, sales -driven, self-motivated, and competitive individual. Strong and effective ... conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. As… more
    KeyBank (08/23/25)
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  • Associate Director, Treasury Management Officer,…

    Scotiabank (New York, NY)
    …end client experience and lead business process reviews aligned to key client sales opportunities. + Partner with internal product stakeholders to represent ... with in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity management, payables… more
    Scotiabank (07/24/25)
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  • Associate Private Client Advisor

    KeyBank (Pearl River, NY)
    …Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. + Strong client centric focus. + Proven ability to ... River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client ...and other resources in order to maximize needs- based sales production. + Be an active member of the… more
    KeyBank (07/08/25)
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  • Associate Private Client Advisor

    KeyBank (Mahopac, NY)
    …Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. + Strong client centric focus. + Proven ability to ... 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client ...and other resources in order to maximize needs- based sales production. + Be an active member of the… more
    KeyBank (06/12/25)
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  • Client Executive, Advisory Market - Greater…

    Guardian Life (Albany, NY)
    …and execute on renewal decisions along with deploying the right solutions for the client + Ability to leverage all sales enablement technology, training and ... important to you? If so, Guardian is seeking a Client Executive who will be the main contact for...clients and brokers/consultants. + Work closely with the respective sales office to gain their buy-in for the account… more
    Guardian Life (07/16/25)
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  • Associate, Corporate Banking - FIG Insurance

    BMO Financial Group (New York, NY)
    client 's portfolio and business needs. + Initiates contact with partners for new client sales . + Participates in deal teams to develop, present and win ... part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety...and participate in their presentation to clients. + Monitors client , client industry and regulatory agencies for… more
    BMO Financial Group (08/22/25)
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  • Client Analyst

    Neuberger Berman (New York, NY)
    …team coverage lists, coordination of mass mailing efforts and the coordination of client requests. + Assist in creating sales presentations by gathering various ... The Institutional Business Development Analyst will work closely with two senior Client Advisors ("CA") within the Institutional Client Group. The Analyst… more
    Neuberger Berman (07/24/25)
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  • Client Executive - Global Financial…

    World Wide Technology (New York, NY)
    …individuals on high-performance teams? Join WWT today! **Why should you join Global Enterprise Sales ?** As a Client Executive you will lead WWT sales ... Fortune 500 customers. Armed with the expertise of our sales engineering team, you'll build and nurture relationships with...for your customers. **What will you be doing?** The Client Executive will sell broad technical services, solutions, and… more
    World Wide Technology (08/08/25)
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  • Private Client Advisor

    KeyBank (Albany, NY)
    client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. + Develop a strong Center of ... to sell products and services to investment clients; evidence of strong sales results. + Strong client centric focus. + Proven ability to work as a collaborative… more
    KeyBank (08/13/25)
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