- TD Bank (Ossining, NY)
- …and annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ... clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more
- Bloomberg (New York, NY)
- …Analyst (FXGO), Enterprise Services, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045382 **Description & Requirements** ... with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship… more
- TD Bank (West Babylon, NY)
- …and annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ... 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
- CVS Health (Albany, NY)
- …requirements, ensuring timely and accurate revenue recognition and forecasting data. + Support sales teams in evaluating deal scenarios, contract terms, and ... plan, PBM, or healthcare industry. + Demonstrated experience managing direct client relationships, including sales presentations, negotiations, and contract… more
- PNC (New York, NY)
- …to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, Identifying Sales ... critical member of the team leading a journey to support and sustain PNC's strategic growth. You will be...Agent, and Shareholder Representative services. You will define the sales strategy, drive revenue growth, and lead business development… more
- Actalent (New York, NY)
- …to make sales calls, craft outreach messages, and nurture early-stage client relationships. + Assist in preparing proposals, presentations, and client ... Participate in sales meetings, deal strategy sessions, and pipeline reviews. + Shadow sales professionals on client calls or visits to understand the full … more
- Optiv (New York, NY)
- …delivery standards within the Network & Edge Security and SASE practice. + Support pre- sales and go-to-market initiatives, collaborating with Practice Managers, ... Experience in consulting engagement oversight, including risk management, quality assurance, and client outcome ownership. + Experience in pre- sales and post-… more
- Bank of America (Brooklyn, NY)
- …**Responsibilities:** + Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk + Identifies ... base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources.… more
- Neuberger Berman (New York, NY)
- …help with content and other potential issues. **Responsibilities:** + Support sales teams with SMA transition analysis requests, client meetings and ... and both internal and external constituents on product-specific matters, including providing analytical support for client needs. The individual also acts as a… more
- KeyBank (Guilderland, NY)
- … client confidence in their finances. The Personal Banker is a client first, sales -driven, self-motivated, and competitive individual. Strong and effective ... risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations including assisting… more