- Bank of America (New York, NY)
- …internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Freeport, NY)
- …in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- KeyBank (Tarrytown, NY)
- …review and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or ... The Relationship Manager is at the center of this client promise acting as the primary client ...**Experience Qualifications** + Minimum of 7 years of demonstrated sales and business development experience with proven results required… more
- Motion Recruitment Partners (Albany, NY)
- …expectations into actionable tasks for internal teams. **Account Management & Consultative Sales ** + Understand the client 's evolving security needs and ... serves as the primary point of contact and trusted advisor for assigned client programs. This role blends program management, account management, and consultative … more
- City National Bank (New York, NY)
- …meetings * Print and bind client presentations * Develop relationships with sales investment consultants * Perform clerical and support takes * Maintain ... *PORTFOLIO DESIGN ANALYST* WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth… more
- Citigroup (New York, NY)
- …investment and lending opportunities. This individual will also work closely with Sales leadership to help identify client engagement opportunities to progress ... exceptional relationship management, communication and influencing skills, and strong sales experience. **Key Responsibilities:** + Client Engagement -… more
- 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 coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Take...expertise to act as an authority to align the client 's sales process with their organization's … more
- Amentum (Albany, NY)
- …opportunities while managing and growing existing accounts. Role requires a strategic sales approach, strong client relationship management skills, and a ... Business Development Lead is a key member of the sales team, responsible for identifying and acquiring new business...business relationships with current and potential clients + Understands client needs and offers solutions and support ;… more
- Scotiabank (New York, NY)
- …plans, business line plans, and product category specific business plans to support sales and drive business growth + Proactively identifying and ... bring in new clients to the Bank, deepen existing client relationships and improve client experience +...Product Owners, Product Managers, Cross-team partners, Sales , Sales Effectiveness, Pricing and other support functions… more
- Comcast (New York, NY)
- …productivity, client experience, and business outcomes. + Partner closely with Sales leadership to support upsell and renewal strategies, ensuring seamless ... sellers to transact across all screens, data types, and sales channels. As a global company, we have offices...This leader will play a critical role in driving client success, operational excellence, and revenue growth for FreeWheel's… more