- Bank of America (Katonah, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes… more
- BMO Financial Group (New York, NY)
- …the Financial Institutions Group (FIG), focusing on delivering innovative and client -centric solutions in cash management, corporate cards, and liquidity. This role ... product and service teams to ensure timely and effective solution delivery. ** Client & Relationship Management** + Provide exemplary client coverage, fostering… more
- Oracle (Albany, NY)
- …Recommends and justifies enhancements to Oracle products to meet the most complex client needs. + Grows and shares knowledge of competitive and partner products, ... resourcing requirements and consultant performance + Manage accounts for client satisfaction, revenue growth and reference generation **Engagement Management:** +… more
- Bank of America (New York, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes… more
- KeyBank (Tarrytown, NY)
- …on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with ... effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing… more
- JPMorgan Chase (Brooklyn, NY)
- …Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client ... the regulatory, legal, and risk management frameworks unique to these client segments. **Job responsibilities** + Build collaborative internal and external… more
- BMO Financial Group (New York, NY)
- …platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. Key Responsibilities: + ... pitch books for clients with respect to financial solutions and participates in client presentations + Monitors client , client industry, and regulatory… more
- Citigroup (New York, NY)
- …Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, ... on Investments + Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals to… more
- Acxiom (Albany, NY)
- …Team, combining deep industry expertise and compelling strategies to shape each client 's path to growth. By interpreting market signals, regulatory changes, and ... evolving consumer trends, they uncover white-space opportunities that address client needs and deliver measurable impact. As a centralized point of contact for our… more
- Citigroup (New York, NY)
- …Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more