- Trinity Health (Niskayuna, NY)
- …new leads and from existing prospects and walk-in tours + Respond to digital /online requests for information immediately or within 4 hours or less/other requests for ... in collaboration with other team members and in accordance with scheduled sales/ campaign opportunities + Obtain a network of related professional resources including… more
- Citigroup (New York, NY)
- …analysis, data informed sales and client engagement and regulatory items + Partner with digital and specialist teams to focus on product alignment and identify ... investment opportunities for Citi Wealth clients including investment campaign traction **Qualifications:** + Minimum of 10 years of experience in markets,… more