- KeyBank (Tarrytown, NY)
- …the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director , Wealth Consultant, Regional Planning Strategist, and Relationship ... New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with...responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry… more
- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a "wall straddler"… more
- Broadview FCU (Albany, NY)
- …of client appreciation events. Act as a liaison between Broadview Wealth Management and Broadview's Marketing team. Essential Job Functions/Responsibilities: ... Matter Expert (SME) and developer of the client relationship management model. Lead the following initiatives for BWM: CRM,...for staff. + Serve as the liaison between the Director , Advisory Sales and Director ,… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director , Global Sales Execution, Global Transaction...Data Analysis and Reporting tools, leveraging our Client Relationship Management systems (Salesforce/C360) and in close coordination with all… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director , Equity Sales Trader; Global Banking... Director , Equity Sales Trader; Global Banking & Markets; New York,...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Citigroup (New York, NY)
- …Debt, Restructuring, Structured Finance, M&A, Project Finance and Loans. Responsibilities: Senior Sales Director for Agency & Trust Corporate Debt / Specialized ... Securities Services, Trade & Treasury Services, the Citi Commercial Bank and Global Wealth Management ) Ability to leverage existing contacts network and prospect… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our mission is to serve as a trusted ... **North America Digital Commerce Sales , Director ** Citi Treasury & Trade...into actual sales revenue. + Meeting all Sales Management goals tied to pipeline … more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director , Canadian Equity Sales , US **Requisition...+ Ability to multitask, excellent problem resolution and time management skills. + Ability to respond to enquiries quickly… more
- S&P Global (NY)
- **About the Role:** **Grade Level (for internal use):** 13 **About the Role: KYP3 Sales Specialist** **The Team:** This is a sales position within the Markit ... position will report into the of Global Head of Sales Our EI business bring greater transparency to financial...will work closely with Commercial, Product, Client Services, Account Management and Marketing to drive initiatives and campaigns. +… more
- EPAM Systems (New York, NY)
- …problems. Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this ... the perfect opportunity to join EPAM as a **Senior Director , Account Management (Financial Services)** . Scroll...one or more of the following areas: retail banking, wealth management , asset management , or… more