- Steer (New York, NY)
- …capabilities, supporting investors, lenders, and concessionaires in financing and acquisition decisions. Alongside our existing leaders, this senior role will ... in the market; Collaborate with internal leadership to implement strategic planning, sales , and marketing initiatives. Lead the TDD Market Technical Due Diligence… more
- Menlo Ventures (New York, NY)
- …as Customer Acquisition Cost (CAC), quota attainment, pipeline velocity, and sales cycle length. Provide financial modeling and due diligence for strategic ... Sales Finance will serve as the key strategic financial partner to the Chief Revenue Officer (CRO) and...reporting. Business Partnership & Leadership: Act as the primary financial advisor and trusted business partner to… more
- Marsh, Berry & Company, Inc (New York, NY)
- …Our services include but are not limited to financial , operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information ... President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting… more
- Marsh, Berry & Company, Inc (New York, NY)
- …Our services include but are not limited to financial , operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information ... President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting… more
- Edge Case Research, Inc (New York, NY)
- …the firm manages the entire development lifecycle, including land acquisition , community engagement, financing, design, construction management, and asset ... Position BFC Partners is seeking a skilled and seasoned financial professional to become its next Vice President of...Management team, the VP/CAO will act as a trusted advisor to the Partners and executive management team on… more
- Marsh, Berry & Company, Inc (New York, NY)
- …Our services include but are not limited to financial , operational, sales management, merger and acquisition advisory, peer‑to‑peer exchange and information ... execution. Serve as client‑facing lead on M&A engagements and financial consulting projects of all sizes and complexity, developing...solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help… more
- Tompkins Community Bank (Pittsford, NY)
- Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. This ... of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will create and deliver comprehensive wealth plans and coordinated… more
- M&T Bank (New York, NY)
- …None. **Education and Experience Required:** Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a ... **Overview:** Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... coordinated financial strategies aligned with each client's goals and values....goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and… more
- M&T Bank (Hauppauge, NY)
- …the Bank. **Education and Experience Required:** Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a ... **Overview:** Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book… more
