- Bank of America (New York, NY)
- …support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
- City National Bank (New York, NY)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU...new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare… more
- KeyBank (Niagara Falls, NY)
- …- Niagara Falls, New York 14301 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- JPMorgan Chase (New Hyde Park, NY)
- …crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers- Acquisition (BRM), Business Development Managers ... minimizing risk. **Job Responsibilities:** + Collaborates with Business Relationship Managers- Acquisition (BRMs) and Business Development Managers (BDMs) to drive… more
- City National Bank (New York, NY)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... sales and service practice. They will focus on acquisition of new relationships as well as retention and...needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities… more
- KeyBank (Batavia, NY)
- …Main St - Batavia, New York 14020 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank,… more
- KeyBank (Weedsport, NY)
- …achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides ... York 13166 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling… more
- Ricoh Americas Corporation (New York, NY)
- …The Principal Consultant, Inkjet - Commercial Print Market is a high-impact, sales -focused role responsible for driving revenue growth through strategic sales ... and professional services. This individual will be a trusted advisor and subject matter expert (SME) to clients in...The position demands deep knowledge of commercial print environments, sales acumen, and the ability to articulate and deliver… more
- Wolters Kluwer (Albany, NY)
- …**Vice President** **,** **Head of North America** to drive growth, lead the sales strategy, and expand market presence. This leader will be the catalyst for ... role that demands strategic vision, operational execution, and relentless focus on sales , customer success and market expansion. **This role can be based Remote,… more
- Santander US (New York, NY)
- …Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - Required. 7+ Years of ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our… more