- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- City National Bank (New York, NY)
- …new Financial Advisor introductions while building their career in financial services sales and business development. As a dedicated and self-motivated ... SPECIALIST* WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an...and email campaigns with the goal of qualifying the advisor and introducing them to the local sales… more
- Citigroup (Smithtown, NY)
- …the US Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+ individuals), ... key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner...+ Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting… more
- JPMorgan Chase (New York, NY)
- …**Job Responsibilities:** + Lead, coach, and inspire a team of 14 PWA Sales Specialists, including Desk Manager , National Account, and Internal/External Client ... JP Morgan Asset Management. As a leading global asset manager , we oversee nearly $200 Billion in alternative assets...the PWA client teams, including national accounts and field sales (external & internal). This role is responsible for… more
- City National Bank (New York, NY)
- …and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials ... and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income...of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with… more
- JPMorgan Chase (New York, NY)
- …on products and services by utilizing the Internet, engaging with sales representatives, and reviewing industry publications, newspapers, and magazines. **Required ... experience in the travel industry as an Leisure Travel advisor , with proficiency in Sabre GDS. + Ability to...collaboratively within a team, under the direction of a manager . + Experience in arranging domestic and international travel… more
- City National Bank (New York, NY)
- *TEAM LEAD RENEWABLE ENERGY PROJECT FINANCE* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth ... and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales , referrals, cross sales … more
- BMO Financial Group (New York, NY)
- Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk ... maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of… more
- Bank of America (New York, NY)
- … sales team. + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues ... advisor experience. **Qualifications:** + 2-5+ years of general financial services experience + 2 plus years' experience in...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (New York, NY)
- … sales team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more