- Bank of America (New York, NY)
- …* Financial Forecasting and Modeling * Pipeline Management * Sales Performance Management * Sales Strategy **Minimum Education Requirement:** High ... are guided by a common purpose to help make financial lives better through the power of every connection....the flawless delivery of these solutions through a high-touch advisor /client experience. The primary mission of the Credit Product… more
- The Estee Lauder Companies (New York, NY)
- …The Ordinary and NIOD, and BALMAIN Beauty. **Description** Strong business manager with extensive experience developing account category strategies, sell⁃through and ... sell⁃in forecasts, negotiating stock & sales plans, delivering gross shipments, and managing key metrics...in the right SKUS in the right doors. Primary advisor to Account Lead, helping inform overall account strategy… more
- Neuberger Berman (New York, NY)
- …Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and ... Wealth CRM Administrator will be part of a broader Sales Enablement team, responsible for improving the sales...+ 3+ years' experience with Salesforce Administration; experience with Financial Services Cloud a plus + Experience within Asset… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Manage daily onboarding requests for all divisions of Mizuho + End to end onboarding ... codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary...part of the recruitment process . Company Overview Mizuho Financial Group, Inc. is the 15th largest bank in… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....of proven client service/support or related experience in the financial services industry. + An undergraduate degree and Series… more
- JPMorgan Chase (New York, NY)
- …solutions with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for ... to generate actionable ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams' chats to provide… more
- IBM (New York, NY)
- …as a strategic asset to their broader Finance & Supply Chain Transformation journey. Sales Support and Delivery As trusted business advisor and lead, you will ... when it comes to cutting-edge solutions for customers embarking on their financial and digital transformation journey. We recruit candidates who are Smart, Driven,… more
- Xerox (Albany, NY)
- …Friday, June 27, 2025 Working time Full-time Ref# 20036049 Job Level Manager without Direct Reports Job Type Experienced Job Field PROFESSIONAL SERVICES Seniority ... industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive success… more
- KeyBank (Copake, NY)
- …Route 7A - Copake, New York 12516 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As a ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...to stay current on offerings + Support the Branch Manager in onboarding and training of new Tellers to… more
- BMO Financial Group (New York, NY)
- …as required. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... execution of strategic initiatives to deliver on business and financial goals. + Conducts independent analysis and assessment to...procedures. + Provides credit risk coaching and advice to sales & service employees to increase awareness of risk,… more