- Wells Fargo (New York, NY)
- …this role:** Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager supporting the Brooklyn Market. Learn more about the career areas and ... by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing… more
- JPMorgan Chase (New York, NY)
- …wealth management services, empowering individuals, families, and foundations to achieve their financial aspirations. As a Supervisory Manager in Chase Wealth ... managing client assets worth $4 trillion. As a Supervisory Manager , you will be at the forefront of guiding...you will be at the forefront of guiding our Financial Advisors, ensuring adherence to regulatory obligations and managing… more
- Wolters Kluwer (Albany, NY)
- …understanding of CPA firms--specifically in the Audit space. You will report to the Manager , Field Sales Specialty - Tax & Accounting North America. **What ... dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering… more
- Wells Fargo (New York, NY)
- …+ 3+ years of experience with the Salesforce ecosystem and related products - Sales , Service, Financial Service, Marketing Cloud, etc. + 3+ years of experience ... (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to...Client Associates. Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Group to define… more
- KeyBank (Rochester, NY)
- …in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance ... York 14626 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team… more
- Bank of America (New York, NY)
- Alternative Investments Internal Sales Specialist New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Alternative-Investments-Internal- Sales -Specialist\_25032719) **Job Description:** At Bank of America, we are… more
- ADP (Melville, NY)
- …**.** You can work independently, as well as collaborate with other ADP Sales Associates. + **Trusted Advisor ** **.** You build relationships, live integrity, ... ADP is hiring a ** Sales Representative for Retirement Services** . + **_Are...Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are… more
- PNC (New York, NY)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Commercial Banking provides financial services, both in and ... Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business… more
- The Estee Lauder Companies (New York, NY)
- …and communicate seasonal retailer packets. + Assist with ad hoc reporting and sales planning documents. Core Competencies: + Strong financial and analytical ... Qualifications: + College degree required + 5+ years of experience specifically in financial planning or working with stock & sales plans + Strong… more
- Neuberger Berman (New York, NY)
- …looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on ... Advisor and Client solutions. This role requires exceptional communication,...Calculations, Fund Structures, etc.). + A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle management.… more