- Citigroup (New York, NY)
- …+ Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek ... strategic advice regarding financial matters. + Build relationships with client families that...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- BlackRock (New York, NY)
- …internal stakeholders. + Maintain detailed pipeline tracking and CRM hygiene to support sales forecasting and reporting . + Partner with RI leadership to shape ... BlackRock Retail Insurance** BlackRock's Retail Insurance Group, part of the Financial Institutions Group (FIG), partners with insurance companies offering Variable… more
- ITW (Albany, NY)
- …lead and grow relationships with key **3-step national distribution partners** across the US Reporting to the Director of Sales , this strategic role will serve ... fostering trust and long-term loyalty. + Coordinate internal resources including sales , marketing, product management, technical support, and operations to ensure… more
- Lumen (Albany, NY)
- …Lead Analyst** is the team's **catalyst for strategic change and innovation** . Reporting to the Senior Director of Long Range Planning, this role focuses on ... strategy into actionable programs and new initiatives that drive growth in sales and revenue. The Senior Manager identifies, scopes, and helps execute high-impact… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...end of lease process, and keeping accurate records and reporting . The AM &LR Specialist will work closely with… more
- NBT Bank (Albany, NY)
- …Investors. Tracking and loan package administration for all Investor related loan sales and purchases of CRA wholesale Loans. Provide additional documentation to ... 25% Prepare and maintain documents for Secondary Market Loan Sales , such as Freddie/Fannie Mae, including compiling and assuring...from reports that do not meet established criteria. Monitor reporting metrics to guarantee all sold loans are closed… more
- Citigroup (New York, NY)
- …the team. + Coach and guide team members and help them develop and share sales ideas across their and the wider team. + Co-ordinate client calling and prospecting ... in a client's life and business, which have significant financial implications. + Serve as a trusted advisor to...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Bank of America (New York, NY)
- …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 ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- JPMorgan Chase (New York, NY)
- …client needs and building impactful marketing strategies strongly aligned with our sales teams. This pivotal role offers the opportunity to lead impactful marketing ... + Lead large-scale, cross-segment marketing initiatives in collaboration with Marketing, Sales , and other teams. + Develop and manage digital client journeys… more
- Thorntons LLC (Bayside, NY)
- …food and beverage offerings in a food safe environment, and improving financial performance year-over-year through the Plan to Win Strategy and demonstration of ... procedure is followed relating to safety, accidents, and incidents including reporting , investigations, and documentation *Create a place of welcoming and belonging… more