• Managing Director - Insurance / Private Equity…

    AON (New York, NY)
    …insurance industry and with a particular focus on Private Equity and other financial sponsors in the insurance vertical. This unique opportunity is a crucial part ... relationship with a large insurance company. You will be leading complex consultative sales and delivering a range of advisory services to clients, leading project… more
    AON (07/28/25)
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  • Senior Lead Commercial Banking Relationship…

    Wells Fargo (New York, NY)
    …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more
    Wells Fargo (08/02/25)
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  • High Net Worth Specialist

    Guardian Life (New York, NY)
    …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... solutions to help them achieve financial well-being. The High Net Worth Specialist plays a...is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are**… more
    Guardian Life (08/01/25)
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  • Head of Retirement Plan Services

    Guardian Life (New York, NY)
    …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's...trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards… more
    Guardian Life (06/13/25)
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  • Relationship Manager Senior

    City National Bank (Melville, NY)
    …business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...the economic environment and its impact on clients. * Personal & Business Financials - review financial more
    City National Bank (08/07/25)
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  • CSI Investment Assistant II

    Citizens (Rochester, NY)
    …7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
    Citizens (07/20/25)
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  • Licensed Private Client Banker

    KeyBank (Cortlandt Manor, NY)
    …as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients + Opening personal and business ... York 10567 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and… more
    KeyBank (08/09/25)
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  • Revenue & GTM Operations Lead

    NASCO (Albany, NY)
    …strategy. This senior individual contributor will act as a trusted advisor to the Chief Commercial Officer, supporting decision-making with thoughtful analysis ... and scalable programs. You'll partner with Sales , Marketing, Product, and Customer Success to foster a...commuting, work clothing, and increased time to spend on personal activities. Our full benefit package is designed to… more
    NASCO (07/22/25)
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  • Relationship Manager II - C&IB

    PNC (New York, NY)
    …Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business ... be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch...and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. You will… more
    PNC (07/29/25)
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  • Broker District Manager

    ADP (Latham, NY)
    ADP is hiring a **H-B Broker Channel Sales Representative** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + ... with 50 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products...thrive under pressure, and bounce back quickly. + **Trusted Advisor ** **.** You build relationships, live integrity, and deliver… more
    ADP (08/08/25)
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