- KeyBank (Dewitt, NY)
- …identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or ... influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals . (required) + Working knowledge of PCs (MS Windows and… more
- Citigroup (New York, NY)
- …adherence to our risk management process. + Sales Material - Work with Financial Planning and Insurance Product to develop and enhance internal and external ... preferred + FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner...sales management. + Strong knowledge of trust principles, financial planning concepts and insurance product positioning… more
- JPMorgan Chase (New York, NY)
- … and retention while gaining broad exposure to asset classes and investment professionals throughout the firm. + Work with financial advisors and investment ... knowledge in a rotational program that includes roles in Funds Management, Institutional Sales , and Marketing within our Asset Management Client Teams. As a 2026… more
- Citigroup (New York, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more… more
- Wells Fargo (Purchase, NY)
- …as part of Wells Fargo Advisors. This role is part of the National Sales organization and is designed for a driven, strategic, and results-oriented professional . ... be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence...Group and FiNet channels to drive product and platform sales . Learn more about our career areas and lines… more
- Marriott (New York, NY)
- …aspects of the operation, including guest and employee satisfaction, human resources, financial performance, sales and revenue generation and delivering a return ... individual professional development. The position verifies that The Ritz-Carlton sales engines are leveraged and initiates independent and proactive sales … more
- Amgen (Buffalo, NY)
- …all different, yet we all use our unique contributions to serve patients. The sales professional we seek is a motivated individual with these qualifications. ... by providing clinical knowledge of our products to medical professionals and helping them navigate the complex payer environment....appropriate utilization of the products + Perform as a sales leader to achieve territory sales by… more
- Amgen (New York, NY)
- …all different, yet we all use our unique contributions to serve patients. The sales professional we seek is a motivated individual with these qualifications. ... by providing clinical knowledge of our products to medical professionals and helping them navigate the complex payer environment....appropriate utilization of the products + Perform as a sales leader to achieve territory sales by… more
- Wells Fargo (New York, NY)
- …goals. + Proven success supporting Financial Advisors and Wealth Management professionals , particularly in consultative and sales support roles. + Strong ... in lending and banking solutions. The Lending Director will work closely with Financial Advisors, Market Sales Managers, and local leadership to drive adoption… more
- Truist (New York, NY)
- …solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected ... sector and/or financial products 4. Advanced skills in financial analytical, sales , presentation, client relationship management, organizing, leadership… more