- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project ... market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700... and trading. BMO Capital Markets has over 2,700 professionals in 33 locations around the world, including 20… more
- Tompkins Community Bank (Mount Kisco, NY)
- …a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to deliver holistic client experience. The incumbent ... maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client's goals and values. This… more
- Guardian Life (New York, NY)
- …admission required + Strong record of relevant experience and progressing responsibility at an insurance or other financial services firm, an insurance or ... helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being,… more
- CoStar Realty Information, Inc. (NY)
- …empowers you to build relationships, engage new clients, and oversee the entire sales process from start to finish. **Key Responsibilities** + **Sell New Business:** ... expertise in CoStar's products and the commercial real estate market. + **End-to-End Sales Process:** Leverage your expertise through the full sales cycle,… more
- M&T Bank (Rochester, NY)
- …utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals. Identify financial needs of customers and present all ... during Branch Team meetings. + Coach branch team on quality referral and sales generation (based on Insurance licensing designations) to support sales… more
- WTW (New York, NY)
- …delivery of effective sales strategies and reputation as a client-centric sales professional + Comprehensive working knowledge of principles and methods of ... sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management… more
- Capgemini (New York, NY)
- …strategy and customer 360 initiatives. * Understanding of industry-specific CRM models (eg, Financial Services Cloud, Sales Cloud, Service Cloud, D365 & Power ... of enterprise-grade CRM solutions across platforms such as Salesforce ( Sales /Service/Experience Cloud), Microsoft Dynamics 365 * Translate business goals into… more
- TD Bank (New York, NY)
- …collectively known as TD Bank Group (TD). TD offers a full range of financial products and services more than 25 million customers worldwide through three key ... (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance + **U.S. Retail** including TD Bank, America's Most...2018. TD also ranks among the world's leading online financial services firms, with more than 12 million active… more
- Robert Half Finance & Accounting (Fishkill, NY)
- … professionals , including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in ... York. The ideal candidate will play a critical role in analyzing financial data, preparing accurate reports, and ensuring compliance with accounting standards. This… more
- AIG (New York, NY)
- …to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you ... of the team. AIG underwriting teams help to find insurance solutions in areas including Financial Lines,...to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to… more