- Citigroup (Smithtown, NY)
- …the US Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+ individuals), ... those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve our clients more… more
- Wells Fargo (New York, NY)
- …wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales , service, and ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Danaher Corporation (Albany, NY)
- …customer opportunities within your territory. Collaborating cross-functionally with Sales Specialists, Health Systems Executives, Service, Finance, Marketing, and ... execution and sustained customer success. This role demands strong business insight, financial acumen, and the ability to lead through influence across a matrixed… more
- Guardian Life (New York, NY)
- …helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, ... complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate… more
- Guardian Life (New York, NY)
- …helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, ... retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters....in retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's… more
- Citigroup (New York, NY)
- …individual who will support our Business Intelligence team in the area of Sales Advisor Performance Reporting and Insights This position under Citi Global ... Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation,… more
- KeyBank (Dewitt, NY)
- …Qualifications** + Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and ... York 13214 **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
- Citigroup (New York, NY)
- …Client Relationship Management** + Serve as the primary liaison and trusted advisor for a portfolio of Depositary Receipt issuer clients (corporations, market ... dynamics. + Collaborate with internal teams (operations, legal, compliance, finance, sales , marketing) to ensure seamless service delivery and execution of client… 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 ... in the right SKUS in the right doors. Primary advisor to Account Lead, helping inform overall account strategy...degree required + 5+ years of experience specifically in financial planning or working with stock & sales… more
- Excellus BlueCross BlueShield (Dewitt, NY)
- …motivated and goal oriented with five (5) or more years of experience in sales . Health insurance sales and/or industry experience beneficial. * Working ... but is not limited to acting as a strategic advisor to support clients in the decision-making process relative...track record of seven (7) or more years in sales . Health insurance sales and/or… more