- KeyBank (Syracuse, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- Wells Fargo (New York, NY)
- … investment banking; equity; and fixed income solutions including sales , trading, and research capabilities to corporate, commercial real estate, government, ... seeking a Lead Business Execution consultant in Corporate & Investment Banking (CIB), as part of the Chief Administrative...this role, you will:** + Act as a trusted advisor to Banking's leadership team, including the CAO and… more
- KeyBank (Tarrytown, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- Citigroup (New York, NY)
- …life which have significant financial implications. + Serve as a trusted advisor to clients and provide strategic advice regarding financial matters. + Maintain ... expressed by the client. + Help clients achieve broad financial/ investment goals related to the creation and management of...needs. + Set challenging goals, monito progress and adjust sales strategy to achieve objectives. + Plan and prioritize… more
- Wells Fargo (New York, NY)
- … investment banking; equity; and fixed income solutions including sales , trading, and research capabilities to corporate, commercial real estate, government, ... seeking a Lead Business Execution consultant in Corporate & Investment Banking (CIB), as part of the Chief Administrative...this role, you will:** + Act as a trusted advisor to Banking's leadership team, including the CAO and… more
- Neuberger Berman (New York, NY)
- …Analyst. This is a cross functional role that will support multiple Alternative Investment Teams. NB Alternatives is a rapidly growing group within Neuberger Berman ... commitments across our private equity fund of funds, secondary investments, co- investment , and direct investment areas, including alternative credit. This… more
- ServiceNow, Inc. (New York, NY)
- …you will serve as the central business unit liaison to global sales teams for ServiceNow's business-enabling functions-including HR, Legal, Finance, and back-office ... From" execution, and ensure alignment between business needs, risk considerations, and sales objectives. You'll play a pivotal role in improving GTM efficiency,… more
- KeyBank (Schenectady, NY)
- …identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or ... York 12304 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in... goals and building referral sources in insurance and investment products. (required) + Foundational knowledge of sales… more
- BlackRock (New York, NY)
- …sold to external clients and digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses, ... to identify and deliver new technologies and workflows to better enable sales of BlackRock investment products, including engagement with external distribution… more
- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more