- KeyBank (Tarrytown, NY)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- Nuveen Investments (White Plains, NY)
- …plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory ... financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment,… more
- JPMorgan Chase (New York, NY)
- The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important ... success. + Implement features that enhance data-driven insights for Sales and Research. + Proactively identify and mitigate risks...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- BlackRock (New York, NY)
- …core to our strategy to advance our firm. We believe it will transform the investment process and is critical to BlackRock staying competitive. This team will sit at ... for our clients. As the product manager for Client Sales and Servicing, your chief responsibility will be setting...the product. Lead user research and actively engage with investment community to acquire feedback that influences product roadmap… more
- JPMorgan Chase (New York, NY)
- …us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity in ... in the portfolio. You will be supporting assigned Bankers with sales and relationship management activities (marketing, execution and general client requests).… more
- Citigroup (New York, NY)
- …the team. + Coach and guide team members and help them develop and share sales ideas across their and the wider team. + Co-ordinate client calling and prospecting ... the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Trane Technologies (Rochester, NY)
- …will be the primary driver for our financially and sustainability driven solution- sales opportunities. You will be responsible for identifying and qualifying new ... Case(s) + Convert leads into opportunities by assigning the appropriate sales process, identifying the required project team members, making assignments, and… more
- Oracle (Albany, NY)
- …to learn more about Oracle NetSuite! #lifeatNetSuite We are seeking Sales Account Executives with a successful background selling software. You'll sell ... with focus only on net new logos. + Manage sales through prospecting, lead qualification, forecasting, resource allocation, account...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- Oracle (Albany, NY)
- …closing high-value deals by leading matrixed pursuit teams and collaborating with software sales executives. You will develop and manage a comprehensive sales ... pipeline, closing deals, developing deep relationships with Oracle software sales , and ensuring successful software implementations. **Responsibilities** **Key Responsibilities:**… more
- Abbott (Hauppauge, NY)
- …career you dream of + Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings plan with high employer ... execute our CRM strategy within an assigned territory to achieve sales volume, market penetration, and profitability goals. **_Territory Managers_** will coordinate… more