• Licensed Private Client Banker

    KeyBank (Liberty, NY)
    …products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business ... + Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.… more
    KeyBank (07/12/25)
    - Related Jobs

  • Private Client Advisor

    KeyBank (Brewster, NY)
    …$50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets ... as banking related, and referring accordingly. + Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based… more
    KeyBank (06/12/25)
    - Related Jobs

  • Account Executive

    Veritext Legal Solutions (New York, NY)
    …developing new relationships with law firms and attorneys to drive revenue and meaningful sales growth to exceed your sales goals. This position is fully remote ... that are beneficial to all parties + Track all sales -related activities such as daily call reports, weekly work...fashion + Skilled presenter able to demonstrate in a practical , user-friendly style to promote Veritext's products and services… more
    Veritext Legal Solutions (07/18/25)
    - Related Jobs

  • Associate Private Client Advisor

    KeyBank (Pearl River, NY)
    …client management, service delivery and other resources in order to maximize needs- based sales production. + Be an active member of the Branch team. + Assist ... Private Client Advisor in engaging licensed and non- licensed Branch personnel to...to help develop full relationships. + Utilizing a consultative sales process and assessment tools where appropriate, provide comprehensive,… more
    KeyBank (07/08/25)
    - Related Jobs

  • Associate Private Client Advisor

    KeyBank (Mahopac, NY)
    …client management, service delivery and other resources in order to maximize needs- based sales production. + Be an active member of the Branch team. + Assist ... Private Client Advisor in engaging licensed and non- licensed Branch personnel to...to help develop full relationships. + Utilizing a consultative sales process and assessment tools where appropriate, provide comprehensive,… more
    KeyBank (06/12/25)
    - Related Jobs

  • Deloitte Corporate Finance - Business Development…

    Deloitte (New York, NY)
    …journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or ... lasting impact. Are you looking to capitalize on your sales skills in a dynamic, fast paced, corporate finance...and 63 licenses in 60 days, if not already licensed + CRM knowledge + Must be legally authorized… more
    Deloitte (07/23/25)
    - Related Jobs

  • Corporate Tax Manager - Methods, Credits…

    Grant Thornton (Melville, NY)
    …Tax Credit practice you'll navigate R&D tax credit complexity and provide insightful, practical tax advice for your clients- all with the resources, environment and ... and supervise R&D projects, research tax issues, conduct fieldwork, and participate in sales and marketing efforts because together is how we succeed. From day one,… more
    Grant Thornton (07/12/25)
    - Related Jobs

  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing ... (preferred) **Experience Qualifications** + Minimum of 7 years of demonstrated sales and business development experience with proven results required **Licenses and… more
    KeyBank (07/18/25)
    - Related Jobs