- TD Bank (Melville, NY)
- …TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves ... I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will...+ May act as a subject matter expert to Sales Support team + Coordinates with relationship mangers to… more
- TD Bank (Flushing, NY)
- …a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need ... new & existing clients are provided with a MA Planning Experience + Effectively implement a process to ensure...model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more
- CDM Smith (Poughkeepsie, NY)
- …as necessary to meet client requirements, including: HVAC systems master planning & studies; HVAC & Plumbing systems; mechanical systems (co-generation); centralized ... for sustainability/energy efficiency/renewable energy/green buildings focused projects. - Collaborate with sales staff to create proposals in response to current and… more
- Atria Wealth Solutions (Corning, NY)
- …keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives ... relationship center professionals and identified credit union leaders regarding sales practices and business development initiatives. Work with Relationship Center… more
- TD Bank (New York, NY)
- …areas of the audit. The Senior Auditor participates in some aspects of planning of audits and may lead less complex audits/projects. They independently assess ... with established standards ensuring completion. + Develop/contribute to the audit planning process for specific audits, ensuring appropriate programs and risk… more
- Compass Group, North America (New York, NY)
- …We are seeking a passionate, polished, dynamic, and experienced Director of Event&Catering Planning to lead a team of event planners to produce successful events and ... at our technology partner's campus. In this role you will lead event planning , creative development, catering, and execution of all on-site events. Our client is… more
- Compass Group, North America (Rochester, NY)
- …or topics of concern. + Site visits are expected to include an advance planning call with involved operations team leaders, follow a prescribed plan and agenda while ... culinary specialty team's approach to the new business opening planning and launch activities. Client retention is also a...course to internal teams to participating in new business sales presentations and internal client and board leadership. +… more
- Acxiom (Albany, NY)
- …Adobe Experience Platform (AEP) Integrations Developer to lead the planning , design, and development of enterprise-grade integrations between Adobe Experience ... that guide execution and measure impact. + Architecture and Planning : + From strategy and planning , lead...Experience with other tag management systems (eg, Google Tag Manager , Tealium). + Knowledge of other Adobe Experience Cloud… more
- S&P Global (New York, NY)
- …Effectively communicate with all stakeholders including regular progress and updates to your manager , peers and leads. **Who you are:** + 2+ years of software ... can transform data, revealing key customer insights to accurately predict automotive sales . Through its proprietary automated sales and marketing platform,… more
- NBT Bank (Hobart, NY)
- …experience in related banking positions preferred + Previous customer service, sales and consumer lending experience preferred Skills and Abilities: + Proficient ... required at the discretion of the Branch and Market Manager . + 45% Provides a consultative customer service approach...ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and potential customers… more