- SMBC (New York, NY)
- …generate new sales opportunities, etc. Communicate aviation financing strategy and product features and benefits to prospects. **Role Objectives: Delivery** Schedule ... variety of forums (ie, corporate, off-sites, conferences, etc.) to maintain advisor rapport / relationships, generate new sales opportunities, cross-sell and… more
- Cardinal Health (Albany, NY)
- …acute hospital setting to hospital customers. Our reps are viewed as a trusted advisor to their customers. This role not only requires an understanding of the ... Region Sales Director, Specialty Medical Products. Our Specialty Medical Product portfolio consists of Pneumatic Compression, Nutritional Delivery, Electrocardiography,… more
- Wellington (New York, NY)
- …systems to deliver actionable insights to sales teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track ... the ability to partner closely with technology, finance, sales, marketing and Client & Product Strategy functions...technology, finance, sales, marketing and Client & Product Strategy functions to execute initiatives. They ensure alignment… more
- Lenovo (NY)
- …needs, market trends, and sales objectives. + Collaborate with sales and marketing teams to understand customer requirements and translate them into innovative ... product features and solutions. + Act as a trusted technical advisor to key customers, providing insights and recommendations that drive value and strengthen… more
- M&T Bank (Buffalo, NY)
- …& Analytics team. In this high-impact role, you'll serve as a trusted advisor to product leaders across our consumer lending portfolio-including credit cards, ... decisions. + **Strategic Analysis & Insights:** Conduct deep-dive analyses on product performance, marketing campaign effectiveness, and customer behavior.… more
- Bank of America (New York, NY)
- …+ Risk Management + Causation Analysis + Client Management + Market Analysis + Product Marketing and Branding + Relationship Building + Negotiation + Networking ... team. + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues between… more
- Paychex (Queens County, NY)
- …and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure ... utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new… more
- Citigroup (New York, NY)
- …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... and analyses to support business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds,… more
- JPMorgan Chase (New York, NY)
- …The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing , and ... operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship… more
- SHI (Albany, NY)
- …to ensure a unified approach to service delivery and client engagement + Work with product and marketing teams to stay informed about the latest features and ... and client engagements. The ideal candidate will act as a trusted advisor to clients and internal stakeholders, shaping solutions that maximize value across… more