- Bank of America (White Plains, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks.… more
- US Bank (New York, NY)
- …sales tools and capabilities and serving more clients' operational needs. As a key advisor to the Head of Institutional Client Group, this leader will play a pivotal ... client conversion. + Partner with credit, product, marketing, and relationship management teams to align business development efforts with...& Integrated Client Sales** + Serve as a key advisor to the Head of ICG, contributing to enterprise-wide… more
- JPMorgan Chase (New York, NY)
- …Onboarding & Account Opening** team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new investment accounts ... Management. Across web, mobile and internal platforms, for both self-directed and advisor -driven relationships, the AO team delivers solutions that are delightful to… more
- AON (New York, NY)
- …In addition, you will be responsible for managing the on-going consulting relationship with a large insurance company. You will be leading complex consultative ... to provide sophisticated projects + Demonstrated experience in building trusted advisor relationships within an advisory business in relevant (re)insurance markets,… more
- Bank of America (New York, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management.TheWealth ManagementSpecialistprovidesquality clientserviceandeffectiveandefficientoperations support. He or shemay provideadvice… more
- Anywhere Real Estate (Buffalo, NY)
- …forums to maintain an active presence in the real estate community. Relationship Management + Build and maintain strong, long-term relationships with brokers, ... competitor activity, and shifts in seller motivation. + Serve as a trusted advisor , educating potential sellers on Anywhere's value proposition and deal process. +… more
- Citizens (Albany, NY)
- …coordinate and identify new prospects and calling plans by partnering with Relationship Managers and effectively evaluating client portfolios. + Deliver the full ... effective calling activities. + Maximize customer opportunity by building total relationship and cross-sell to other lines of business. Accountable for generating… more
- City National Bank (New York, NY)
- …ENERGY PROJECT FINANCE* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of ... cross sales and retention efforts of the Specialty Banking Relationship Managers. Develops business opportunities by being active in...feels informed at all times. Perception as a trusted advisor by both the staff and the client. *… more
- Independent Health (Buffalo, NY)
- …cultivate a robust pipeline of business opportunities through connections and relationship building with key market stakeholders such as brokers, consultants, third ... PBD's sales efforts. The position will demand a proactive approach to relationship management, with a focus on consulting with stakeholders to accomplish business… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... regarding compliance with employment laws + Serve as a partner and advisor on employment contracts, claims of discrimination, and employment-related arbitration +… more
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