- JPMorgan Chase (New York, NY)
- …Morgan's vast network and resources to establish the firm as a strategic advisor . Your role will involve interfacing across the Global Banking franchise, including ... + Work closely with the financial planning and analytics function, sales & business enablement, and marketing **Required qualifications, capabilities, and skills**… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- Microsoft Corporation (New York, NY)
- …high-value customers to deepen relationships and identify, qualify, and accelerate sales opportunities. Defines overarching strategy for regional teams on whitespace ... insights. Provides strategic oversight for regional territory analysis and guides sales initiatives that address complex customer business priorities and outcomes,… more
- Citigroup (Smithtown, NY)
- …the market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as ... of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + Demonstrated… more
- City National Bank (New York, NY)
- …new advisors through outbound calling and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team to close new ... to build your career in an entrepreneurial environment and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager , is… more
- NTT America, Inc. (Albany, NY)
- …skillset to the project. This position works closely with the project manager , engagement director and consultants to design and evaluate feasibility of proposed ... client and project needs*_** **Duties and Responsibilities:** **A. Services Sales /Presales support** + 1st call credibility + Support of...of follow up and documentation of results + Trusted advisor to the project team (NTT Data Business Solutions… more
- JPMorgan Chase (New York, NY)
- …**Job Responsibilities:** + Lead, coach, and inspire a team of 14 PWA Sales Specialists, including Desk Manager , National Account, and Internal/External Client ... JP Morgan Asset Management. As a leading global asset manager , we oversee nearly $200 Billion in alternative assets...the PWA client teams, including national accounts and field sales (external & internal). This role is responsible for… more
- City National Bank (New York, NY)
- *TEAM LEAD RENEWABLE ENERGY PROJECT FINANCE* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth ... and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales , referrals, cross sales … more
- City National Bank (New York, NY)
- …coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and ... and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income...of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with… more
- Lumen (Albany, NY)
- …to address aspects of the data lifecycle. Collaborate with Client Success Executive/ Manager , Solution Sales Overlay teams, and Product Management to deliver ... customer-facing solution engineering role will work in partnership with our Sales & Customer Success Executives, leading innovative conversations that help shape… more