- JPMorgan Chase (New York, NY)
- …Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. ... + Develop deep expertise in program guidelines to effectively address advisor inquiries and needs. + Serve as the primary liaison between JPMA and Centralized Due… 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...formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new… more
- M&T Bank (Syracuse, NY)
- …all sales initiatives. + Provide support regarding training and advisor development, creating a motivating environment, recognizing the success of employees. + ... **Overview:** Directs sales management over a retail market; designing, marketing,...authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. + Understand and… more
- Justworks (New York, NY)
- …If this sounds like you, you'll fit right in. Who You Are The sales team at Justworks is ultimately in charge of expanding our customer base while ... Account Executive, you will be responsible for the full sales cycle - building and managing a sales...fulfilling and rewarding experience as you become a trusted advisor to our customers. In this role, you will… more
- Primo Brands (Brooklyn, NY)
- …**If you are a current associate of Primo Brands, please apply via MyADP.** Salary : $78,213 - $93,006 annually. This position is eligible for an annual bonus. ... plans aligned with business and customer strategies to achieve sales objectives; ensure alignment with Primo Brands and Customer...+ Act as a bottled water expert, trusted industry advisor and brand champion. + Consistently achieve annual KPIs… more
- Xerox (Albany, NY)
- …SERVICES Seniority Level Mid-Senior Level Currency USD - United States - US Annual Base Salary Minimum 111,360 Annual Base Salary Maximum 222,720 The salary ... and high end in the local currency of Xerox's salary range for this position and is reflected in...( Preferred Locations: Chicago, New York, Denver, Phoenix) **Department:** Sales & Technology Strategy **Reports To:** Chief Technology Officer/VP… more
- ThermoFisher Scientific (Grand Island, NY)
- …ability to lead without authority. **Key Responsibilities:** + Develops a trusted advisor relationship with key customer partners and internal Thermo Fisher partners ... strong account relationships at an executive level for the purpose of growing sales of branded products. + Maintains and constantly enhances technical knowledge on… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- JPMorgan Chase (Pittsford, NY)
- …team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work ... regulations through research and training. + Collaborate with the Sales Practice Review team to escalate potential issues to...potential issues to the Disciplinary Action Forum. + Conduct Advisor book reviews to identify trends or patterns that… more
- JPMorgan Chase (New York, NY)
- …service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business. ... Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. Assist advisors with client proposals. + Present on… more