- Copeland (Albany, NY)
- …accounts. The successful candidate will be a key member on the Americas sales team, responsible for identifying and developing new and existing accounts in the ... biogas space, striving to achieve Trusted Advisor status with customers and a strong preference for...with others to be assigned as required + Achieve sales and margin targets for Vilter gas compression products… more
- KeyBank (Tarrytown, NY)
- …New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be ... client needs and supports KPB team members throughout the sales and client experience process. **Responsibilities** + Prepare and...clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. +… more
- Anywhere Real Estate (New York, NY)
- …+ Run market and sales reports using proprietary platforms. + Manage CRM systems to track leads, site traffic, and sales activity. **Compliance** + Monitor ... and Senior Project Manager. The position interfaces regularly with top-producing sales teams, developer clients, and external agencies including branding, media, PR,… more
- JPMorgan Chase (New York, NY)
- …tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content and drive adoption of ... advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be...skills, and capabilities:** + 5+ years broad business and sales experience in the wealth management industry + Proven… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating all prospecting… more
- Wells Fargo (New York, NY)
- …and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM's ... full-service and independent advisor channels. The team drives close collaboration across all...experience with the Salesforce ecosystem and related products - Sales , Service, Financial Service, Marketing Cloud, etc. + 3+… more
- The ODP Corporation (Amherst, NY)
- …Team Lead will quickly build and maintain customer relationships and become a trusted advisor by utilizing provided training to support sales offerings. The Team ... to our customers. Retail Team Lead (PT) will utilize Office Depot Inc.'s proven sales principles to proactively engage customers, to drive the sales of our… more
- Wellington (New York, NY)
- …making. + Partner with Technology to design and deploy cutting-edge technology systems to optimize operational efficiency and support sales initiatives. + ... and systems to deliver actionable insights to sales teams. + Collaborate closely with marketing to enhance...teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure… more
- Paylocity (Rochester, NY)
- …You'll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. ... You'll also ensure accurate data conversion from previous systems , validate results with clients, and provide hands-on support through the transition to our Client… 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 ... contribute to the continuous improvement of our processes and systems . **Job Responsibilities:** + Monitor and analyze active account...and refine rules based on prior findings to enhance system logic for risk-based reviews. + Review, draft, and… more