- Broadridge Financial Solutions (New York, NY)
- …execution of product strategy and roadmaps by working closely with developers, sales and marketing teams, clients, and industry stakeholders to define, design, and ... introduce and market new products by developing time-integrated plans with sales , advertising, and production. Determines product pricing and completes operational… more
- Guardian Life (New York, NY)
- …to enhance the client experience and operational effectiveness. + Partner with Sales leaders to identify growth markets and cross-selling opportunities. + Actively ... team on market trends as represented by customer and broker feedback. + Foster a culture of accountability, collaboration...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …client advice and support. Promotes the organization's capabilities to clients, identifies sales opportunities to be forwarded to the account managers and achieves ... relationships with assigned clients. + Promote Broadridge capabilities and identify sales opportunities for account managers. + Support contract extensions or… more
- TD Bank (New York, NY)
- …operations including product life cycle, quality, technical support, marketing programs and sales support + Oversees the creation of product roadmaps to illustrate ... and government controls with respect to their effect on sales of existing or proposed products and services +...**OCC:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements… more
- Deloitte (New York, NY)
- …projects in a fast-paced, team environment + Lead and assist Customer and Sales Operations pursuits and practice development initiatives + Promote and participate in ... attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer)...SAP focus (any of the following): S/4 or ECC Sales and Distribution, Order to Cash, Procure to Pay,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …and Monthly Forecasts + Obtain strong understanding of business unit products, including sales and revenue cycles + Partnering with Business Unit FP&A Leads to ... Minimum of 5+ years of experience in FP&A, Corporate Finance and/or Sales Finance. Financial services industry experience helpful + Proactive mindset, intellectual… more
- Robert Half Finance & Accounting (Akron, NY)
- …to enhance cash flow and vendor relationships. * Work with executive and sales staff to determine credit worthiness of potential and current customers. * Perform ... evaluate current and potential functionality. * Work with insurance broker /agent to determine acceptable coverage in all areas of...reporting. * Experience in month-end closing process, including the sales and A/P payment cycle. * Ability to also… more
- TD Bank (New York, NY)
- …ensure that surveillance alerts related to trading activities of firm employees ( sales and trading) and clients, and employee electronic communications alert, are ... professionals engages with key stakeholders across TD Securities, including Markets sales and trading leaders, Technology, Advisory Compliance, and Risk functions.… more
- Broadridge Financial Solutions (New York, NY)
- …teams as well as teams across FP&A, Shared Services, Treasury, Technology, HR, Sales & Marketing, Legal, as well as other areas across the business. This ... + Provide accounting support for corporate areas (Finance, HR, Legal, Strategy, Sales & Marketing, Technology, and Procurement) + Review and approve Corporate… more
- Kestra Financial (Wappingers Falls, NY)
- …advisor position and prepare to service clients independ + Identify sales and asset retention opportunities; including viable alternatives when traditional solutions ... a daily basis in pursuit of business objectives + Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business… more