- TD Bank (New York, NY)
- …not required + 5 or more years of experience with a registered US broker dealer, swap dealer, Global Systematically Important Bank (GSIB), or associated regulator. + ... progressive work experience + 5-7 Years of related experience ** Preferred Qualifications:** + 5 or more years of experience...or more years of experience with a registered US broker dealer or regulator. + JD desirable but not… more
- Keith Titus Corp (Weedsport, NY)
- …and units. + Able to plan future loads for drivers/equipment while maintaining weekly sales targets for the assigned terminal. + Broker excess freight to ... Trends in Customer Orders. + Customer concerns or complaints. + Broker /Carrier/Sister-Terminal concerns or opportunities. + Communicate with drivers: + Dispatch… more
- TD Bank (New York, NY)
- …CT/NY area. The successful candidate will work alongside Westminster's Institutional Sales and Operations teams, in a team-oriented environment with the opportunity ... for advancement within the organization. The Analyst Sales & Trading provides quality, efficient and specialized ...via phone and e-mail communications. + Communicate with external broker -dealers to reconcile trades and resolve breaks. + Work… more
- Guardian Life (Albany, NY)
- …and design cases that fulfill the needs of prospects and clients and drive sales . + Work closely with Guardian's broker dealer (Park Avenue Securities) to ... The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced...+ Juris Doctor (JD) law degree required + CPA preferred + CFP/CLU/ChFC preferred + Expert knowledge… more
- Santander US (Brooklyn, NY)
- …investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications ... * Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly...quarterly basis. * Maintain compliance with all applicable bank, broker /dealer, State and Federal regulations associated with the sale… more
- TD Bank (Brooklyn, NY)
- …service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting ... community initiatives **Education & Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and...+ 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required +… more
- Bank of America (New York, NY)
- …a local FA team. The Financial Advisor (FA) is a licensed retail broker position that provides investment advice and recommendations to clients. Profiling activities ... of the client situation; + Effective use of consultative sales and presentation skills for client development, as needed...and discretionary incentive eligible. + Advanced degree, and/or CFA, preferred + Series 7 and 66 (or equivalents) required… more
- Anywhere Real Estate (New York, NY)
- …creation of sales tools and materials. + Develop and implement broker outreach strategies and events. + Provide recommendations to enhance property value, ... The Marketing Manager will collaborate with marketing team members and sales /leasing teams to support clients in pre-development planning, branding, marketing,… more
- JPMorgan Chase (New York, NY)
- …success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start ... the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the ...the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers… more
- Highmark Health (Albany, NY)
- …claims and electronic data interchange and electronic funds transfer. Collaborate with sales and customer service to respond to client/ broker /member inquiries ... matter expert with recommendations and data supporting development of network and sales strategy and support of leasing contract negotiation. Develop and maintain… more
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