• Wealth Advisor III

    Truist (New York, NY)
    …activities may change from time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business development ... specialists and IRM partners who are designated to support client service and business development efforts (eg...services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes… more
    Truist (06/25/25)
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  • Relationship Banker

    City National Bank (New York, NY)
    …National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients. * ... needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Develops… more
    City National Bank (07/27/25)
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  • Merchant Account Executive

    Fiserv (Albany, NY)
    …channels. + Ensure proactive accountability to the client leading to an improved client experience and retention . + Elevate and close client issues ... a portfolio of clients in the FI Acquiring vertical. By understanding the client 's business, goals, strategies, and industry trends, you will help them leverage… more
    Fiserv (07/11/25)
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  • Data Center Business Unit Director

    CBRE (Albany, NY)
    …business to maximize performance of the company's platform in attracting new business development and growing market/ client share, as well as integration of all ... Provides analysis, research and related support for the creation of business development and client deliverables. * Repeatedly demonstrates business … more
    CBRE (07/10/25)
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  • Financial Advisor

    TD Bank (Middle Village, NY)
    …and annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ... and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our… more
    TD Bank (07/24/25)
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  • Global Head of Financial Services Compensation…

    WTW (New York, NY)
    client renewals and account management with a focus on client retention and upselling opportunities. + **Cross-Functional Collaboration:** Collaborate with ... They will lead a global team to enhance business development efforts, optimize client relationships, and align...seamless delivery of customized solutions and services that meet client needs. Driving product integrated sales and… more
    WTW (07/18/25)
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  • Head of Distribution US Wealth (US)

    TD Bank (New York, NY)
    …include but not be limited to: Overall Fiduciary and Principal responsibilities, Sales Leadership, Partnership Programs, People Acquisition and Development , Risk ... sales strategy across the Wealth business creating an integrated, holistic approach to sales and client experience leading to successful client outcomes,… more
    TD Bank (07/30/25)
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  • Senior Drainage Design Manager

    HNTB (New York, NY)
    …+ Responsible for/oversees project staffing, including, but not limited to; recruitment, development , retention and succession of project staff; development ... Service Leaders and pursuit champions to assist with business development , building client relationships, and pursuit efforts...community. + May be responsible for the recruitment, hiring, development and retention of staff, including … more
    HNTB (06/10/25)
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  • Transportation Project Manager-Design Build

    HNTB (New York, NY)
    …with managers on project staffing, including, but not limited to; recruitment, development , retention , and succession of project staff; development ... Service Leaders and pursuit champions to assist with business development , building client relationships, and pursuit efforts...community. + May be responsible for the recruitment, hiring, development , and retention of staff, including … more
    HNTB (05/07/25)
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  • Account Executive - Retirement 401(k) Services

    Paychex (Manhattan, NY)
    …+ Expedites the resolution of client problems or complaints to ensure client satisfaction and retention . + Completes and submits accurate new business ... our award-winning training and endless opportunities for growth and development , you can build a lifelong career with us....Sales management to ensure timely processing. Enters prospects, sales and client notes into Salesforce.com to… more
    Paychex (06/14/25)
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