- Citizens (New York, NY)
- …long-term loyalty and thrive in a high-performance, collaborative environment. As a Private Wealth Management - Transitions Operations Specialist at Citizens ... Wealth is charging forward with bold momentum-accelerating our strategy to elevate Wealth Management , scale Business Banking, grow deposits, and expand into… more
- Broadview FCU (Albany, NY)
- …of client appreciation events. Act as a liaison between Broadview Wealth Management and Broadview's Marketing team. Essential Job Functions/Responsibilities: ... Matter Expert (SME) and developer of the client relationship management model. Lead the following initiatives for BWM: CRM,...Proactively expand BWM book of business through execution of sales and retention plan. + Work closely with Marketing… more
- Citigroup (New York, NY)
- … sales activities for high profile clients + Provide administrative assistance for sales management teams + Ensure sales team compliance with local ... The Sales Support Senior Analyst is an intermediate level...and maximize opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified… more
- Truist (New York, NY)
- …requirements are met where needed + 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...or more years of sales and client management experience in the Wealth Management… more
- S&P Global (New York, NY)
- …**About the Role:** **Risk & Valuation Services (RVS) Revenue Team - Americas** **Senior Sales Specialist ** **The Team:** This is an exciting opportunity to join ... grows in the region, there will be opportunities for growth as a Senior Sales Specialist . The complimentary nature of RVS products with other solutions across… more
- Lincoln Financial (Albany, NY)
- …**Requisition #:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain ... They will partner closely with key stakeholders across field sales , investment, product management , and marketing in...aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing**… more
- HSBC (Buffalo, NY)
- …and maintaining the client's relationship post onboarding. As our Contact Center Premier Sales Specialist you will: + Utilize a leads-based approach through ... through focused outbound calling activities utilizing a leads-based approach to client management + Identify opportunities utilizing a structured sales process… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 10 **About the Role:** ** Sales Specialist - Pricing, Valuations and Reference Data** **The Team:** This is ... escalating issues where appropriate + Works with legal and sales management to accurately deliver proposals and...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Mastercard (Harrison, NY)
- …businesses and governments realize their greatest potential._ **Title and Summary** Senior Specialist , Product Management Job Title: Senior Specialist ... of real-time, anonymized, aggregated transaction data; powerful software platforms; and a wealth of expertise * We empower customers to make better data-driven… more
- Citigroup (New York, NY)
- …in the growth of Annuity business with outgoing calls to Advisors and other sales development initiatives. + Collaborate with Wealth Planning team on positioning ... The Annuity Business Development Specialist is a strategic professional who stays abreast...the Annuity Distribution Manager, who works under the Field Management organization. This position will work closely with Advisors… more