- Pioneer Bank (Hudson, NY)
- TITLE: Wealth Operations Coordinator LOCATION: Hudson REPORTS TO: Vice President - Senior Wealth Advisor CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 40 ... to those mentioned below. Essential Job Functions: + Responsible for processing client paperwork received from Wealth Management personnel, as well as items received… more
- KeyBank (Tarrytown, NY)
- …Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client /borrower, critical and knowledgeable contributor to ... support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile.… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...+ Support management to generate various metrics reports for senior management and board level committees + Assist in… more
- Citigroup (New York, NY)
- …Director, Equity Derivatives Sales - PEF & AM North America is a senior -level position responsible for selling equity derivatives to Real Money clients, which ... objective of this role is to act as strategic advisor to our clients by formulating investment strategies and...+ Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with… more
- Citigroup (New York, NY)
- …An individual in this role will be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...advisory approach to account planning, focusing on the investment relationship in partnership with the Banker + Leverage existing… more
- TD Bank (New York, NY)
- …large-scale projects + Exceptional communication and interpersonal abilities for top-tier client interaction and relationship management + Deep understanding of ... Advisors, MA Advisors and Trust Advisors with activities such as Client Onboarding, Money Movement, Account Maintenance & Servicing + Leads Administration… more
- ADP (New York, NY)
- …client -influencing assessments **Executive Influence and Advisory:** + Serve as a strategic advisor to senior leaders including the CMO, CPOs, and GPT leaders ... is hiring an Analyst Relations Executive.** We're looking for a strategic, relationship -driven leader to elevate ADP's presence and impact within the Human Capital… more
- Citigroup (New York, NY)
- The Applications Development Technology Senior Lead Analyst is a senior level position responsible for establishing and implementing new or revised application ... system design + Allocate work, and act as an advisor /coach developers, analysts, and new team members + Influence...and new team members + Influence and negotiate with senior leaders and communicate with external parties + Appropriately… more
- Wolters Kluwer (NY)
- …solutions and represent your assigned teams by creating pipeline and reporting to senior leaders across the business. Additionally, you will partner with the Audit ... net new logo customers within the Audit suite of solutions. + ** Relationship Development** - Establish and maintain strong, long-term relationships with clients and… more
- CoStar Realty Information, Inc. (New York, NY)
- …and expertise in the Commercial Real Estate industry to build your client portfolio by prospecting, studying industry trends and news, and conducting effective ... experts, product marketing and product management specialists. **Responsibilities** + Relationship Management - Through consultative sales methods, build relationships… more