- Wells Fargo (New York, NY)
- …It all begins with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust . ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or… more
- JPMorgan Chase (New York, NY)
- …As a Private Wealth Alternatives Marketing Director on the Asset & Wealth Management Marketing team, you will lead innovative marketing strategies to promote ... capabilities and skills:** + 10+ years of strong marketing experience in asset management , or wealth management industry + Experience in marketing… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- CIBC (New York, NY)
- …As a **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. ... Assist in the training of less experienced staff, at management request. + **Problem-solve and follow through:** Proactively anticipate...self to work and you live our values - trust , teamwork, and accountability. At CIBC, we offer a… more
- Citigroup (New York, NY)
- …Securities Services, Trade & Treasury Services, the Citi Commercial Bank and Global Wealth Management ) Ability to leverage existing contacts network and prospect ... Debt, Restructuring, Structured Finance, M&A, Project Finance and Loans. Responsibilities: Senior Sales Director for Agency & Trust Corporate Debt / Specialized… more
- Chemung Canal Trust Company (Elmira, NY)
- …existing products to ensure competitiveness (retail banking, commercial banking, wealth management ). Seeks new markets and unique sales & delivery channels ... conditions, rates, product design, etc.; recommends changes and/or improvements to management . + Leverages internal and third-party systems to generate reports,… more
- Citigroup (New York, NY)
- **SVP Cash Management Sales Officer - Global Solution Sales (Consumer, Healthcare, and Life Sciences)** **About Citi** Citi, the leading global bank, has ... credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending… more
- Bank of America (Buffalo, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Job Description:** Merrill Wealth Management is ... a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth … more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our mission is to serve as a trusted ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...into actual sales revenue. + Meeting all Sales Management goals tied to pipeline … more
- S&P Global (New York, NY)
- …management and/or the ability to manage complex relationships. **Responsibilities and Impact:** Sales & Account Management is a key function within S&P Global ... Level (for internal use):** 12 **About the Role:** Equities Sales Specialist **The Team:** This is an appointment in...contact with key users and build a position of trust , respect and openness with the view to generate… more
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