- Wells Fargo (New York, NY)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust . Learn more ... Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple… more
- JPMorgan Chase (New York, NY)
- JPMorgan is looking for a Private Wealth Alternatives Marketing Director to lead the charge in promoting our cutting-edge alternative investment products to ... financial advisors. As a Private Wealth Alternatives Marketing Director on the Asset & ...inclusive environment that values diverse perspectives and experiences. Build trust and foster collaboration with colleagues across different business… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… 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. You'll ... : You bring your real self to work and you live our values - trust , teamwork, and accountability. At CIBC, we offer a competitive total rewards package. This role… more
- Citigroup (New York, NY)
- …Debt, Restructuring, Structured Finance, M&A, Project Finance and Loans. Responsibilities: Senior Sales Director for Agency & Trust Corporate Debt / Specialized ... Finance, Structured Finance and Depositary Receipts markets. The Agency & Trust team, within Issuer Services, delivers specific transaction services in connection… more
- Chemung Canal Trust Company (Elmira, NY)
- …while optimizing existing products to ensure competitiveness (retail banking, commercial banking, wealth management). Seeks new markets and unique sales & ... section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees… more
- Bank of America (New York, NY)
- …knowledge of banking and credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial aptitude a must + ... Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for… 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 ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- S&P Global (New York, NY)
- …This role is reporting into the Head of North America Buy Side D&R Sales . **Responsibilities and Impact:** + Develop and implement sales strategies for the ... + Exceed new business target through new customer acquisition and greenfield sales (add-ons, expansion opportunities, upsells). + Manage new business sales … more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 12 **About the Role:** Equities Sales Specialist **The Team:** This is an appointment in S&P Global's North American ... EDA Sales Team with responsibility for selling our Equities product...contact with key users and build a position of trust , respect and openness with the view to generate… more