- JPMorgan Chase (New York, NY)
- …in close collaboration with various business partners across the Global Equities Sales and Trading organization and JPM's Prime Brokerage team to deliver innovative ... solutions for our clients and have the opportunity to build strong cross-functional relationships. **Job Responsibilities** + Oversee the management and integration of JPM's proprietary Direct Market Access (DMA) software solutions with internal trading… more
- Sprinklr (NY)
- …align internal stakeholders, sign-on definition partner customers, set goals with sales leadership, create and execute launch plans, analyze new product success ... and improve GTM. * Company/Product Positioning and Messaging - Identify customer segments, determine product positioning in the same and value proposition. Build effective communication to serve the same. Participate at industry conferences, forums, social… more
- JPMorgan Chase (New York, NY)
- …approving client change, and reviewing operational risk events. + Working with Sales to conduct strategic engagement roadmaps and wallet-sizing for client segments. ... + Partnering with Product Development to drive required investment funding and working to define and close perceived or actual product gaps. + Overseeing delivery of key business transformation projects as needed, focused on increasing profitability and… more
- Wells Fargo (New York, NY)
- …capital markets and advisory solutions, including a full complement of sales , trading and research capabilities, to corporate, government and institutional clients. ... We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **Position Summary** Candidate will have extensive experience in researching, designing, developing, and managing profitable… more
- JPMorgan Chase (New York, NY)
- …+ Strong understanding of Commercial Banking products and services + Excellent sales management and business development skills + Proficiency in building and ... maintaining positive client relationships + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners + Self-directed, proactive, and creative; uses sound judgment… more
- MUFG (New York, NY)
- …with colleagues across support functions and interact regularly with Sales /Trading revenue generators and clients. + Experience performing counterparty credit ... analysis on a range of FIG related counterparty types. + Capable of performing due diligence including regular information gathering discussions/meetings with clients as needed, ability to work closely with MUFG revenue generators and other internal colleagues… more
- JPMorgan Chase (New York, NY)
- …highly sophisticated ultra-high net worth clients and prospects + Sales experience including: prospecting, overcoming objections, negotiation, team selling approach, ... closing the sale and asking for referrals + Demonstrates understanding of wealth management including investment management, trusts and financial planning + Ability to work in a team based environment and assist in the development and retention of junior team… more
- Citigroup (New York, NY)
- …platform, as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a ... seamless and differentiated experience + Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process + Provide the highest level of customer service and teamwork to our clients + Possess an expert… more
- Citigroup (New York, NY)
- …relationship through deep-dive analysis + Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new ... target clients, with a focus on Investments + Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events + Provide… more
- Power-Flo Technologies (New Hyde Park, NY)
- …monthly product seminars to introduce new products and technologies. ORGANIZATIONAL RELATIONSHIPS + Vice President , Industrial/OEM sales + Account Managers + ... England, and Upstate New York areas. SUMMARY OF FUNCTIONS: Promotion and sales activities for specifically assigned products from the Power-Flo Technologies line… more