- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities...professional designations (CIMA, CFP, CPWA) a plus + Strong relationship and consultative management skills + Excellent… more
- Scotiabank (New York, NY)
- …(TMO), you will play a pivotal role in driving business development, sales, and relationship management . Your primary focus will be on expanding and deepening ... In this role, you will serve as a trusted advisor and single point of contact for clients, building...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **SVP Cash Management Sales Officer - Global Solution Sales (Consumer,...focused on finding new opportunities while building a trusted advisor status with Clients and Relationship Managers.… more
- Wellington (New York, NY)
- …preferably in a similar role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management firm. + Extensive background ... + Demonstrated success in improving sales performance. + Comprehensive understanding of asset management and deep knowledge of the US Wealth market. + Proficient… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director, Treasury Management Officer, Global Transaction Banking - New York...greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients ... a plus + Demonstrated aptitude for sales, marketing, advertising, and client relationship management + Superior multi-tasking; strong organizational skills and… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of contact for the client on the trust account relationship , communicate regularly with the client on all trust...all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage… more
- JPMorgan Chase (New York, NY)
- …execution and alignment with strategic goals + Define and evolve servicing and relationship management models to provide best-in-class service. Focus on client ... strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor strategy with key...including Asset Management , Chase Bank, and Chase Wealth Management . + Foster a positive work… more
- Broadridge Financial Solutions (New York, NY)
- …BTCS accelerates its growth across the Americas, our Senior Director of Account Management will play a pivotal role in deepening relationships with our existing ... the business. Key Responsibilities: + Lead and execute all aspects of account management and sales strategy for domestic and global clients, with full responsibility… more
- Bank of America (New York, NY)
- …sales and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work ... Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration +...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more