- 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 ... Scotia Group. This includes Scotia Capital Inc, Prime Services, Wealth & Group Treasury, and Collateral Management ...and timely responses confidently to direct inquiries from customers, traders/ sales personnel & management . + Ability to… more
- Broadridge Financial Solutions (New York, NY)
- …our industry verticals and our cross-industry horizontals. Industry verticals are Asset Management , Capital Markets, Wealth Management ; and cross-industry ... client. Develop leads (through working with existing consulting clients, through our sales and account management team, through leveraging their own professional… more
- Neuberger Berman (New York, NY)
- …of the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management and Intermediary businesses of the firm, and services a ... and seamless service delivery + As experience grows, engage in RFP and sales processes for CIT prospects + Coordinate client onboarding including ensuring all legal… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more
- Broadridge Financial Solutions (New York, NY)
- …years of experience in Financial Services or with a consulting firm in the Wealth Management area. Mix of financial services operations and consulting experience ... to develop pursuits (through working with existing consulting clients and through sales and account management teams), support client pitches, launch projects… more
- KeyBank (Syracuse, NY)
- …the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as ... and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more
- Citigroup (New York, NY)
- …in the growth of Annuity business with outgoing calls to Advisors and other sales development initiatives. + Collaborate with Wealth Planning team on positioning ... role reports to the Annuity Distribution Manager, who works under the Field Management organization. This position will work closely with Advisors and Wealth … 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 ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- JPMorgan Chase (New York, NY)
- …in close partnership with cross-functional stakeholders, including Brand, Travel, and Wealth Management teams. **Job Responsibilities** + Develop cross-channel ... by customer research, competitive insights, and analytics in partnership with Brand, Wealth Management , Travel, and Marketing stakeholders + Collaborate with… 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 ... of Scotiabank. We support Corporate and Commercial clients with effective treasury management solutions coupled with a best-in-class service model, making it easy… more