- Bank of America (New York, NY)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- Citigroup (New York, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central ... This role provides an opportunity to contribute to client relationships and wealth management solutions, benefiting from training, mentorship, and engaging… more
- Broadridge Financial Solutions (New York, NY)
- …and a thorough understanding of financial services products (eg, payments, banking, wealth management ). + Comfortable working in a fast-moving, and sometimes ... to develop pursuits (through working with existing consulting clients and through sales and account management teams), support client pitches, launch projects… more
- JPMorgan Chase (New York, NY)
- …a Vice President of North America Institutional Marketing within the Asset & Wealth Management team, you will lead high-level marketing initiatives across ... qualifications, capabilities, and skills:** + 10+ years of marketing experience in asset management , retirement, or wealth management . + Experience in… 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 ... commercialization management , such as: evaluating commercial potential, supporting the sales partners and other stakeholder teams in developing and executing on… 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 ... We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy… more
- Citigroup (New York, NY)
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist, you will manage transactions from inception to ... risk while delivering exceptional service. **Key Responsibilities:** + **Transaction Management :** Structure, negotiate, and execute complex escrow and paying agent… more
- Vontier (Albany, NY)
- …their family and their future. Capitalize on your past sales , automotive, sales manager, district manager, sales management , tool, franchise, and/or ... of specific, detailed actions. + Using MS Office for sales management purposes, tracking sales ...Enjoys working from home, using company laptop with a wealth of tools and resources. + Able to navigate… 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