- Guardian Life (New York, NY)
- …with applicable laws, regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and ... department's efforts in supporting the implementation of new retail wealth management products and services. + Prepare...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Citizens (Rochester, NY)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... and 66 within specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and written communications skills… more
- Deloitte (New York, NY)
- …consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... liaise with client counterparts, and actively participate in discussions on project management and work delivery needs + Manage project teams in providing… more
- S&P Global (New York, NY)
- …Prepare and maintain client relationship overviews and account summaries + Support the management of sales pipeline and contracting processes in conjunction with ... (ie, Marketing) and Divisional teams to support the Account Management team with brand and sales efforts...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (New York, NY)
- …Impact:** These roles drive revenue growth and client retention by working with Sales , Relationship Management , Product Management , and Client Operations to ... the most out of our solutions, and work with Sales and Relationship Management to drive usage...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Monroe Tractor (Henrietta, NY)
- …Connecticut, Rhode Island and Massachusetts, we pride ourselves on providing best-in-class sales and support to over 15,000 hardworking customers. Since our founding ... you will play a critical part in supporting our sales team and customers by delivering in-depth product knowledge,...industry. Be recognized as a solutions provider and a wealth of expertise for our customers. + Create opportunities… more
- Broadridge Financial Solutions (New York, NY)
- …to deliver the financial goals for the business Directly managing product management , implementations and client services functions Leading sales , marketing, and ... Manager, Sentry. Broadridge's "Sentry" business refers to its Sentry PM portfolio management technology, a cloud-based solution designed for private debt, loans, and… more
- Broadridge Financial Solutions (New York, NY)
- …a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to the ASTRID ... strategic goals. + Act as a liaison between Operations, Customer Service, Sales , Technology, and external customers to ensure product success. + Maintain… more
- Broadridge Financial Solutions (New York, NY)
- …outcomes, and brand/category leadership. You will collaborate with business, product, and sales management teams to define and execute against a cohesive ... personas to support product launches and campaigns Skilled in senior stakeholder management with proven influence across sales , product, and C-suite audiences… 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 ... Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in- class service model,...The incumbent is a key member of the GTB Sales leadership team and contributes to the profitable growth… more