- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a "wall straddler"… more
- JPMorgan Chase (New York, NY)
- …by being completely aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by focusing on ... JPMorgan Asset Management (JPMAM) helps institutional and individual clients from...goals. We are in search of a dynamic, consultative, sales -oriented team member with a genuine passion for the… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- CIBC (New York, NY)
- …years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients first:** You ... Associate /** **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients.… more
- Citigroup (New York, NY)
- …efficiency._ + _Fostering productive relationships with Bankers, ICs and Regional Senior Management to drive and grow Escrow sales ._ + _Participate with ... functional strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including … more
- M&T Bank (New York, NY)
- …one-year training program for recent college graduates where participants learn sales , accounting, project management and leadership skills depending upon ... **Overview:** Serves as a member of the Management Development Program (MDP) and participates in ten...classroom training, observations of departmental presentations, interaction with senior management , peer networking, and working in teams on two… more
- JPMorgan Chase (New York, NY)
- …Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management ... Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank ( sales ) functions, as well as Technology, Legal, Risk, Compliance, and Marketing,… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... to all. The Business Unit Manager is a senior management -level position in the Enterprise Data Office (EDO) Business...capabilities are aligned to business strategy + Support the Sales heads managing the headcount and hiring processes +… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. ... prioritize features, and deliver solutions that empower data-driven marketing, sales , and customer success efforts. **Key Responsibilities:** **Platform Vision &… more
- TD Bank (New York, NY)
- …provide you more specific details for this role. **Line of Business:** Sales & Customer Distribution Support **Job Description:** The Project Manager provides ... resources and/or vendors in coordination of competing priorities. Executes project management deliverables within budget working with staff and business partners.… more