- Neuberger Berman (New York, NY)
- …within Asset Management , with a solid understanding of institutional, intermediary, and/or wealth management businesses + 3 - 5 years of direct managerial ... operational excellence and adoption of the CRM Platform, which is used across sales , client services, marketing, management , and analytics teams. The ideal… more
- Broadridge Financial Solutions (New York, NY)
- …knowledge of the financial services market, specifically the general workings of wealth management and capital markets broker/dealer operations, as well as ... sales reports and supporting correspondence, including the utilization of the sales management tool [Salesforce.com]. + Attend trade shows, conferences or… more
- Broadridge Financial Solutions (New York, NY)
- …knowledge of the financial services market, specifically the general workings of wealth management and capital markets broker/dealer operations, as well as ... sales reports and supporting correspondence, including the utilization of the sales management tool [Salesforce.com]. + Attend trade shows, conferences or… more
- Lincoln Financial (Albany, NY)
- …sales initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with… more
- Nuveen Investments (New York, NY)
- …Nuveen Products/Services Acumen, Practice Management Strategy, Relationship Management , Retirement Planning Selling, Sales , Strategic Planning **Anticipated ... primary responsibility of the Head of Income Alliance Partner Sales is to identify, negotiate, develop and grow profitable...+ Work closely with existing NRI channel leads, Nuveen Wealth and Institutional distribution teams, as well as TIAA/Nuveen… more
- S&P Global (New York, NY)
- …the Role:** **Risk & Valuation Services (RVS) Revenue Team - Americas** **Senior Sales Specialist** **The Team:** This is an exciting opportunity to join the Risk ... you:** This is a critical role in the RVS Revenue organization. As a Senior Sales Specialists you will manage a small team demonstrating the growth potential of the… more
- Stanley Black and Decker (New York, NY)
- **Field Sales Engineer - Remote** **Northeast Region (NY, NJ, MA), United States** **Come build something that matters.** It takes great people to achieve greatness. ... CUB CADET(R), and HUSTLER(R). **The Job:** As a Field Sales Engineer, you'll be part of our Tools and...Develop and maintain client records in CRM (customer relationship management ) tool. **The Person:** You love to learn and… more
- HSBC (Buffalo, NY)
- …through focused outbound calling activities utilizing a leads-based approach to client management + Identify opportunities utilizing a structured sales process ... share. This role is primarily accountable for outbound client sales and deposit gathering. The role will also engage...also be required to provide regulatory expertise and risk management assistance to avoid client exits. The main responsibility… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our mission is to serve as a trusted ... year, converting pipeline into actual sales revenue. + Meeting all Sales Management goals tied to pipeline management (CRM), Deal Review and… more
- Citigroup (New York, NY)
- …Securities Services, Trade & Treasury Services, the Citi Commercial Bank and Global Wealth Management ) Ability to leverage existing contacts network and prospect ... and pitches Liaise with clients, market participants, and internal partners ( Sales , Product, Transaction Relationship Management , Operations & Technology) to… more