- NFP (New York, NY)
- …and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a ... compliance with set policies. Influences new hire selections and internal promotions that impact sales team. Confers with VP and senior management on setting and… more
- Oppenheimer & Co. Inc. (New York, NY)
- …Advisors in sales , marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking ... required (within first six months of hire) 3+ years' experience working as a sales assistant /CSA in a corporate/brokerage environment Possess a high degree of… 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 ... pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s)...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- Broadridge Financial Solutions (New York, NY)
- …experienced Executive Administrative Assistant to support our Senior Vice President of Sales and their direct reports at our Midtown Manhattan office. Youll be a ... Key Responsibilities: Executive Support: + Provide high-level administrative support for the Sales SVP, direct reports, and occasionally the broader sales team… 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 ... Administrative Assistant , Investment Banking, CIR **Requisition ID:** 229809 **Salary...a full range of investment banking, credit and risk management products and services relevant to the financing and… 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 ... Executive Assistant **Requisition ID:** 229830 **Salary Range:** 61,200.00 -...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Berkshire Bank (New Lebanon, NY)
- …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby ... and account maintenance. 35% + Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the… 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 ... 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
- The New Jewish Home (Bronx, NY)
- …physician groups, area agencies for the elderly, faith-based organizations, property management companies, elder law attorneys and financial/ wealth advisors. . ... and revenue growth for our Private Pay Geriatric Care Management , Home Health Aide Services, and our Certified Home...Reporting Responsibilities: This position will report directly to the Assistant Vice President of Home Care Programs with a… more
- Berkshire Bank (West Winfield, NY)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... 381 West Main St Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by… more
