- S&P Global (New York, NY)
- …and obtaining stakeholder buy-in. + Works with leads in corporate strategy and senior management to define and set goals through the annual strategic ... building. + Develop business and operational action plans and work with peers, senior management and stakeholders to drive implementation. + Participate in the… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial & investment goals related to the creation, management , and transfer of wealth . + Develop tailored solutions that address ... The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… 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' ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… 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' ... communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in… 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' ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citizens (New York, NY)
- …operate by sustaining a high level of trust and confidence by senior line and risk management Qualifications + Demonstrated, long-term client relationships ... Markets (interest rate derivatives and FX), Private Banking and Wealth , Structured Products, Treasury Management or other...the entire firm for each of your sponsors, including senior partners and firm management , investment teams,… more
- LinkedIn (New York, NY)
- …consulting, accounting, and law firms, as well as financial organizations across wealth management , insurance, and commercial banking - supporting their efforts ... We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can...+ Experience with SaaS sales + Experience in relationship management speaking to C-level users + Experience with business… more
- S&P Global (New York, NY)
- …candidate will have experience in financial markets, direct selling, account management and/or the ability to manage complex relationships. **Responsibilities and ... Impact:** Sales & Account Management is a key function within S&P Global and...Lending and Dividend Forecasting services. This role requires a senior , client-oriented sales professional who can identify and drive… more
- CIBC (New York, NY)
- …Customer Engagement, Global Market, Identifying Opportunities, Sales, Standard Operating Procedure (SOP), Wealth Management At CIBC, we are in business to help ... investors. Using those opportunities to initiate, maintain and deepen senior , strategic corporate relationships in concert with Equity Research,...self to work and you live our values - trust , teamwork, and accountability. At CIBC, we offer a… more
- Urban League of Rochester (Rochester, NY)
- …adults attain economic self-sufficiency through good jobs, homeownership, entrepreneurship, and wealth accumulation; 3) Ensuring our civil rights by eradicating all ... between the President's office and internal departments, upholding leadership's credibility, trust , and support. + Consistently updates the President & CEO's… more