- Wellington (New York, NY)
- …Global Distribution Enablement Lead is to work with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to define, design, and drive adoption of ... new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global...teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure… more
- Equitable (Syracuse, NY)
- …processes and activities for Field Programs, with specific emphasis on driving Advisor Assist program growth. Responsible for compliance and supervision of the ... mindset and possess critical thinking skills, while gaining exposure to Wealth Management operations and Equitable's retail business. This role reports to… more
- Bank of America (New York, NY)
- …business cases, securing, and executing technology projects to optimize client/ advisor experience * Delivering exception client/ advisor experience through ... and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners (internal and… more
- Charles Schwab (Manhasset, NY)
- …affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a ... passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What you have** **Required… more
- Broadridge Financial Solutions (Albany, NY)
- …to join our dynamic team! At Broadridge you will work with the largest wealth organizations in the US and abroad introducing and evangelizing our Advisor ... to overcome objections and bypass gatekeepers + Strong communication and relationship -building skills + Functional/technical skills Office 365 + Experience with… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- CIBC (New York, NY)
- …business initiatives that impact team members, partners and CIBC clients. + ** Relationship Management** - You'll create trusted advisor relationships. Who You ... We're building a relationship -oriented bank for the modern world. We need...Use your knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals. +… more
- JPMorgan Chase (New York, NY)
- …the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job ... strategy, ensuring alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and… more
- Citigroup (New York, NY)
- …their Treasury revenues; focused on finding new opportunities while building a trusted advisor status with Clients and Relationship Managers. + Drives innovation ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- Scotiabank (New York, NY)
- …you will play a pivotal role in driving business development, sales, and relationship management. Your primary focus will be on expanding and deepening client ... In this role, you will serve as a trusted advisor and single point of contact for clients, building...revenue growth. + Serving as the primary transaction banking relationship contact for CFOs, Treasurers, VPs of Finance, and… more