- Athene (New York, NY)
- …and buffered accumulation solutions for RIAs, hybrid advisors, and independent wealth platforms. This Vice President will lead a first-of-its-kind effort: ... retirement solutions to market + Ensure strategic coherence with Apollo's broader wealth initiatives, including the expansion of private markets access via managed… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, ... role provides an opportunity to contribute to client relationships and wealth management solutions, benefiting from training, mentorship, and engaging projects. Our… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate… more
- Truist (New York, NY)
- …strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and maintain a profitable level of securities ... and insurance sales by executing on opportunities identified through external networking...and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong… more
- Stanley Black and Decker (Woodside, NY)
- …distributor welding equipment. + Motivate distributors and keep distributor sales personnel focused on technical services as important value-added service ... solutions that extend value to our customers, consumers and sales representatives. + Learn, understand and apply all aspects...multiple career paths. + _Learn:_ Have access to a wealth of learning resources, including our digital learning portal.… more
- Broadridge Financial Solutions (New York, NY)
- …cross-industry horizontals. Industry verticals are Asset Management, Capital Markets, Wealth Management; and cross-industry horizontals are Data and Emerging ... of and manage the entire life-cycle of a consulting sales process to a client. Develop leads (through working...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Citigroup (New York, NY)
- …in the growth of Annuity business with outgoing calls to Advisors and other sales development initiatives. + Collaborate with Wealth Planning team on positioning ... Field Management organization. This position will work closely with Advisors and Wealth Planners. + Act as subject matter expert. Educates Advisors and Relationship… more
- Broadridge Financial Solutions (New York, NY)
- …+ Lead or support the management of the entire life cycle of a consulting sales process to a client. Work with practice leaders to develop pursuits (through working ... with existing consulting clients and through sales and account management teams), support client pitches, launch...Financial Services or with a consulting firm in the Wealth Management area. Mix of financial services operations and… more
- Citigroup (New York, NY)
- …strategies for the area. Responsibilities: This role is based within Citi Global Wealth 's Markets Group, covering client activity in FX & Commodities and reports ... revenue by selling Foreign Exchange and Commodities products to Citi Global Wealth clients Provide relevant market updates and insight to clients Price spot,… more
- WTW (New York, NY)
- …revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Broking. The Managed Care Growth Leader is the ... manage a team of Managed Care P&C experts including sales and service professionals, focused on the Managed Care...capabilities and expertise across our two business segments, Health, Wealth and Career and Risk and Broking + Ensure… more