- KeyBank (Syracuse, NY)
- …and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as… more
- BlackRock (New York, NY)
- …separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. BlackRock's Multi-Alternatives (Multi-Alts) team sits at ... clients, preferably generating material new revenue through the mobilization of sales teams. + Demonstrated excellence in the Strategist function, including superb… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and developers. In this role, you will gain exposure to internal sales , product teams, and technology/development teams to improve and support client integration… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... activity for the Scotia Group. This includes Scotia Capital Inc, Prime Services, Wealth & Group Treasury, and Collateral Management & Funding. In doing so, the… more
- JPMorgan Chase (New York, NY)
- …loans and payment processing. We're proud to lead the US in credit card sales and deposit growth and have the most-used digital solutions - all while ranking ... close partnership with cross-functional stakeholders, including Brand, Travel, and Wealth Management teams. **Job Responsibilities** + Develop cross-channel acquisition… more
- KeyBank (Tarrytown, NY)
- …and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
- Neuberger Berman (New York, NY)
- …of the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management and Intermediary businesses of the firm, and services a family of ... and seamless service delivery + As experience grows, engage in RFP and sales processes for CIT prospects + Coordinate client onboarding including ensuring all legal… more
- Tradeweb (New York, NY)
- …- including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the ... as well as ML when appropriate + Partner with sales , product and senior management teams to create and...fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately… more
- Neuberger Berman (New York, NY)
- …Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional, and Intermediary businesses of the firm, managing a diverse ... Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer will serve as the primary liaison… more
- Citigroup (New York, NY)
- …sub-function/job family. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to ... pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete...5+ years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more