- 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, ... Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and...work with external clients in a relationship building and sales capacity + Ability to thrive in a fast-paced,… more
- Broadridge Financial Solutions (New York, NY)
- …others along the way, come join the Broadridge team. We are seeking an Inside Sales Representative to join our dynamic team! At Broadridge you will work with the ... largest wealth and retirement organizations in the US and abroad...learning, collaboration meetings and attending industry conferences. Responsibilities: + Sales pipeline management + Generate and qualify new leads… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and ... and respect of multiple contingent internal and external partners. + An established sales person, who can deliver complex concepts in a concise easy to understand… more
- NBT Bank (Williamsville, NY)
- …financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other ... years' experience in Private Banking. + 2 years of sales experience. + Business development and outside business ...by completing annual relationship reviews for clients. Brings other wealth and line of business partners to the table… more
- JPMorgan Chase (New York, NY)
- …stakeholders to bring high-impact capabilities to the platform, transforming sales practices and building long-term client relationships. **Job responsibilities** + ... definition, and value management + Expert proficiency in Salesforce applications--(eg, Sales Cloud, Service Cloud, Data Cloud, CRMA, or Marketing Cloud-with a… more
- Stanley Black and Decker (New York, NY)
- …**The Job:** As a Territory Manager, you'll be part of our Farm & Hardware Field Sales Team and will be working remotely near/in New York City Metro. You'll get to: ... all elements of the region. + Responsible for region's sales growth, profitability, listings, and share gain. + Develop...multiple career paths. + _Learn:_ Have access to a wealth of learning resources, including our digital learning portal.… 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
- Bank of America (Melville, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… 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
- Bank of America (New York, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more