- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... as internal legal, risk and credit teams. + Partner closely with syndicate, sales , trading, and capital markets teams across the organization to help educate,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …and Monthly Forecasts + Obtain strong understanding of business unit products, including sales and revenue cycles + Partnering with Business Unit FP&A Leads to ... Minimum of 5+ years of experience in FP&A, Corporate Finance and/or Sales Finance. Financial services industry experience helpful + Proactive mindset, intellectual… more
- Berkshire Bank (Albany, NY)
- …and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby management, ensure ... and account maintenance. 35% + Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the… more
- Broadridge Financial Solutions (New York, NY)
- …teams as well as teams across FP&A, Shared Services, Treasury, Technology, HR, Sales & Marketing, Legal, as well as other areas across the business. This ... + Provide accounting support for corporate areas (Finance, HR, Legal, Strategy, Sales & Marketing, Technology, and Procurement) + Review and approve Corporate… more
- S&P Global (New York, NY)
- …growth. They will work closely with cross-functional teams, including Commercial ( sales and product specialists), Product, and Marketing, to achieve business ... teams. Ensure field readiness of commercial teams for pre-and post- sales activities, working with education and product specialist teams...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- JPMorgan Chase (New York, NY)
- …including institutional investors, public and corporate pension plans, sovereign wealth funds, endowments, foundations, and family offices. Headquartered in New ... new opportunities, as well as developing and managing relationships with sell-side sales and trading desks. In addition, this individual will manage the US… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... in Java + Interface with Capital Markets Front Office users (Traders and Sales ) to gather requirements, demo new features, prioritize work, manage expectations, etc.… more
- WTW (New York, NY)
- …data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's ... to the Executive Compensation practice and local office teams + Collaborate with sales operations, legal and client teams on client contracting terms (eg scope of… more
- Atria Wealth Solutions (Corning, NY)
- …level of service to credit union members and clientele to help manage their wealth . The ideal candidate will be self-motivated and be able to motivate other team ... relationship center professionals and identified credit union leaders regarding sales practices and business development initiatives. Work with Relationship Center… more
- City National Bank (New York, NY)
- …WHAT IS THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. ... it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed.… more