- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Citigroup (New York, NY)
- … Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, financial planning concepts ... Citi Wealth services a large number of UHNW relationships...lending opportunities. This individual will also work closely with Sales leadership to help identify client engagement opportunities to… more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...+ Strong ability to identify, qualify, shape and close sales opportunities and achieve sold revenue targets + Outstanding… more
- Neuberger Berman (New York, NY)
- …Salesforce Administrator to overall drive adoption and maintain support for the Private Wealth channel, reporting to the Head of Sales Enablement. The role ... part of a wider Sales Enablement team, responsible for improving the sales & marketing processes across our Private Wealth , Institutional, and Intermediary… more
- Neuberger Berman (New York, NY)
- …$463 billion in client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. ... Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform is… more
- M&T Bank (Hauppauge, NY)
- …and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... of the client based on the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell the full array of financial… more
- BMO Financial Group (New York, NY)
- Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship ... a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts as… more
- TIAA (Ithaca, NY)
- …Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Due Diligence, ... ** Wealth Management Advisor** Supported with a robust array...participate in competitive variable compensation package (paid on external sales , book of business, and balanced performance metrics) with… more
- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a "wall straddler"… more