• Citi Wealth - Portfolio Consultant - AVP/VP

    Citigroup (New York, NY)
    …views in a clear and concise manner. + Define and present to the sales force Citi Private Bank's Regional Views in consultation with Citi Research regional analysts ... Private Bank Global Themes + Participate actively in region's Sales and Research Calls + Coordinate successful rollout of...and other Citi Private Bank Publications + Participate in Sales Calls with Clients and Prospects\ + Appropriately assess… more
    Citigroup (04/10/25)
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  • Senior Paralegal - Strategic Investments…

    TIAA (New York, NY)
    …to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview** ... Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre… more
    TIAA (05/21/25)
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  • ISG UHNW Portfolio Analyst

    Bank of America (New York, NY)
    …manager selection (traditional or alts), investment management or in a Wealth Management investment support/ sales role supporting Financial Advisors. + ... enterprise Specialists to ensure full scope of the client's wealth needs are met. + Partner with local Merrill...+ Market Analysis + Portfolio Management + Networking + Wealth Planning **Shift:** 1st shift (United States of America)… more
    Bank of America (06/05/25)
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  • KPB Client Relationship Associate

    KeyBank (Buffalo, NY)
    …experience process. **Responsibilities** + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for ... New York 14210 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be… more
    KeyBank (05/30/25)
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  • Private Client Manager II

    Bank of America (New York, NY)
    …Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial aptitude a ... must + Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon… more
    Bank of America (03/12/25)
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  • Senior Specialty Asset Advisor

    Wells Fargo (New York, NY)
    …with internal partners to deliver best in class client service + Advise Wealth and Investment Management leaders, key sales professionals, relationship managers, ... Advisor to join the Specialty Asset Management organization within Wealth & Investment Management. **In this role, you will:**...asset management for a large region of Wells Fargo Wealth and Investment Management + Capture sizable new specialty… more
    Wells Fargo (05/22/25)
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  • Head of Sales Enablement

    Neuberger Berman (New York, NY)
    We are looking for an experienced, business-oriented, Head of Sales Enablement to lead and manage the Salesforce.com platforms supporting our Global Institutional, ... Intermediary (Retail), and Private Wealth business lines. This role involves driving strategic evolution,...adoption of the CRM Platform, which is used across sales , client services, marketing, management, and analytics teams. The… more
    Neuberger Berman (04/13/25)
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  • Head of Income Partner Sales Alliance

    Nuveen Investments (New York, NY)
    The primary responsibility of the Head of Income Alliance Partner Sales is to identify, negotiate, develop and grow profitable relationships with strategic Income ... Alliance Partners - driving sales and revenue of lifetime income products by collaborating...+ Work closely with existing NRI channel leads, Nuveen Wealth and Institutional distribution teams, as well as TIAA/Nuveen… more
    Nuveen Investments (05/31/25)
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  • NASS - Canada Segment Sales (Hybrid)

    Broadridge Financial Solutions (New York, NY)
    …Broadridge team. This is a quota-carrying position for a seasoned financial services sales professional who has the ability to develop and maintain key client ... relationships, manage complex sales cycles and execute in the delivery of ...the financial services market, specifically the general workings of wealth management and capital markets broker/dealer operations, as well… more
    Broadridge Financial Solutions (05/28/25)
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  • National Sales Executive -Sell Side…

    Broadridge Financial Solutions (New York, NY)
    …Broadridge team. This is a quota-carrying position for a seasoned financial services sales professional who has the ability to develop and maintain key client ... relationships, manage complex sales cycles and execute in the delivery of ...the financial services market, specifically the general workings of wealth management and capital markets broker/dealer operations, as well… more
    Broadridge Financial Solutions (05/22/25)
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