- Citigroup (New York, NY)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter and ... for the client experience in banking and investments for peers and manager , identifies process improvements to address client friction points and associated training… more
- 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
- S&P Global (New York, NY)
- …the Role:** **Risk & Valuation Services (RVS) Revenue Team - Americas** **Senior Sales Specialist** **The Team:** This is an exciting opportunity to join the Risk ... role in the RVS Revenue organization. As a Senior Sales Specialists you will manage a small team demonstrating...markets gained via experience at a financial institution, asset manager or financial data / technology firm; + Strong… more
- JPMorgan Chase (New York, NY)
- …the training field or branch administrator in financial services + Understanding of wealth management business, sales force, and investment products + Knowledge ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...to clients' specific needs. As a Client Service Group Manager in JP Morgan Advisors, you will be responsible… more
- HSBC (Buffalo, NY)
- …the planet we all share. This role is primarily accountable for outbound client sales and deposit gathering. The role will also engage in satisfying client reviews ... and complete product renewals and maintenance as applicable. This sales support function is responsible for the coordination and completion of key sales and… more
- TD Bank (Nanuet, NY)
- …activities to achieve sales and referral goals + Advanced understanding of wealth products and services + Strong verbal and written communication skills + Strong ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a...model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more
- Wells Fargo (New York, NY)
- …role:** The **Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... and independent advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a consistent and seamless… more
- Broadridge Financial Solutions (New York, NY)
- …along the way, come join the Broadridge team. This (Vice President, Account Executive) sales role is a result driven (New Logo BR Go-Getter) and strategic role ... of account executives, who achieve and exceed key performance indicators, including sales quota targets. Responsibilities will include enabling and motivating the … more
- TD Bank (Brooklyn, NY)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year ... with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves...model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more
- Bank of America (Pittsford, NY)
- …Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more