- Neuberger Berman (New York, NY)
- We are looking for a self-directed, experienced technology project manager with strong private wealth and/or asset management experience to support NB's ... documentation. + Strong writing and communication skills. + Experience in Private Wealth Technology is highly desirable. + PMP certification is not required but… more
- Neuberger Berman (New York, NY)
- …Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional, and Intermediary businesses of the firm, managing a diverse ... Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer will serve as the primary liaison… more
- HUB International (New York, NY)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 ... acquisitions. We are currently seeking a **Strategic Field Resource Manager (SFRM)** to join our Employee Benefits Department. This...play a vital role in the development of our sales culture, driving new business results and will work… more
- Parity (New York, NY)
- …energy waste. THE ROLE: We are looking for an energetic and motivated Senior Account Manager ready to expand their sales career at the intersection of the ... will be presenting Parity at all levels of the sales process and will be responsible for conducting key...offers a comprehensive health benefits package - health is wealth ! + Flexible work environment: This role will be… more
- KeyBank (NY)
- …advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing ... clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the … more
- Arrow Financial Corporation (Saratoga Springs, NY)
- …professional to join the Capital Region Retail Banking team as a: Float Assistant Branch Manager This opportunity may be perfect for you if you have experience in: > ... Relationship Building and Sales > Excels in a detail-oriented, regulatory environment >...policies and procedures and management reporting. Supports the Branch Manager and helps lead the branch team. The Float… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the Private Wealth Investment Group seeks to… more
- Comerica (New York, NY)
- …years of experience managing a portfolio of clients + 3 years of financial sales experience Vice President, Relationship Manager IV, Technology and Life Sciences ... Job Description Relationship Manager , Technology and Life SciencesThe Relationship Manager...Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions.… more
- Scotiabank (New York, NY)
- Senior Audit Manager , US Loan Review **Requisition ID:** 210150 **Salary Range:** 117,400.00 - 224,700.00 _Please note that the Salary Range shown is a guideline ... equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign… more
- Bank of America (New York, NY)
- …Advisor - SD Financial Center New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...experience working in the financial service industry and/or a sales environment where goals were met or exceeded +… more
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