- Pioneer Bank (Albany, NY)
- TITLE: Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President - Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE ... to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for...all types of deposit services and seeks to convert service discussions to sales opportunities. + Delivers… more
- Deloitte (Jericho, NY)
- …Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider + ... Senior Consultant - Capital Markets Operations and Technology Our...or committees + Lead internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives,… more
- Deloitte (New York, NY)
- …Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider + ... to build credibility with and add value to our clients. As a Senior Consultant , you will have opportunities to: + Serve as primary client contact or workstream… more
- M&T Bank (Buffalo, NY)
- …Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and...clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + *Provide services by advising… more
- M&T Bank (Buffalo, NY)
- …Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... comprised of generally smaller and less complex accounts. Use sales tools and modules to conduct the analysis and...clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide services by advising… more
- S&P Global (NY)
- …Analytics, or a related field. + Proven experience in product support or customer service , preferably in a market analytics or sales performance environment + ... promptly and effectively. Additionally, this role will work collaboratively with both Sales and Product teams to provide VOC for an improved customer experience.… more