- Broadridge Financial Solutions (New York, NY)
- … sales reports and supporting correspondence, including the utilization of the sales management tool [Salesforce.com]. + Attend trade shows, conferences or ... firms. + Independently oversee and complete all aspects of the sales process, from pre-qualification to completion. The position requires high-level interaction… more
- Citigroup (New York, NY)
- …Partner closely with the Global Head of Alternative Investments (product) and Segment Sales Leadership to incorporate Alternatives into client conversations and ... experienced investment professional with Alternative Investments knowledge, exceptional relationship management , communication and influencing skills, and strong sales… more
- Broadridge Financial Solutions (New York, NY)
- …others along the way, come join the Broadridge team. The Manager, Corporate Segment Controllership will play a key role in the Global Accounting Operations ... The role will report into the Senior Director, Corporate Segment Controllership and will work closely with the various...as teams across FP&A, Shared Services, Treasury, Technology, HR, Sales & Marketing, Legal, as well as other areas… more
- Citigroup (New York, NY)
- …demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management . + Strong knowledge of trust principles, financial planning ... individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing skills, and strong sales experience.… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...referral opportunities to grow portfolio + Refer opportunities to segment partners where appropriate (including, but not limited to… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...integral to the partnership with Investment Solutions to enable sales teams to deliver the breadth of the Citi… more
- M&T Bank (New York, NY)
- …net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, ... coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners,...the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell… more
- US Bank (New York, NY)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment,...sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series… more
- M&T Bank (Hauppauge, NY)
- …net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, ... coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners,...the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell… more
- S&P Global (New York, NY)
- …This role is reporting into the Head of North America Sell Side D&R Sales . **Responsibilities and Impact:** + Develop and implement sales strategies for the ... + Exceed new business target through new customer acquisition and greenfield sales (add-ons, expansion opportunities, upsells). + Manage new business sales … more
Recent Jobs
-
Student Intern Neuroscience Med Surg PRN
- Community Health Systems (Fort Wayne, IN)
-
Senior E/E & Semiconductor Engineer - Infrastructure python engineer
- Capgemini (San Jose, CA)
-
Cyber Security Analyst - Threat Researcher
- SMBC (Charlotte, NC)
-
Manager, Quality Assurance (QA), Global QMS
- Rhythm Pharmaceuticals (Boston, MA)