- Broadridge Financial Solutions (New York, NY)
- …through leadership, product expertise and strategy design to our successful and growing Wealth Product Sales team with a specific focus on Operations ... along the way, come join the Broadridge team. Broadridges Wealth Solutions division is bringing a suite of data-driven...to provide the necessary expertise and support during the sales process including legal, finance, product specialists… more
- Citigroup (New York, NY)
- …Alternatives globally + Partner closely with the Global Head of Alternative Investments ( product ) and Segment Sales Leadership to incorporate Alternatives ... Wealth 's client segments (Citigold/ Citigold Private Client, Wealth at Work and Private Bank), product ...Sales Material - work with Alternatives Research and Product teams to develop and enhance internal and external… more
- Citigroup (New York, NY)
- …Education & Training - Intimately understand the current Planning offerings; partner with Product and Segment teams to schedule and lead internal training ... Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, financial planning concepts… more
- US Bank (New York, NY)
- …experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and ... 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 positioned for… more
- Citigroup (New York, NY)
- …of five interconnected businesses - **Services** , Markets, Banking and International, Wealth and US Personal Banking. **Services** sits at the core of Citi's ... commercial bank mid-market companies and investment managers. The **Financial Institutions (FI) Sales Head** is the global sales leader focused on Payments,… more
- Scotiabank (New York, NY)
- …Simplify the sales experience + Build internal efficiencies + Streamline product -related processes and procedures + Supports the Director - US Business Deposit ... Products, the Product Owner(s), Sales teams, partner teams and...the existing deposits portfolio to determine typical customer behavior, product mix, competitive data, segment /industry trends etc.… more
- Scotiabank (New York, NY)
- …internal partners + Supports the Director - US Business Deposit Products, the Product Owner(s), the GTM and Commercialization teams, Sales teams, partner teams ... + Analyzing the existing deposits portfolio to determine typical customer behavior, product mix, competitive data, segment /industry trends etc. to identify and… more
- S&P Global (New York, NY)
- …the broader Tax Solutions team. This role will require collaboration with the global Sales , Commercial and Product teams and requires a candidate with a ... recognized and exciting company names across all industries. **Responsibilities and Impact:** The Sales Director will be a member of the high growth Tax Solutions… more
- Broadridge Financial Solutions (New York, NY)
- …products procedures and organization. Key Responsibilities Include: + Expanding/modernizing our product offering while interfacing with solutions, sales and ... operations, growing the business while achieving financial targets, driving sales and marketing and building our roadmap. You will...hemisphere. You will lead and influence a team of product , development and QA associates and be responsible for… more
- Scotiabank (New York, NY)
- … Product Managers, Commercialization and Go-To-Market (GTM) functions, Deposit Specialists and Sales + Develop product strategy and business plans to secure ... and growing Sales and revenue + Conduct and update regular product reviews and risk assessments in line with regional and cross-jurisdictional governance +… more
- Citigroup (New York, NY)
- …+ Residential Mortgage experience required + Established book of business + Proven product sales capability is required. + FHA/VA & conventional loan experience ... Education: + Bachelor's/University degree or equivalent experience **Job Family Group:** Consumer Sales **Job Family:** Consumer Product Sales **Time Type:**… more
- Santander US (New York, NY)
- …- Required. 12+ Years Experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - Required. ... Commercial Banking Relationship Manager will be responsible for the sales , service and retention of complex and profitable Commercial...sells all bank products and direct the coordination of product partners in the attainment of business plans. *… more
- Bank of America (New York, NY)
- …mortgage guidelines. The RRES has a minimum of 10 years experience in sales /underwriting within the residential real estate wealth management business. He/she is ... ensure a holistic approach, the RRES facilitates structure and pricing of the product (s) that best fits the clients overall financial objectives. In addition, he/she… more
- Wells Fargo (New York, NY)
- …an Internal Advisor Recruiter to join our Advisor Recruiting team within Wealth and Investment Management. The Advisor Recruiting department is charged with leading ... Growth Strategy functional area, identifying and selecting best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace… more