- M&T Bank (Syracuse, NY)
- …and Health (LAH) license is required.** **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated ... prospective clients to support follow-up activities with required servicing. + Support sales process by participating in preparing, planning and executing sales… more
- M&T Bank (York, PA)
- …office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank ... individual needs. + Meet or exceed established goals for assigned Market through sales activities and leveraging partnerships with Retail, to a limited degree,… more
- Wells Fargo (Mount Pleasant, SC)
- …grow your career" in the US **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of ... business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the … more
- BMO Financial Group (Santa Clara, CA)
- **_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO ... Senior Premier Relationship Manager is charged with managing and...with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations… more
- Marriott (Bethesda, MD)
- **Job Number** 24144057 **Job Category** Sales & Marketing **Location** Marriott International HQ, 7750 Wisconsin Avenue, Bethesda, Maryland, United States ... N **Relocation?** N **Position Type** Management **JOB SUMMARY** The Senior Manager, Card Acquisitions, is a member of the...growth for US Co-brand Consumer Cards, with focus on Affluent and Small Business audiences * Develop product growth… more
- Citigroup (Stamford, CT)
- Positions are located within the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth ... individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and… more
- City National Bank (Las Vegas, NV)
- …line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market . Interact with ... **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior...work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- Bank of America (Charlotte, NC)
- Credit & Banking Senior Product Manager Pennington, New Jersey;Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose ... Provides innovative value propositions and product solutions that address needs of the affluent and high net worth customer. Carries out product's strategic plan and… more
- Commerce Bank (Dallas, TX)
- …job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit growth, revenue ... within the parameters defined as the private banking target market + Identify opportunities for the sale of investment...solicit and close new business opportunities to meet specific sales and marketing goals + Ability to collaborate with… more
- Bank of America (New York, NY)
- …by client segment- eg, develops business case and priorities to streamline mass affluent /HNW for UHNW + Develops senior executive ready communications and ... strategy. The ISG Strategy & Transformation Executive is a senior leader within the Investment Solutions Group, responsible for...ready **Skills:** + Business Acumen + Product Management + Sales Strategy + Scenario Planning and Analysis + Strategy… more