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Keywords: Client Experience Sales Specialist, Location: New York City, NY

Page: 6

Internal, Direct Indexing and Model Portfolios Specialist

into post-licensed S&P DJI indexed investment solutions Build strong relationships internally with Sales, Client Service, IIS...: Undergraduate degree required Min 3 years in financial services, ideally with experience in: investment sales, portfolio strategy...

Posted Date: 05 Mar 2025
Salary: $125000 - 145000 per year

Associate Director, Direct Indexing and Model Portfolios Specialist

initiatives. You will work together with an internal specialist and external strategist to direct sales identification and drive... in financial services, ideally with experience in: sales, portfolio strategy, investment advisory, investment consulting, and RIA...

Posted Date: 05 Mar 2025
Salary: $145000 - 170000 per year

Licensed Customer Care & Retention Specialist

YOU on our team! Why This Role Rocks: As a Licensed Customer Care & Retention Specialist, you’ll be at the heart of client success... or sales experience preferred – but if you're eager to learn, we’ll train you! ✔️ Property & Casualty and/or Life & Health...

Posted Date: 05 Mar 2025
Salary: $75000 - 105000 per year

Investment Specialist Sr. Lead

and develop sales programs aligned with regional team and client needs and objectives. Help develop and manage pipeline for new... client or sales team member. Influence a wide range of CPB personnel by applying expertise in product specialty. Help Private...

Company: Citigroup
Location: New York City, NY
Posted Date: 02 Mar 2025

Investment Specialist Lead

and develop sales programs aligned with regional team and client needs and objectives. Help develop and manage pipeline for new... client or sales team member. Influence a wide range of CPB personnel by applying expertise in product specialty. Help Private...

Company: Citigroup
Location: New York City, NY
Posted Date: 02 Mar 2025

Specialist II, Business Technology Support

Company: US6469 Sysco Payroll, Division of Sysco Resources Services, LLC Sales Territory: None Zip Code: 08837... of experience and other factors. You may be eligible to participate in the Company's Incentive Plan. BENEFITS INFORMATION...

Posted Date: 28 Feb 2025

Global Entertainment Brand Partnerships Activation Sr Specialist, Video Strategy and GTM

in everything we do, including in advertising. We believe that advertising, when done well, enhances the customer experience with delightful... any other media platform at scale. We seek an Activation Sr. Specialist lead to join the Global Entertainment Brand Partnerships...

Company: Amazon
Location: New York City, NY
Posted Date: 28 Feb 2025
Salary: $104100 per year

MSIM- International Equity- Junior Portfolio Specialist, Marketing- Analyst/Associate

a team of Portfolio Specialists who coordinate all client servicing activities and serve as primary contacts for clients... seeking a Junior Portfolio Specialist/Marketing Associate to join the team in New York. The Junior Portfolio Specialist...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 28 Feb 2025
Salary: $100000 - 125000 per year

Accounts Payable Specialist (Legal)

Our top rated law firm client is seeking an Accounts Payable Specialist with a minimum of 5 years’ experience... to be a part of their Accounting and Finance team working out of their New York office. The Accounts Payable Specialist...

Company: SourcePro Search
Location: New York City, NY
Posted Date: 28 Feb 2025

Fixed Income Product Specialist

and client facing strategist to address questions on existing product and product development from the internal sales force... Vast knowledge on the internal workings of the Distribution and Investment lines of business Experience in client facing...

Posted Date: 27 Feb 2025

Wealth Management Specialist - NR

, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP...

Company: Bank of America
Location: New York City, NY
Posted Date: 27 Feb 2025
Salary: $28.5 - 48.08 per hour

Managing Director, Private Market Investment Specialist Role

our enthusiasm for delivering a first-class client experience through an engaging and proactive client relationship approach... engagement, product development and sales/retention strategy. As a Managing Director, Private Market Investment Specialist...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 26 Feb 2025

Product Specialist - Financial Risk Analytics

Market Intelligence Responsibilities and Impact: As a Product Specialist in Financial Risk Analytics... (FRA), you will function as a subject matter expert and play a pivotal role during the sales process. You will support the FRA commercial team...

Posted Date: 25 Feb 2025

Vice President Product Solutions - AI & Data Specialist

Extensive experience working in a sales cycle and engaging with clients on new ideas. Experience modifying preconfigured...-centric strategies. As a leader in solutioning, collaborate closely with the Sales teams to deliver tailor-made product...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 23 Feb 2025

Senior Product Solutions Associate - AI & Data Specialist

opportunities. You draw from research and client feedback to develop unique product solutions in partnership with Sales...-solving on a team within a cluster of products Experience supporting the sales cycle by producing sales decks, training...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 21 Feb 2025

Senior Global Transaction Specialist

with Sales & RM, Product, and Strategy teams Join Sales teams in client meetings, lead strategic dialogues on global..., Small Business) Demonstrated client-facing experience in growing accounts and deepening relationships Experience...

Company: U.S. Bank
Location: New York City, NY
Posted Date: 21 Feb 2025

Enterprise Provisioning Specialist

and experience are a good fit for any of our openings. Your Role: As part of the Enterprise Onboarding Team, the Enterprise..., provide guidance on best practices, and drive implementation progress. Provisioning Specialists are trusted client advisors...

Company: Global Relay
Location: New York City, NY
Posted Date: 21 Feb 2025
Salary: $80000 - 110000 per year

Prin. Customer Engagement Specialist

. As a Customer Engagement Specialist, you will take on a pivotal role in advancing our customer base in the US. As part of a Customer... within your region. You'll be a part of a Global team, and a key partner to sales, product and engineering teams. In order to be the...

Company: Medtronic
Location: New York City, NY
Posted Date: 21 Feb 2025
Salary: $112000 - 168000 per year

International Private Bank- Lending Specialist- Senior Associate

Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale... and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 20 Feb 2025

Technical Customer Success Specialist

ability to nurture client relationships. If this sounds like you and you have at least 2 years of experience in a similar role... studies Ability to work in our NY office twice a week Requirements: 2+ years experience in a client facing role...

Posted Date: 20 Feb 2025
Salary: $90000 - 100000 per year