- M&T Bank (Syracuse, NY)
- **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. **Primary ... 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 (Williamsport, 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
- BMO Financial Group (Lakewood, CO)
- …**Lakewood** **Branch** **_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
- Wells Fargo (Los Angeles, CA)
- …benefits package. Apply today. **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part ... business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the … 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
- BMO Financial Group (Denver, CO)
- …supports their development, and manages poor performance.Develops, maintains, and executes a market plan, including sales strategies, to achieve sales ... **_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and... customers, prospects and centers of influence within the market . + Reinforces sales processes and client… 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
- MassMutual (Springfield, MA)
- …Business Planning Services to advisors in the field. + Partner with the Senior Consultants in addressing case load volume concerns during peak volume time periods, ... including cases for affluent and high net worth individuals. + Assist Advisors...CCU service design, taking business capabilities, cost, speed to market , innovation, and other critical objectives into account. +… more
- Audi (CA)
- …product offering, and other services; and that the retail network is generating qualified sales lead to target levels in order to achieve the region sales ... events or other activations to achieve spend Conduct monthly assessment of sales plan and aftersales plan performance, conduct monthly alignment sessions with… more
- Truist (Charlotte, NC)
- …and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a ... the community * Expected to be the expert level " market moving" advisor with ability to handle the most...met where needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Truist (Atlanta, GA)
- …and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a ... in the community Expected to be the expert level " market moving" advisor with ability to handle the most...requirements are met where needed Five plus years of sales and client management experience in Wealth Management and… more
- Marriott (Bethesda, MD)
- **Job Number** 24063635 **Job Category** Sales & Marketing **Location** Marriott International HQ, 7750 Wisconsin Avenue, Bethesda, Maryland, United States ... report to the Sr. Director of Acquisition for Mass Affluent & Premium Co-branded Cards and will support the...On Property. This role will work closely with the Senior Managers of Co-brand Acquisitions as well as with… more
- Mastercard (Harrison, NY)
- …expert in delivering presentations and creating business cases, effective in engaging Sales and Loyalty teams, highly motivated, can operate in a fast-paced ... building out new travel and non-travel solutions * Gather market data and insights to identify new market...and develop benefits that enhance the value propositions of Affluent Travel, Commercial, SME and Fintech * Work closely… more
- American Heart Association (Irving, TX)
- …management to a team of fundraisers and support staff. We have a fast-paced sales type of environment with the main responsibility of driving revenue in support of ... and build new, corporate and community partnerships, and partnerships with affluent individual donors and foundations. + Cultivate major donors, securing large… more
- Wells Fargo (New York, NY)
- …a **In this role, you will:** + Work under the guidance of a senior Private Mortgage Banker to produce high quality jumbo residential mortgage loans that meet ... Wells Fargo Home Mortgage guidelines + Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank store, past… more