- Aristotle Capital Management, LLC (Los Angeles, CA)
- …and client success.We are currently seeking a Senior Vice President, Regional Director - Wealth Management to join our team.The SVP , Regional Director - ... will assist the Company and its affiliates with their sales and marketing efforts within the wealth ... experience: requiredPrior experience as an internal and external sales professional: requiredSolid, consistent, and progressive work … more
- Citigroup (New York, NY)
- The role of ' ** SVP , Sales Growth and Productivity** **'**...analyses related to the growth and design or our Wealth at Work Sales organization. ... with all parts of Citi Global Wealth at Work including business heads, sales teams, business managers, product managers, and function owners. The role… more
- Citigroup (New York, NY)
- …Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth at Work is designed ... Citi Global Wealth brings together the full power of Citi...work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets… more
- Citigroup (New York, NY)
- **The Organization:** Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around the world. ... Citi Global Wealth prides of its commitment to service and its...with cross-functional stakeholders, including bankers, Treasury, product specialists, and sales teams + Collaborate closely with system owners to… more
- Citigroup (Short Hills, NJ)
- …team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets of team members to maximize ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services and wealth management. Our core activities are safeguarding assets, lending money, ... and expected behaviors that illustrate how our employees should work every day to be successful, strengthening our ability...of data for Securities Services. **Job Description** As the SVP of Strategic Client Coverage for the Data Digital… more
- Citigroup (Miami, FL)
- …team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets of team members to maximize ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Aristotle Capital Management (Denver, CO)
- …and client success. We are currently seeking a Senior Vice President, Regional Director - Wealth Management to join our team. The SVP , Regional Director - ... will assist the Company and its affiliates with their sales and marketing efforts within the wealth ...sales professional: required + Solid, consistent, and progressive work history: required + Bachelor's degree from accredited college… more
- Berkshire Bank (Boston, MA)
- … Advisor **Location** : Boston, MA **Division:** Asset Management **Department:** Berkshire Wealth Management **Reports to:** SVP , Wealth Management ... but not limited to, skills, prior relevant experience, and specific work location._ **Location:** Boston, MA **Purpose/Objective** **:** Assists in implementing and… more
- HUB International (Portland, OR)
- …superior technical and stakeholder management skills. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things ... close action items assigned by the RPW COO or SVP -ISO. + Manage the RPW pre close calls with...with a focus on RPW specific applications, marketing and sales tools currently being utilized including CRM systems and… more
- Citigroup (New York, NY)
- …Retail Bank and Wealth products. This individual contributor role will report into SVP , Digital Sales and would lead a Digital P&L function across a Product ... + Define and lead the end-to-end Post Login digital sales strategy across Lending, Retail or Wealth ...description provides a high-level review of the types of work performed. Other job-related duties may be assigned as… more
- Somatus (Mclean, VA)
- …patients and partners. **Showing Up for You** We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version ... this sound like you? **Showing Up Somatus Strong** We foster an inclusive work environment that promotes collaboration and innovation at every level. Our values… more
- Berkshire Bank (Providence, RI)
- …Planner **Location** : Providence, RI **Division:** Asset Management **Department:** Berkshire Wealth Management **Reports to:** SVP , Wealth Management ... but not limited to, skills, prior relevant experience, and specific work location._ **Location:** Providence, RI - 100 Westminster St **Purpose/Objective** **:**… more
- Somatus (Mclean, VA)
- …patients and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of ... this sound like you? Showing Up Somatus Strong We foster an inclusive work environment that promotes collaboration and innovation at every level. Our values bring… more
- S&P Global (Southfield, MI)
- …and most of the business functions. The cross-functional team reports into an SVP and handles the most challenging, but equally exciting projects and tasks in ... and development leads, and central functions such as Finance, Sales and Marketing._ _It is therefore a great chance...manage a diverse range of programs + Ability to work with a wide range of individuals representing a… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... with a unique geographic footprint that puts capital to work for our clients across industries! We work...of loans and provide recommendations to the VP &/or SVP Credit or Senior Credit Committee. Tasks include: portfolio… more
- Somatus (Charlotte, NC)
- …patients and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of ... you? Showing Up Somatus Strong We foster an inclusive work environment that promotes collaboration and innovation at every...This position will partner with the market VP and SVP Provider Engagement, Divisional Vice President to develop and… more
- Scotiabank (New York, NY)
- …accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day ... initiatives without compromising quality. + Demonstrated leadership and ability to work autonomously or collaboratively. + Proven track record in strategy… more
- Scotiabank (New York, NY)
- …accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day ... initiatives without compromising quality. + Demonstrated leadership and ability to work autonomously or collaboratively. + Proven track record in strategy… more
- Somatus (Mclean, VA)
- …patients and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of ... you? Showing Up Somatus Strong We foster an inclusive work environment that promotes collaboration and innovation at every...for our population health and other product offerings. The SVP of Finance will be responsible for working with… more