- 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)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, ... audits, and financials related to critical and complex wealth initiatives. The role requires a deep understanding of Investment product management and its… 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)
- **Responsibilities for this position include (but are not limited to) the following:** + Work closely with all members of the Escrow Team and the Escrow Business ... marketing, delivery and servicing of the Escrow Agent Product to Citi Wealth clients nationwide. + Negotiate escrow agreements for new transactions, adhering closely… more
- HUB International (Hoboken, NJ)
- …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
- 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