- M&T Bank (Monsey, NY)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- Citigroup (Paramus, NJ)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- Lincoln Financial Group (Paramus, NJ)
- …ability to build both technical and leadership skills. * Demonstrated strong relationship management skills with internal clients (eg senior management, peers ... Lincoln's capital. **The Role at a Glance** As a Senior Reinsurance Accounting resource, you will manage staff, help...monthly and quarterly financial close process. * Understand the relationship of applicable systems and data required to account… more