Latest Financial Services Sales Process jobs in New York

48 Financial Services Sales Process Jobs in New York

Personal Banker- Regional Valley Bank - New York, NY, United States expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff 5 days ago
Client Accounting and Finance Manager JOOPITER - New York, NY, United States the development of improved processes and policies to support financial discipline across the business. Resolving Sales Tax adjustments and refunds as appropriate. Manage all AP and AR for the business. Process Yesterday
Senior Associate, Client Strategist BNY Mellon - New York, United States of related experience, preferably in financial services, or equivalent advance degree. Good problem solving skills and the ability to understand complex problems a must with previous experience performing Competitive 3 days ago
Investment Operations Associate Cambium Group - Rye Brook, NY, United States . Job Description: As an Investment Operations Associate, your primary responsibility is to provide comprehensive support to Financial Advisors, facilitating the sales process and ensuring smooth day-to-day Yesterday
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Personal Banker- Kew Gardens, NY Valley Bank - New York, NY, United States standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions 2 days ago
Fire Service Sales Rep - Hybrid Johnson Controls International - Hauppauge, New York , communication, and inspection.   How you will do it:   As a Service Sales Representative you will manage the entire sales process, from uncovering opportunities, developing solutions/value propositions, preparing Yesterday
Sales Executive Artemis Talent Group Ltd - , NY, United States base in NAM. Focused on New Business Acquisition you will need a hunter mentality to drive success in the Sales process. You need to be driven and self-motivated to reach out to your network and within Yesterday
Strategic Account Executive Stott and May - , NY, United States experience and knowledge of financial services regulations or regulatory technology are ideal but not essential. Ability to manage a technically complex sales process involving a multitude of stakeholders 2 days ago
Sales Director LMA - New York, United States and referrals with senior management at leading global financial institutions. Work with the Regional Head of Sales to manage the end-to-end sales process for all opportunities including initial client $170k - $210k 2 days ago
Internal Wholesaler Manning & Napier - Rochester, NY, United States and, at times, in-person meetings highlighting Manning & Napier’s products and value proposition Provide exceptional proactive service to existing financial advisor relationships Maintain consistent follow up 2 days ago

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