- JPMorgan Chase (Los Angeles, CA)
- …in front of managers, clients and investors. + 6+ years of experience in investment sales , alternative investment due diligence, alternative ... investment banking capabilities of the firm. **About** **Global Alternative Investment Solutions** Global Alternative ...private credit and real estate + Proven experience in investment management sales ; experience within a capital… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Principal Financial Group (San Francisco, CA)
- …senior leaders and investment team members - across traditional and alternative investment offerings. + Client-facing opportunities and career path towards ... goals. This is your chance to work collaboratively across with institutional sales , consultant relations, relationship management and investment professionals in… more
- ServiceNow, Inc. (Santa Clara, CA)
- …specialty solutions area to lead solution win + Experience as an AE, or in alternative sales / customer service role + Understanding of business sales ... our purpose to make the world work better for everyone. The Solution Sales Manager will oversee market success of ServiceNow's Employee Experience products. These… more
- Wellington (San Francisco, CA)
- …Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment /alternatives ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...degree + 7-10 years of demonstrated success in external sales with financial advisors and wire houses + Proven… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...Americas Institutional Group (AIG) within the Client Platform Institutional Sales team focusing on the Western US region and… more
- Citigroup (San Francisco, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account… more
- Citigroup (Downey, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account… more
- Bank of America (Newport Beach, CA)
- …+ Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more