- Bank of America (Katonah, NY)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money… more
- Bank of America (Brooklyn, NY)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money… more
- Anywhere Real Estate (New York, NY)
- …team, supporting the Managing Director, Marketing Project Director, and Senior Project Manager . The position interfaces regularly with top-producing sales teams, ... + Oversee reporting, database maintenance, and agenda planning for marketing and sales initiatives. + Track deliverables, timelines, and marketing budgets to ensure… more
- JPMorgan Chase (New York, NY)
- …individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and ... solutions with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for… more
- TD Bank (New York, NY)
- …managing US Wealth's suite of investment products including investment management, brokerage , annuities (fixed, indexed, and variable) and structured products + ... Manages investment management product including strategies and manager 's available on the platform + Manages solicitation policy for all products and services + Owns… more
- City National Bank (New York, NY)
- …coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and ... and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income...of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with… more
- HUB International (Melville, NY)
- …Wholesale Division. This individual will serve as the primary relationship manager for Professional Employer Organization (PEO) accounts, acting as a trusted ... advisor to retail brokers, internal sales teams, and PEO partners. The ideal candidate will...and regulatory environments. + Experience working in a **wholesale brokerage ** or **employee benefits MGA** is highly preferred. +… more
- Citigroup (New York, NY)
- …errors, management of OSJ files, etc + Review and approval of new brokerage and managed accounts + Review and dispositioning of designated supervisory reports + ... not limited to, Compliance, Legal, AML, Regional Business Risk, Regional COO and Sales Management + Assist with ad-hoc projects and/or workflow testing as assigned… more
- Citigroup (New York, NY)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing clients in...financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry… more