- BMO Financial Group (Barrington, IL)
- Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of ... investment management and administration to ensure compliance. Works collaboratively...execution of strategic initiatives to deliver on business and financial goals. + Recommends business priorities, advises on resource… more
- BMO Financial Group (Chicago, IL)
- …or CFA preferred. **Preferred Attributes:** + Prior experience at a private credit manager , credit-focused placement agent, or investment bank. + Experience with ... We are seeking a seasoned and highly connected sales professional to join our Asset Management team...direct lending strategy, which flows through several types of investment structures including commingled funds, SMAs, CLO's, and co-investments.… more
- PNC (Chicago, IL)
- …client relationships. Provides superior client experience. + Works closely with senior sales team, relationship managers, investment bankers, traders and other ... Relationship Building, Corporate Finance, Decision Making, Equity Trading Systems, Financial Accounting, Investments, Investment Strategies, Trading Strategies… more
- Fifth Third Bank, NA (Chicago, IL)
- …date and request assistance for further development needs. + Consistently meet or exceed investment sales and referral goals as set by management, working in ... financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with...partnership with Investment Executive. + Initiate and maintain customer and prospect… more
- KeyBank (Chicago, IL)
- … financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center ... client relationships through knowledgeable advice that is aligned to the clients' financial goals. The ARM works to identify growth opportunities in an existing… more
- Marriott (Chicago, IL)
- … and Group Sales within the Sales Office. * Serves as the sales contact for the General Manager , property leadership team, Group Sales and Area ... revenue strategies and setting aggressive goals that will drive the property's financial performance. * Verifies Sales team understands and is leveraging… more
- BMO Financial Group (Joliet, IL)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest ... and performance targets for new asset sales , joint appointments, fee-based sales , and financial planning. + Implements business development strategies to… more
- Lenovo (America, IL)
- …Profit Manager **General Information** Req # WD00086811 Career area: Sales Support Country/Region: United States of America State: North Carolina City: ... Business (SMB) Category organization. This role is responsible for optimizing financial performance across multiple sales routes, managing gross-to-net budgets,… more
- Neuberger Berman (Chicago, IL)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad… more
- Bank of America (Elmhurst, IL)
- …partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...Has at least one year experience working in the financial service industry and/or a sales environment… more