- City National Bank (New York, NY)
- …all required account documentation is collected and completed. * For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations ... work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...team's "book of business", with the FA focused on sales , client service responsibilities, and teaming with CNB colleagues… more
- Neuberger Berman (New York, NY)
- …assets (as of March 31, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge funds-on ... the Private Wealth channel. Reporting to the Head of Sales Enablement, this role is focused on enhancing the...Wealth CRM Administrator will be part of a broader Sales Enablement team, responsible for improving the sales… more
- Bloomberg (New York, NY)
- …years of experience in financial modelling of cross asset instruments, including fixed income , equities, FX, Commodities, structured products and OTC ... Enterprise Service, Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044995 **Description & Requirements** Bloomberg… more
- Reynolds & Reynolds (Albany, NY)
- …professionals to join our consulting team. Our superior software solutions, our award-winning sales , service, and support have made us one of the most recognized and ... will build trust that will further drive consulting services sales . If you are looking for an opportunity to...bonuses after the 6-9 month training period. Total targeted income after training (including base and bonuses) is $80,000+.… more
- Neuberger Berman (New York, NY)
- …assets (as of March 31, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge funds-on ... for the platform. The individual will work closely with the investment, marketing, sales , legal, finance and operations teams to meet the needs of existing and… more
- Wells Fargo (New York, NY)
- …Sales & Trading + Equities **Research & Strategy** + Equity Research + Fixed Income Strategy + Economics **Origination** + Municipal Products - Public Finance ... may be placed in one of the following businesses: ** Sales & Trading** + Macro + Commodities + Municipal...the trading desk in managing risk + Supporting senior sales representatives in building relationships with our clients +… more
- MUFG (New York, NY)
- …the FR2004 reporting, will support the Fed's FOMC Operations, and will support the Fixed Income primary and secondary trading businesses. This person will be ... for the Flow Products Rates and Credit Trading Desks and Institutional Investor Sales Desks. RESPONSIBILITIES + In depth knowledge of the various FR2004 reporting… more
- JPMorgan Chase (New York, NY)
- …leading investment solutions. Our wide array of financial strategies - equity, fixed income , cash management, currency, asset allocation, and alternative asset ... goals. We are in search of a dynamic, consultative, sales -oriented team member with a genuine passion for the...aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by… more
- Principal Financial Group (New York, NY)
- …Experience withmulti-manager & multi-asset class portfolios including alternatives, equities, and fixed income asset classes and other institutional investment ... Range Information** Salary ranges below reflect targeted base salaries. Non- sales positions have the opportunity to participate in a...have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives,… more
- TIAA (New York, NY)
- …This job has responsibility for representing all investment solutions (public and private fixed income , public and private equity, real estate, and real assets) ... by reviewing industry publications, and contributes to overall Insurance team with sales and client service ideas, best practices and learned industry knowledge. +… more