- JPMorgan Chase (Irvine, CA)
- …Qualifications, Capabilities and Skills** + 5+ years of successful direct sales or relationship management - focused on International Treasury Management and ... lending, trade finance and foreign exchange) + Executive presence and consultative sales acumen; ability to develop advisory relationships with clients and prospects… 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...tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on… more
- Bank of America (Monterey, CA)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities, and new client development. + Strong ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (Chico, CA)
- …+ Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities and new client development + Achieved ... $100k-$5mm. Key responsibilities include identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that… more
- The Hartford (San Francisco, CA)
- …of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing ... emerging technologies. This team will leverage The Hartford's deep institutional knowledge and resources through collaboration and transparency by focusing… more
- Nuveen Investments (San Francisco, CA)
- …Their key duties include: + Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information ... world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed...requests, providing technical sales support, and acting as a primary point of… more
- The Hartford (San Francisco, CA)
- …of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing ... emerging technologies. This team will leverage The Hartford's deep institutional knowledge and resources through collaboration and transparency by focusing… more
- Principal Financial Group (Bakersfield, CA)
- **What You'll Do** In our Institutional Trust and Custody Customer Care team, the role of **Relationship Manager -** **Principal Custody Solutions** develops lasting ... plan sponsors, finance contacts, trustees, and third-party administrators that are in our institutional space. This role is the strategic partner to our clients to… more
- Comerica (San Diego, CA)
- …Position Qualifications + Bachelor's degree from an accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 ... be responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of… more
- Nuveen Investments (Fresno, CA)
- …functions and internal reporting. This role will also work closely with Investment Managers that play a crucial role in acquisitions, dispositions and ongoing ... investment underwriting. This role completes ad-hoc projects as required....to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company… more