- Principal Financial Group (New York, NY)
- …delivering unparalleled client experiences, fortifying and deepening relationships with our institutional client base. In conjunction with the Relationship ... clients preferred + At least one year, preferably two, meeting directly with institutional clients as the relationship representative highly preferred + FINRA… more
- BlackRock (New York, NY)
- …overall development. **Qualifications:** + 7+ years of established track record in institutional relationship management + Passion for the financial markets, ... investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024,...to meet the unique needs of our clients including relationship management, marketing, sales , client service, and… more
- M&T Bank (New York, NY)
- …management to set the example for and serve as a mentor to other Institutional Fixed Income Sales . Also responsible for actively cultivating referral network and ... develop information concerning their businesses and requirements, evaluates deposit and investment information and makes relationship recommendations. + Meet… more
- JPMorgan Chase (New York, NY)
- …contribution/retirement and institutional asset management clients. + Strong relationship -building skills across sales , marketing, and other functional ... their objectives. The Vice President is a member of the North America Institutional & Retirement Marketing team, which focuses on understanding client needs and… more
- US Bank (New York, NY)
- …related experience to employee benefit plans, insurance trusts, or custody portfolios to institutional investors - Strong business development and sales skills - ... and maintains relationships with numerous sources of new business including investment consultants, investment managers, third party administrators, attorneys,… more
- JPMorgan Chase (New York, NY)
- …you will actively engage in maintaining and developing relationships between the global investment desks and the US institutional distribution teams. You will ... development and sales /retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you will play a crucial… more
- Scotiabank (New York, NY)
- …products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, ... Associate, Investment Banking, Financial Sponsors Group - US **Requisition...yield bonds and leveraged loans. Role will also include relationship management and cross collaboration such as: + Coordinating… more
- Citigroup (New York, NY)
- …+ Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker + Leverage existing client ... Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- Raymond James Financial, Inc. (New York, NY)
- …responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by ... managing an investment department or unit. Take responsibility for developing and...to enable overall corporate strategy. Develop and implement a relationship management plan for strategic, complex, global existing accounts… more
- BlackRock (New York, NY)
- …enterprise to strengthen and grow client relationships. **Key Responsibilities** + Lead relationship management and institutional sales efforts with ... in the US This individual will lead strategic account management, drive institutional sales efforts, and cultivate deep partnerships across client organizations.… more
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