- JPMorgan Chase (New York, NY)
- …alignment with the firm's strategic objectives. Serve as a trusted advisor to clients, providing strategic insights and solutions. + **Data-Driven Insights:** ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- T. Rowe Price (New York, NY)
- …a team of sales professionals who are responsible for driving Alternative Investment Sales with Targeted Advisors. + Collaborate with leaders of dedicated ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...generalist field sales teams to identify strategic opportunities with firms that… more
- City National Bank (New York, NY)
- …and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials ... team, the division, CNB, and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current… more
- JPMorgan Chase (New York, NY)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also… more
- Neuberger Berman (New York, NY)
- … advisor /COI engagement while helping to optimize external territory sales coverage and deliver the overall client experience. **Responsibilities** + Partner ... with Advisor Consultants to maximize overall sales /fundraising efficiency...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the… more
- Deloitte (Jericho, NY)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… more
- Neuberger Berman (New York, NY)
- Reporting to the Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is ... to partner with the Client Advisor (external wholesaler) to promote and... (external wholesaler) to promote and sell Neuberger Berman investment products through RIAs within a specific geographic region.… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...the Global Distribution Enablement Lead is to work with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to… more
- Bank of America (Buffalo, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and ... investment teams, with access to a deep breadth of...a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more