- Bank of America (Staten Island, NY)
- …+ 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
- City National Bank (New York, NY)
- …Qualifications** * Bachelor's Degree or equivalent * Requires 3 to 5 years of experience in investment sales and/ or internal sales support * 3 to 5 years ... Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial...* Attend PM strategy meetings and provide input on marketing and sales objectives. WHAT DO YOU… more
- Wellington (New York, NY)
- … initiatives. + Create the processes and systems to deliver actionable insights to sales teams. + Collaborate closely with marketing to enhance the advisor ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...Demonstrates the ability to partner closely with technology, finance, sales , marketing and Client & Product Strategy… more
- BlackRock (New York, NY)
- …client servicing and product implementation, in addition to thought leadership, and marketing / sales enablement initiatives. **Why is your role important?** The ... asset management firms and a premier provider of global investment management, risk management and advisory services to institutional,...team in the pursuit of product growth. + Support Sales & Marketing activities including pitch book… more
- Coinbase (New York, NY)
- …At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the next 2-3 meetings during ... deliver investor support, in concert with CBAM's Director of Marketing and IR. A Strategist must understand the nuances...of our business, such that they can represent the investment team and our investment process across… more
- BlackRock (New York, NY)
- …to meet the unique needs of our clients including relationship management, marketing , sales , client service, and product development and management. ... **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail… more
- US Bank (New York, NY)
- … warm leads and qualified referrals from across the organization + Centralized marketing support, local marketing , and sales enablement tools including ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more
- Neuberger Berman (New York, NY)
- …globally, across brand marketing , corporate communications, content and channel marketing , and with investment professionals and senior leadership, to ensure ... culture of creativity, collaboration, and continuous improvement. + Collaborate with marketing , communications, and investment teams to understand business… more
- Citigroup (New York, NY)
- …risk guidelines + On-site prospect/client interactions, client maintenance, and support of sales / marketing initiatives + Stay abreast of trends and news, ... Citi Investment Management (CIM) is a group within Citi...and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM… more
- Deloitte (New York, NY)
- …begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least ... you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.?… more