- 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...degree + 7-10 years of demonstrated success in external sales with financial advisors and wire houses + Proven… more
- Wells Fargo (Los Angeles, CA)
- …a wide range of Wells Fargo Wealth Investment Management products to include investment sales , full balance sheet solutions and deposit balances + Act as an ... (or FINRA recognized equivalents) + Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business… more
- BlackRock (San Francisco, CA)
- …are a plus, but are not required. + A minimum of 3+ years investment or asset management experience. + Sales experience within asset management, wealth ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and… more
- PNC (Irvine, CA)
- …Team in the West Region. This position provides critical support for investment and sales professionals responsible for PNC's Institutional Asset Management ... with the team to provide a wide range of investment , client reporting, administrative, and sales support. Tasks include: * Prepare client reports, portfolio book… more
- Sands Investment Group (Los Angeles, CA)
- …will gain the foundational skills necessary to becoming successful Commercial Real Estate Investment Sales Brokers. The Program is heavily focused on developing ... not, can you fake it well? Are you passionate about Commercial Real Estate and/or Investment Sales ? Do you have your Real Estate Sales Agent License or are… more
- Sands Investment Group (Santa Monica, CA)
- …real estate brokerage firm that specializes in the buying and selling of Investment Sales properties for private investors and institutions across the United ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success Investment possibilities: Most brokers get into the business to… more
- Bank of America (Newport Beach, CA)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Google (San Francisco, CA)
- …offerings and compelling storytelling, while effectively navigating objections to secure investment and exceed revenue sales targets. + Clearly demonstrate ... Senior Account Executive, Large Customer Sales _corporate_fare_ Google _place_ San Francisco, CA, USA...8 years of industry experience in digital advertising, consultative sales , business development, or digital marketing, or 6 years… more
- Citigroup (Glendale, CA)
- …expand and improve Citi's existing product platform to determine changes in sales , investment , and portfolio construction strategies that isolate and capitalize ... and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales … more
- City National Bank (El Segundo, CA)
- …vs non-taxable) and portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, ... Education, or relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of...alternatives, partnerships) * Investment data reconciliation to… more