- US Bank (New York, NY)
- …the team by producing research, preparing marketing materials, and coordinating sales campaigns geared at Alternative Investment Managers. Additional ... from Day One. **Job Description** _Delivers and successfully implements marketing and sales support related programs into US Bancorp sites within a specific business… more
- CBRE (New York, NY)
- …and expenses, and other management issues that could affect development + Coordinating with Investment Sales / Capital Markets on the marketing and sale of ... Trammell Crow Company - 2026 Summer Associate Program - Development Investment Job ID 237701 Posted 09-Sep-2025 Service line REI Segment Role type Full-time Areas of… more
- KeyBank (Cohoes, NY)
- … Investment Services business, this individual is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer ... will serve as a proactive member of the Key Investment Services Team by being an initial sales... Investment Services Team by being an initial sales and service contact for new and existing clients.… more
- Siebert Williams Shank (New York, NY)
- …Williams Shank is an independent, non-bank financial services firm that offers investment banking, sales and trading, research, advisory, and asset management ... Siebert Williams Shank (SWS) is conducting a search for an experienced Investment Grade Credit Trader with deep expertise in electronic trading platforms… more
- Publicis Groupe (New York, NY)
- …in this role + Diverse backgrounds and experience are welcome including Agency Planning/ Investment , Media Sales , Consulting and/or Media Client Side + Basic ... and will be a part of the Local Video Investment Team. This team works collectively to ensure that...at APEX! If you learned about media from the sales or agency side, that's great but we do… more
- Reliant Community Credit Union (Sodus, NY)
- …and regulatory standards. + Manages calendars, correspondence, and documentation for the investment sales team. Reliant's benefits package includes: + 401k ... is required. + 2+ years of experience in financial services, preferably in investment sales or advisory capacity. + Series 7,6, 66, 63, 65, and NYS Insurance… more
- Siebert Williams Shank (New York, NY)
- …Sales desk. We are a fast-growing, top-ranked financial services firm that provides investment banking, sales , trading and research services to a broad and ... SWS is a perennial leader as a co-manager of investment -grade corporate debt, a named dealer on more than...agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital… more
- City National Bank (New York, NY)
- …Minimum 5 years of investment related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 *Additional ... Qualifications* * The SFA shows demonstrated success in an investment product sales role over a multi-year period. * Strong understanding of financial planning… more
- JPMorgan Chase (New York, NY)
- …+ Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales ... **Primary Function** As an Investment Specialist you are responsible for helping the...and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections, negotiation, team selling… more
- JPMorgan Chase (New York, NY)
- …+ Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections, negotiation, team selling… more
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