- JPMorgan Chase (Garden City, 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
- City National Bank (New York, NY)
- …*Required Qualifications** * Bachelor's Degree or equivalent * 3 to 5 years of experience in investment sales and/ or internal sales support * 3 to 5 years ... make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive and… more
- Neuberger Berman (New York, NY)
- … activities for the platform. The individual will work closely with the investment , marketing, sales , legal, finance and operations teams to meet the ... **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management. The private equity group… more
- M&T Bank (Buffalo, NY)
- …**Education and Experience** **Required:** Associates' degree and a minimum of 2 years' investment or insurance sales experience, or in lieu of a degree, ... higher education and/or work experience, including a minimum of 2 years' investment or insurance sales experience FINRA Series 7, 63 and 65 or 66 licenses… more
- M&T Bank (Buffalo, NY)
- …of 6 years' higher education and/or work experience, including a minimum of 4 years' investment or insurance sales experience FINRA Series 7, 63 and 65 or 66 ... affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… 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 ... in the ELITE system, communicate/prepare financials and approval packages for the Investment Committee, and direct research projects. **What You'll Do:** + Sourcing… more
- Citigroup (Smithtown, NY)
- …fail to maintain these standards. Qualifications: + 15+ years of experience + Extensive investment sales experience; prior investment sales management ... Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship… more
- Google (New York, NY)
- …offerings and compelling storytelling, while effectively navigating objections to secure investment and exceed revenue sales targets. + Clearly demonstrate ... Principal Account Executive, Large Customer Sales _corporate_fare_ Google _place_ New York, NY, USA...11 years of industry experience in digital advertising, consultative sales , business development, or digital marketing, or 8 years… more
- TD Bank (New York, NY)
- …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to ... who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage...for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more
- TD Bank (West Babylon, NY)
- …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + Required Licenses & Registrations: SIE, Series 7, Series ... who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage...model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more