- 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
- Amalgamated Bank (New York, NY)
- …+ FINRA Series 63 & 65 or Series 66 + Minimum 3 years of investment sales experience, including a demonstrated track record of building and developing ... to commercial and retail prospects, with an emphasis on socially responsible investment solutions. The person is expected to meet production goals which will… more
- JPMorgan Chase (New York, NY)
- …in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales , Structured Derivatives) + Self- starter with the ability ... Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio (JPMCAP), Strategic Investment Services (STRATIS), Investment Counseling Service (ICS), and… more
- Neuberger Berman (New York, NY)
- …strategies via consultant databases. The team partners with the Consultant Relations Team, Sales , investment teams and other business support functions to meet ... excellence within the Marketing Group, responsible for supporting the firm's marketing and sales efforts through the distribution of content and data on the firm's… more
- Insight Global (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...model/experience for Wealth clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client… more
- Bank of America (Buffalo, NY)
- …+ 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
- JPMorgan Chase (New York, NY)
- …written communication, large group presentation, and interpersonal skills, including prior sales experience. + Proficient in investment performance, performance ... share and compare ideas around the globe. Our equity investment processes are founded on tried and tested ...investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management… more
- City National Bank (New York, NY)
- …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