- 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
- BlackRock (New York, NY)
- …relationships and work with all levels of personnel within BlackRock, including investment teams, global sales teams, marketing, operations, risk, legal and ... role** Global Product Solutions (GPS) is at the forefront of shaping BlackRock's investment platform. We design, innovate, and deliver the full spectrum of … more
- S&P Global (New York, NY)
- …Alpha Head of Global IB. **Responsibilities and Impact:** As a Visible Alpha Sales Specialist for Investment Banking, you are responsible for driving adoption ... via desktop, bulk delivery or API via data distribution channels to Investment Banks. In addition to sales , you are working closely with D&R Sales and… more
- CIBC (New York, NY)
- …+ Gather, interpret and share intelligence/feedback from corporate, industry, and investment sources with Research, Equities Sales /Trading and Equity Derivatives ... generating business for CIBC's Equities business collaborating with the Equity Sales , Equity Trading, Equity Derivatives, Prime Services and Equity Research teams… more