- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Bank of America (New York, NY)
- …Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is advancing firmwide adoption of Generative AI to enhance investment processes and deliver operational efficiencies across our global platform. We ... improvement - aligned to the AI roadmap owned by the Head of AI. + Investment process enablement: Partner with investment teams to integrate AI into research… more
- JPMorgan Chase (New York, NY)
- …their information needs. This dedicated team collaborates closely with our Product Investment Specialists and Client Advisors to create, curate, and maintain RFPs, ... also offers the opportunity to learn about JPMAM's extensive range of investment products across the Equities, Multi-Asset Solutions and Alternatives space. The role… more
- Coinbase (New York, NY)
- …At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the next 2-3 meetings during ... of our business, such that they can represent the investment team and our investment process across...you (ie. job requirements):* * 7+ years of institutional sales experience at top tier global institutional asset manager.… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- KeyBank (Tarrytown, NY)
- …financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center ... clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the … more
- TD Bank (Middle Village, NY)
- …term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored ... investment and insurance strategies and products to meet their...financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD… more
- Amalgamated Bank (New York, NY)
- …Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics + Actively promote the Bank ... the branch and handing out information when necessary + Participate in off-site sales calls, branch networking, and community and CRA activities + Resolve customer… more
- Justworks (New York, NY)
- …will manage a team of channel experts and collaborate closely with Analytics, Sales , Finance, Marketing Operations, and Product Marketing to drive growth and ensure ... and the ability to translate data into actionable strategy and investment decisions. You'll spearhead our channel efficiency, incrementally, and investment… more