- Bank of America (Commack, NY)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Bank of America (Newburgh, NY)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 09 **The Team:** Founded by the world's leading investment banks, Visible Alpha, now part of S&P Global, is dedicated to creating ... market since 2015. Our employees are the backbone to creating and delivering investment research solutions. Our team operates in a continuous mode of experimentation… more
- JPMorgan Chase (New York, NY)
- …other teams on issues related to Cash Equity trades: eg Product Control, Sales , Sales Support, Cash and Derivative Settlements, Client Services, Reconciliations, ... Services Team is a part of the Corporate and Investment Bank which is a global leader across ...Investment Bank which is a global leader across investment banking, wholesale payments, markets and securities services. The… more
- Scotiabank (New York, NY)
- …Treasury Management Officer (TMO) you will partner closely with Corporate & Investment Bankers (CIBs) while managing a specific portfolio with annual revenues ... client experience and lead business process reviews aligned to key client sales opportunities. + Partner with internal product stakeholders to represent client… more
- Kestra Financial (Wappingers Falls, NY)
- …report generation, and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and investment objectives; ... advisor position and prepare to service clients independently + Identify sales and asset retention opportunities, including viable alternatives when traditional… more
- JPMorgan Chase (New York, NY)
- Join the Control Management Organization, which reports to both the Commercial & Investment Bank (CIB) Chief Financial Officer and the Oversight and Control Office. ... As a Rates & FIF Trading Control Manager within the Commercial & Investment Bank, you will oversee and govern the control environment, facilitate Front Office… more
- TD Bank (Brooklyn, NY)
- …or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- JPMorgan Chase (New York, NY)
- The Capital Advisory Group ("CAG") sits within Global Sales & Marketing and is comprised of Capital Introduction & Consulting. We advise hedge fund founders on their ... on hedge fund strategies to help allocators with their investment decisions, CAG helps both sides build stronger, more...Group works closely with the Prime Finance & Alternatives Sales teams. **Job Responsibilities:** + Advise hedge fund managers… more
- SAP (New York, NY)
- …to foster relationships and influence partners to enhance their sales strategies, co-innovation projects, and implementation approaches. Additionally, you will ... CX and strategic Partner Managers to execute partner business plans, promoting investment in SAP's Cloud solutions and accelerating demand generation efforts. +… more