- Bank of America (New York, NY)
- Alternative Investments Internal Sales Specialist New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Alternative-Investments-Internal- Sales - Specialist \_25032719) **Job Description:** At Bank of America,… more
- City National Bank (New York, NY)
- …with leads to nurture relationships and convert them into clients * Introduce interested Advisors to local Sales team and facilitate warm hand-off * Collaborate ... *BUSINESS DEVELOPMENT SPECIALIST * WHAT IS THE OPPORTUNITY? Are you a...career in an entrepreneurial environment and help make a sales impact? City National Rochdale, a specialized high-net-worth investment… more
- JPMorgan Chase (New York, NY)
- …including trusts and estates, loans, mortgages and deposits. As a Fixed Income Specialist within the Global Products and Solutions Group, you will work with a ... global team of Fixed Income Specialists who advise clients and advisors on positioning fixed income managed strategies in the context of market and strategy views.… more
- Bank of America (New York, NY)
- …generating balance and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors , Wealth Management Clients, GWIM ... Credit Product Specialist , Global Wealth & Investment Management New York,...LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities… more
- Neuberger Berman (New York, NY)
- …is seeking an Alternatives Specialist to join the North American Intermediary Sales team in the New York office. **Responsibilities** + Support of Alternatives ... Specialist Team and Client Advisors in all...of the Fund, including the Private Markets Investment Team, Sales Management, Client Advisors , and Marketing. +… more
- JPMorgan Chase (New York, NY)
- …is to know the portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated with the investment ... develop distribution strategy, targets and tactical plans. + Partner with the Client Advisors ("CAs") and, where appropriate, the consultant sales team, to pitch… more
- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers ... and Investment Advisors who serves clients in the high-net-worth segment, supporting...+ May act as a subject matter expert to Sales Support team + Coordinates with relationship mangers to… more
- JPMorgan Chase (New York, NY)
- …Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors , enhancing and maintaining our products, while providing them with best in ... industry platforms, solutions, and advice. The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our… more
- Bank of America (New York, NY)
- …term sheets, marketing materials and presentations + Liaise and interact with financial advisors , sales and support partners on a daily basis + Proactively ... UHNW Product Specialist (FX & FICC OTC Derivatives) New York,...research-driven strategic and tactical trading ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning… more
- Bank of America (New York, NY)
- Senior Product Specialist - Private Equity and Real Assets Sourcing and Origination New York, New York **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Senior-Product- Specialist Private-Equity-and-Real-Assets-Sourcing-and-Origination\_25029787) **Job Description:** At Bank of America, we… more