- BlackRock (New York, NY)
- …designations such as CFA Charter preferred + Has, or is willing to obtain, the Series 7 , 63, and 3 licenses **Competencies:** The ideal candidate will possess ... the unique needs of our clients including relationship management, marketing, sales , client service, and product development and management. Professionals within AIB… more
- TD Bank (New York, NY)
- …degree is an asset + 7 + years of US product/investment industry knowledge + Series 7 , 24, 66 (or equivalent) FINRA Registrations + Experience with the wealth ... operations including product life cycle, quality, technical support, marketing programs and sales support + Oversees the creation of product roadmaps to illustrate… more
- Truist (New York, NY)
- …+ Master's degree in finance or equivalent science/academic field. + Strongly preferred: FINRA Series 7 , 52, 53 + Strong knowledge of trading floor rules and ... and managing risks within Truist Public Finance and Municipals origination and sales and trading businesses. This position will be responsible for leading a… more
- The Estee Lauder Companies (New York, NY)
- …and territories under brand names including: Estee Lauder, Aramis, Clinique, Lab Series , Origins, MAC, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, ... retailer opportunities *Responsible for creation of all Brand Presentations for Sales and Retailer meetings including video/presentation assets, as well as regional… more
- TD Bank (New York, NY)
- …& Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics. + Series 7 and 63 + 5- 7 Years of related experience ... who can provide you more specific details for this role. **Job Description:** The VP Sales and Trading TDS develops an institutional investor base in the US to fund… more
- Truist (New York, NY)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 , 79, 63 3. 7 -10 years of related work ... new business opportunities. 4. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation. 5. Leads… more
- KeyBank (Tarrytown, NY)
- …and business development experience with proven results required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified ... and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more
- Principal Financial Group (New York, NY)
- …relationship representative highly preferred + FINRA licensing, including the SIE or equivalent, series 7 , 63 required or ability to obtain **Skills That Will ... clients + Demonstrated ability to collaborate effectively with consultant and sales teams, delivering exceptional client experiences while expanding engagement with… more
- BlackRock (New York, NY)
- …field; relationship management or sales experience. + BA/BS degree required. + NASD series 7 , 63 and 65 securities licenses (or 66) required. + Clean ... value to our clients, most notably BlackRock's US Wealth Advisory sales and distribution teams. **Role Description:** A Relationship Management Associate's primary… more
- Principal Financial Group (New York, NY)
- …and energy + Strategic and tactical as well as attention to ongoing details + Series 7 & 63, Life Insurance certification required within 90 days of employment ... relationships with a spectrum of institutional investors and consultants + Proven sales experience and pipeline development, preferably in the Eastern US and Canada.… more