- 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
- Citigroup (New York, NY)
- …+ Ability to work effectively in a team-oriented environment + Ability to travel + Series 7 , 66, 31 **Job Family Group:** Private Client Product Services **Job ... and hedge fund investment knowledge, exceptional relationship management, communication and sales skills, and a strong focus on execution. **Key Responsibilities:**… 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
- JPMorgan Chase (New York, NY)
- …equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required), and ... options to access their accounts 24 hours a day/ 7 days a week. **Job responsibilities** + Delivers an...skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship … more
- JPMorgan Chase (Garden City, NY)
- …staff **Required Qualifications, Capabilities, and Skills** + Bachelor's degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of... of complex investment products + Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth… more