- Amazon (Dallas, TX)
- …Our Capital Markets customer base spans a broad spectrum of financial services organizations: Buy-Side: Hedge funds, asset managers, wealth managers, and ... home, there's nothing we can't achieve in the cloud. AWS Sales , Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth… more
- JPMorgan Chase (Dallas, TX)
- …is a global leader across investment banking, wholesale payments, markets and securities services . The world's most important corporations, governments and ... liquidity in markets around the world. Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and… more
- Truist (Webster, TX)
- …of retail solutions including banking, mortgage, planning, investments, and insurance services . Leverage the Truist referral network to generate client acquisition ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should… more
- City National Bank (Houston, TX)
- …General Securities Rep * Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services . * Excellent ... to the Royal Bank of Canada (RBC) Rochdale Private Investment Counseling Service including the RBC Rochdale portfolio analysis and proposal process (Galaxy… more
- Guardian Life (Austin, TX)
- The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing ... owner clients. **You will** Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability… more
- City National Bank (Houston, TX)
- …abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and ... * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. * Facilitate and… more
- JPMorgan Chase (Austin, TX)
- …of appropriate investment products + Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support ... coordination of sales effort with Capital Advisors, Trust Officers and Wealth...Adhere to internal and external policies and procedures regarding securities transactions and code of conduct + Provide guidance… more
- JPMorgan Chase (Dallas, TX)
- …Life Sciences clients. You will collaborate closely with credit underwriting, treasury sales , client service , and other functional areas to provide comprehensive ... a focus on business relationships + Understanding of Commercial Banking products and services with knowledge of the region + Ability to mobilize internal networks… more
- Edward Jones (Pflugerville, TX)
- …experience within the securities /financial services industry + Financial services and/or sales experience + Financial services registration, ... fee was required for consideration 2 As your new asset compensation and commissions increase over the first five...a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning… more
- JPMorgan Chase (Plano, TX)
- …In this role, you will partner with teams such as Client Service , Sales /Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, ... Associate II in Billing Operations, you will provide proactive, consultative services to internal stakeholders and clients, taking end-to-end ownership of client… more