• Client Strategist, Coinbase Asset Management…

    Coinbase (New York, NY)
    …head of Marketing & IR. *What we look for in you (ie. job requirements):* * 7 + years of institutional sales experience at top tier global institutional ... Driving outbound selling of CBAM funds and strategies to institutional allocators across US Wealth, RIA, Family Office. *...Strong understanding of region marketing rules and regulations. * Series 3 or 7 . Role requires substantial… more
    Coinbase (07/26/25)
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  • Global Equities - High Touch Trading - Executive…

    JPMorgan Chase (New York, NY)
    …and strong decision-making capabilities. Preferred qualifications, capabilities, and skills: + Series 7 and 63 licenses required; additional certifications are ... the strategic direction and execution of equity trades on behalf of institutional clients, providing high-level market insights and ensuring adherence to best… more
    JPMorgan Chase (07/10/25)
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  • Wealth Market President (US)

    TD Bank (New York, NY)
    …for HNW, MA and/or Institutional clients + Certified Financial Planner (CFP) designation is preferred + Series 7 , Series 63 + 65 or 66 and Series 24 ... + Develops and executes Market oriented plans to achieve sales , revenue, and net asset growth objectives in investments,...in banking, lending and/or investments for HNW, MA and/or Institutional clients + 5+ years experience in People Leading… more
    TD Bank (08/26/25)
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  • Asset Management - Wealth Management Wirehouse…

    JPMorgan Chase (New York, NY)
    …and skills** + Bachelor's degree required + Two years of financial service experience and/or related sales leadership experience + Series 7 and Series 63 ... JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the...goals. We are in search of a dynamic, consultative, sales -oriented team member with a genuine passion for the… more
    JPMorgan Chase (07/03/25)
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  • Equities - High Touch Trading - Vice President

    JPMorgan Chase (New York, NY)
    …managing a team. + Ability to work in a fast-paced, high-pressure environment. + Series 7 and 63 licenses required; JPMorganChase, one of the oldest financial ... will be responsible for executing equity trades on behalf of institutional clients, providing strategic market insights, and ensuring best execution practices.… more
    JPMorgan Chase (07/05/25)
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  • Asset Management - Internal Client Advisor…

    JPMorgan Chase (New York, NY)
    …Capacity to build relationships across entire organization and with our partner firms + Series 7 and Series 63 **Preferred Qualifications, Capabilities, and ... JPMorgan Asset Management helps institutional and individual clients from all over the...aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by… more
    JPMorgan Chase (07/12/25)
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  • VP, FX Strategist, TD Securities

    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 ... 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 the Bank and… more
    TD Bank (07/26/25)
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  • Investment Banking Sr Analyst - Equity Capital…

    Citigroup (New York, NY)
    …control issues with transparency. **Qualifications:** + 1-3 years of relevant experience + Series 7 , 79 and 63 licenses + Consistently demonstrates clear and ... compared against recent market activity + Work closely with institutional investors & equity sales regarding company...Work closely with institutional investors & equity sales regarding company valuation, deal structure and terms, and… more
    Citigroup (07/11/25)
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  • Short Term Assignment - VP, Regulatory…

    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 ... US Equities franchise including ADR, US Equities Cash and Options, US Sales , Cross Asset Trading, Institutional Equity Research Sales , as well as our Prime… more
    TD Bank (08/09/25)
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  • Corporate Banker - Insurance (VP or Director)

    Citigroup (New York, NY)
    …to manage and work across a diverse and multi-country matrix structure + Series 7 and 63 licenses preferred **Education:** + Bachelor's degree/University degree ... acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Banker also serves as an intermediary in trading… more
    Citigroup (08/20/25)
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