- 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
- JPMorgan Chase (New York, NY)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
- JPMorgan Chase (New York, NY)
- …conduct **Required Qualifications, Capabilities, and Skills** + Bachelor's degree required + Series 7 , 66 and Insurance licenses required for position; ... classes and markets. The desk covers some of the largest, most sophisticated, institutional -like clients in the US Private Bank, including family offices, hedge fund… 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 ... 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
- Citigroup (New York, NY)
- …degree or equivalent experience + Master's degree preferred **Job Family Group:** Institutional Sales **Job Family:** Investor Sales **Time Type:** ... other types of financial transactions in coordination with the Institutional Banking team. The Director Salesperson also serves as...have or be able to obtain required licenses including Series 3, 7 , 55 and 63 **Education:**… 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 ... fundraising experience (10+ preferred) + Established relationships with a spectrum of institutional investors and consultants + Proven sales experience and… more
- TD Bank (New York, NY)
- …controls, processes enhancements, investment platform, and wealth products experience required + Series 7 , 24, 66 (or equivalent) FINRA Registrations + ... services + Sits between traditional Retail Wealth Management and institutional trading and sales + Provides direct access to trading desks for equities,… more
- Truist (New York, NY)
- …individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 , 79, and 63 3. Proven analytical ability and attention to ... sales team to place asset-backed securities (ABS) with institutional investors in the new issue market and (ii)...team-oriented environment 6. Strong written and oral communication skills 7 . 1 year of related work experience since graduation… more
- Citigroup (New York, NY)
- …ability to multitask, be collaborative, a team player and service oriented + Series 7 , 63 and 79 licenses **Education:** Bachelor's degree/University degree or ... provides whole loan advisory and brokerage services to large institutional clients, including the GSEs. The group works closely...GSEs. The group works closely with mortgage trading & sales , legal, the investment bank and external deal parties.… more
- Citigroup (New York, NY)
- …work with teams and track business development (collect research, analyze industry trends) + Series 79, 7 and 63 licenses (can be obtained upon hire) ... both in the capital markets (where Citi places the financings with institutional investors) and lending facilities funded through Citi's commercial paper conduits… more