- Citigroup (New York, NY)
- …(mutual funds, SMAs, alternatives, ETFs, etc) + FINRA Securities Industry Essentials (SIE), FINRA Series 7 and Series 66 (or 65/63). + In-depth knowledge ... junior staff and contribute to a collaborative team environment. **Job Family Group:** Institutional Sales **Job Family:** Investor Sales **Time Type:** Full… more
- BMO Financial Group (New York, NY)
- …Strong understanding of trading procedures and broader regulatory and financial concepts. + Series 7 , 63, and 55 licenses required. + Strong quantitative ... to clients around the world. #bmocapitalmarkets Provides a markets-based suite of sales and trading solutions to Institutional , Corporate, and Retail clients.… more
- JPMorgan Chase (New York, NY)
- …related roadshows **Required qualifications, capabilities, and skills:** + Bachelor degree required. + SIE, Series 7 and Series 63 are required. + Minimum ... facilitate manager and investor document negotiations + Interact with CLO Issuers, Structuring, Sales throughout all phases of the deal + Cultivate and develop new… more
- Citigroup (New York, NY)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... Wealth at Work. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new… more
- JPMorgan Chase (New York, NY)
- …travel required + 4-year degree required; MBA, CFA, CIMA a plus. + FINRA Series 7 , 63. JPMorganChase, one of the oldest financial institutions, offers innovative ... nearly $200 Billion in alternative assets and manage over $1. 7 Trillion in assets for wealth managers worldwide. Our...the PWA client teams, including national accounts and field sales (external & internal). This role is responsible for… 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...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Bank of America (Staten Island, NY)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice… more
- JPMorgan Chase (New York, NY)
- …Qualifications, Capabilities, Skills** + Bachelor's degree required; MBA or CFA preferred + 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...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Scotiabank (New York, NY)
- …Calc and Intex DealMaker + Strong Word, Excel, PowerPoint and Bloomberg skills + Series 7 , 79 and 63 **Interested?** At Scotiabank, every employee is empowered ... products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products,… more
- Scotiabank (New York, NY)
- …Calc and Intex DealMaker + Strong Word, Excel, PowerPoint and Bloomberg skills + Series 7 , 79 and 63 **Interested?** At Scotiabank, every employee is empowered ... products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products,… more