- JPMorgan Chase (New York, NY)
- …knowledge in a rotational program that includes roles in Funds Management, Institutional Sales , and Marketing within our Asset Management Client Teams. As a 2026 ... business and then be placed with a team in sales support, marketing, business management, strategy or training. This...you. JP Morgan Asset Management designed a YouTube video series to help future talent better understand what is… more
- US Bank (New York, NY)
- …across the organization + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social ... media, email, and sales enablement tools **_Learn more in our digital handbook_**...preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7… more
- Nuveen Investments (New York, NY)
- …by reviewing industry publications, and contributes to overall Insurance team with sales and client service ideas, best practices and learned industry knowledge. + ... + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63 **Physical Requirements** + Physical Requirements: Sedentary… more
- Neuberger Berman (New York, NY)
- …is seeking an Alternatives Specialist to join the North American Intermediary Sales team in the New York office. **Responsibilities** + Support of Alternatives ... of the Fund, including the Private Markets Investment Team, Sales Management, Client Advisors, and Marketing. + Present Neuberger's...ideas effectively both orally and in written form. + Series 7, 63 and 65 or Series … more
- JPMorgan Chase (New York, NY)
- …by being completely aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by focusing on timely ... Skills** + Bachelor's degree + Self-starter with passion for sales and the financial markets + Proven results shown...across entire organization and with our partner firms + Series 7 and Series 63 **Preferred Qualifications,… more
- NBT Bank (Williamsville, NY)
- …equivalent education and experience + Minimum 3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of investment and ... dealer advisory platforms Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance...20% Develops and executes individual business plan to meet sales goals and maintain minimum assigned levels of production… more
- Bank of America (Brooklyn, NY)
- …of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... that a passing score is received for the missing series within 60 days. + Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- BMO Financial Group (New York, NY)
- …strategies to grow client share and increase revenue. + Collaborate with sales , trading and research teams across the platform for seamless client service. ... to support coordination. + Manage risk related to pricing, sales , and trading, balancing the Bank's risk appetite with...regulatory requirements, pricing, and hedging strategies. + Required licenses: Series 7, 63, and 55. Need for Series… more
- Bank of America (Katonah, NY)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... that a passing score is received for the missing series within 60 days. * Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Bank of America (Great Neck, NY)
- …of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... that a passing score is received for the missing series within 60 days. * Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more