- TD Bank (New York, NY)
- …for management of Administration, FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales/Service Support, and Data ... annual review processes, etc. + Executes FINRA Finance Principal and Marketing Principal responsibilities for TDPCW and TDWMSI. Regulatory requirement that Principal… more
- BMO Financial Group (New York, NY)
- …with new and existing clients and develop new client relationships. + Manages a client book and is accountable for the risk, profit & loss and limits for the ... book . + Builds positive client relations at all levels...in order to better serve client needs. + Develops marketing ideas and helps initiate transactions through appropriate presentation… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees $500B in assets, including $140B in private markets and ... strategy on business related matters, including, but not limited to marketing , deep client engagement, product development and sales/retention strategy. As a… more
- Harbor Group Management (New York, NY)
- …International (HGI) is a leading global private equity real estate investment manager , with $20 billion in assets under management. Our fully integrated platform ... decks, offering memoranda, PPMs, annual meeting and conference presentations, fund books , market updates, and investor letters. + Coordinate responses to investor… more