- JPMorgan Chase (New York, NY)
- At JP Morgan Asset Management , we provide investment solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The ... and tested investment philosophies, consistently applied, within a robust risk management framework. We provide investment strategies across regions, sectors, styles… more
- S&P Global (New York, NY)
- …Marketing and Client Services. **Specific Responsibilities of a Senior Sales Specialist will include:** + Meet individual and team growth goal / quota which ... + Partner closely with other internal stakeholders, such as Product Management , Market Development, Legal and Client Support teams. **Compensation/Benefits… more
- S&P Global (New York, NY)
- …knowledge experts. **Responsibilities & Impact:** These roles drive revenue growth and client retention by working with Sales, Relationship Management , Product ... + Master the specific technical knowledge of each Product Specialist domain in order to advise clients and prospects...product, content and delivery enhancements. Partner closely with Product Management , legal and client support teams to… more
- Broadridge Financial Solutions (Edgewood, NY)
- …contact to cultivate and sustain strong, positive relationships. The Key Account Specialist will handle complex client issues, lead strategic conversations, ... way, come join the Broadridge team. The Key Account Specialist is responsible for overseeing and managing the service...preferred. + Minimum of 4 years experience in a client service, account management , or related financial… more
- Guardian Life (New York, NY)
- … Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... with advisors on case design, strategy, and implementation for client portfolios + Partner with research and due diligence...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities… more
- Bank of America (New York, NY)
- …sales and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work ... + Completion of or progress toward CFA/CAIA **Skills:** + Client Management + Client Solutions...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Win (Women In Need) (Brooklyn, NY)
- Title of Position: Income Building Specialist /Employment and Education Specialist FLSA Status: Non-Exempt Department: Social Services Reports to: Manager, Income ... the Position Salary: $27.55 per hour The Income Building Specialist (IBS) is responsible for providing employment services, ranging...by Win. *Refer clients to training programs based on client 's goals and experience. *Ensure linkages with the New… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 12 **About the Role:** Equities Sales Specialist **The Team:** This is an appointment in S&P Global's North American EDA ... candidate will have experience in financial markets, direct selling, account management and/or the ability to manage complex relationships. **Responsibilities and… more
- Win (Women In Need) (Brooklyn, NY)
- …seeking guidance in career development, job training, educational opportunities, and wealth creation. Responsibilities: Client Engagement: + Actively engage ... Title of Position: Youth & Young Adult Income Specialist FLSA Status: Non-Exempt/Part Time Department: Income Building Reports to: Income Building Manager Salary:… more
- JPMorgan Chase (Garden City, NY)
- …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible for helping the Banker win new… more