- Broadridge Financial Solutions (New York, NY)
- … sales reports and supporting correspondence, including the utilization of the sales management tool [Salesforce.com]. + Attend trade shows, conferences or ... firms. + Independently oversee and complete all aspects of the sales process, from pre-qualification to completion. The position requires high-level interaction… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management & Investment Solutions (WMIS) is...Qualifications, Skills and Capabilities: + 5+ years of cash management sales and relationship management … more
- TD Bank (New York, NY)
- …market access, and execution services + Sits between traditional Retail Wealth Management and institutional trading and sales + Provides direct access to ... experience + 10+ years of related experience + 7+ years of extensive wealth management , controls, processes enhancements, investment platform, and wealth … more
- Ballston Spa National Bank (Ballston Spa, NY)
- …five to ten years' experience in business development in the wealth management and financial services industry. Proven sales and leadership abilities in the ... Ballston Spa, NY, USA | Wealth Management Solutions | 80,000-125,000 per year Base salary plus annual incentive based on goal attainment | Full Time |… more
- JPMorgan Chase (New York, NY)
- …managing investment and non-investment products, solutions, and services across wealth management . This includes areas such as sales & trading, brokerage, ... executives. Your primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating and… more
- Neuberger Berman (New York, NY)
- …fixed income, and alternative investment strategies, as well as reviews of private wealth management , trust company, sales distribution and supervision, ... to large institutional investors. This includes separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds, UCITS Funds,… more
- Santander US (New York, NY)
- …12+ Years of experience in a lending; credit, Treasury Management , Private Wealth Management sales training or financial services position. - Required. ... Make:** The Commercial Banking Relationship Manager will be responsible for the sales , service and retention of complex and profitable Commercial relationships. The… more
- BlackRock (New York, NY)
- … team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and portfolio ... interested in Financial Technology who has experience working with Wealth Management clients across complex relationships. **Key... in the US. + Work closely with senior sales management team to generate prospect client… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors....to a collaborative team environment. **Job Family Group:** Institutional Sales **Job Family:** Investor Sales **Time Type:**… more
- S&P Global (New York, NY)
- …product development strategy, focusing on a suite of indexing solutions designed for Wealth Management . + Conduct market research and competitive analysis to ... support new product initiatives and strategic sales efforts. + Meet with current and potential clients...The role provides exposure to multiple products across the Wealth Management industry such as asset managers,… more