- 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)
- …investment professional with Alternative Investments knowledge, exceptional relationship management , communication and influencing skills, and strong sales ... the Global Head of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate… 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