- JPMorgan Chase (New York, NY)
- As a Vice President in High Grade Credit Sales , you will be responsible for maintaining and developing key investor client relationships, including day-to-day ... range of clients (asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, corporations, hedge funds etc.) along with idea generation and… more
- Foresters Financial Services (Westbury, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Westbury, New...registered investment adviser services, practice management support and innovative technology. " Cetera Financial Group… more
- EPAM Systems (New York, NY)
- …problems. Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this ... one or more of the following areas: retail banking, wealth management , asset management , or...markets **Requirements** + 10+ years of experience in P&L, Sales , Account Management roles + 10+ years… more
- House of Blues (New York, NY)
- …like you then please read on! THE JOB The Director, Healthcare Sponsorship Sales role will be responsible for the prospecting, presenting, closing, and upselling ... sponsorship team at industry meetings/summits. + Work with account management team to create & grow a Healthcare-themed virtual...THIS PERSON WILL BRING + 7+ years of sponsorship sales / solution-based marketing programs with a minimum of… more
- Bank of America (New York, NY)
- …Solutions Advisor - SD Financial Center New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind… more
- JPMorgan Chase (New York, NY)
- …requirements definition, and value management . + Experience in asset or wealth management , with a strong understanding of industry-specific CRM requirements ... the vision and own the strategic roadmap for Asset Management 's global sales enablement platform, including Salesforce... productivity and processes end to end. + Asset Management , Wealth Management , or other… more
- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...+ Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the Private Wealth Investment Group seeks to… more
- Neuberger Berman (New York, NY)
- …prior CRM experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management , financial products, and services. + Exceptional written and ... NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned … more
- M&T Bank (Mamaroneck, NY)
- …Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... Profile customers and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice… more