- BlackRock (New York, NY)
- **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... plan of attack and develop a strong pipeline of opportunities to drive Aladdin Wealth Enterprise sales in the US. + Work closely with senior sales management… more
- Citigroup (Smithtown, NY)
- …leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors ... individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales . The Wealth ...individuals), and other functions supporting wealth advisory sales . The Wealth Regional Director is directly… 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 ... banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management & Investment Solutions (WMIS) is a global wealth … more
- BlackRock (New York, NY)
- …to external clients and digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses, private ... investing, pension solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech (AWT) team partners with wealth management clients to… more
- JPMorgan Chase (New York, NY)
- …of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales , Structured Derivatives) + Self- ... The mission of JP Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team...qualifications, capabilities, and skills** + CFA is preferred. + Sales background is preferred. + Experience in Portfolio Construction… more
- Wellington (New York, NY)
- …preferably in a similar role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management firm. + Extensive background ... the Global Distribution Enablement Lead is to work with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to...sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global… more
- Citigroup (New York, NY)
- …the Global Head of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate ... includes approximately $28B in AUM. The Global Head of Alternative Investments Sales manages a team of ~20 global investment professionals responsible for… more
- HSBC (Flushing, NY)
- …for overall sales culture, operational, and servicing activities of the wealth center in conjunction with Wealth Center personnel. Contributes to overall ... footprint and local 'Right To Win' opportunities + Ensure Wealth Center meets and exceeds established sales ...Ensure Wealth Center meets and exceeds established sales and revenue goals through robust activity management, while… more
- TD Bank (New York, NY)
- …of Business:** TD Wealth **Job Description:** The Head of Distribution, US Wealth leads a function of consolidated strategic, sales and support functions ... Field Leadership Teams to develop and implement high performance sales strategy across the Wealth business creating an integrated, holistic approach to sales… more
- Citigroup (New York, NY)
- …most transparent Citi customer experience. + Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth through the ... The Wealth Mgmt Group Manager is accountable for management...responsibilities, setting vision and productivity goals, overall market profitability, sales , operations, recruiting/salesforce growth, and adhering to all regulatory… more