- 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
- TD Bank (New York, NY)
- …off required for all Marketing material that identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational excellence and ... can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Business Management / Administration… more
- Broadridge Financial Solutions (New York, NY)
- …firms. + Independently oversee and complete all aspects of the sales process, from pre-qualification to completion. The position requires high-level interaction ... Broadridge to ensure the successful and timely closing of sales . + Be accountable for and take ownership of...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… 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
- 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)
- …solutions, market access, and execution services + Sits between traditional Retail Wealth Management and institutional trading and sales + Provides direct ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Portfolio Management & Capital Markets is a key leader… more
- Wellington (New York, NY)
- …an Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to support our ... solutions across public and private assets to the US wealth market. The product coverage team has two main...this role include: + 3-5 years of relevant experience; wealth management experience is a strong plus but not… more