- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Atria Wealth Solutions (Corning, NY)
- …regularly with Program Manager and trains, if necessary, with Program Manager . + Drives investment and program integration initiatives with credit union ... Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the surrounding areas.… more
- Neuberger Berman (Chicago, IL)
- …least 7 years of relevant professional experience within an asset management firm, investment bank , private equity firm, placement agent and/or consulting firm + ... and education + Oversee and implement fundraising efforts with investment and sales teams, including capital formation...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities… more
- Citigroup (Chicago, IL)
- …fail to maintain these standards. Qualifications: + 15+ years of experience + Extensive investment sales experience; prior investment sales management ... Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship… more
- MetLife (Whippany, NJ)
- …Experience and Technical Skills: Required: * 2+ years' experience at an asset manager , bank , or other financial institution * Strong Excel and PowerPoint ... Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the… more
- Zions Bancorporation (Austin, TX)
- …originate/close consumer loans, and resolve client services concerns. + Execute the sales discovery process and manager client relationships. + Conduct ... At Amegy Bank , people and culture are at the heart...and services, including deposit accounts, loans, credit cards, and investment options. + Sales skills and experience,… more
- Comerica (Denver, CO)
- …Position Qualifications: + Bachelor's degree from an accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- Comerica (San Diego, CA)
- …Position Qualifications + Bachelor's degree from an accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap… more
- BMO Financial Group (Winter Park, FL)
- …for all areas of the Bank . + Collaborates with coverage relationship partners ( Investment Bank , Commercial Bank , etc.) to generate ideas, identify client ... and Operational Effectiveness** + Generates meaningful relationships and revenues for the bank via multiple sources of business including investment banks,… more