- Citigroup (New York, NY)
- …teams to source opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide ... **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Thrivent Financial (Maumee, OH)
- …advisors have come from a variety of career backgrounds, including outside sales , business management , education, ministry, hospitality, military and more. ... Team-Sponsored Launch - Pilot Wealth Advisors (Waterville, Ohio) Our financial advisors serve...Launch candidates receive stable income through individual and team sales commissions, and incentive pay structures. Candidates will also… more
- Truist (Charlotte, NC)
- …business, finance, etc.) or equivalent education and experience 2. 15 years of banking or risk management experience 3. Strong analytical and organizational ... knowledge of Investment industry operational risk concepts with relevant experience in Wealth Advisory or, Brokerage, Capital Markets Sales , Trading + Research… more
- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... be entrepreneurial and capable of bringing in new clients/investment management mandates to the bank. They will have an...and Citi Private Bank product offerings including: trusts, custody, banking and credit. + For those clients covered directly… more
- Citigroup (San Antonio, TX)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance ... + Ability to multi-task with strong organizational and time management skills per the needs of banker teams and...interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking ,… more
- US Bank (Gresham, OR)
- …or related experience - One to two years of job-related experience in a financial sales position - FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66 ... - CRPC, CFP designations - Thorough understanding of residential mortgage banking , credit analysis and approval techniques, and consumer lending policies and… more
- Thrivent Financial (St. Louis, MO)
- …advisors have come from a variety of career backgrounds, including outside sales , business management , education, ministry, hospitality, military and more. ... and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability… more
- Citigroup (San Francisco, CA)
- …over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work ... external policies and coordinating with external counsel and Risk Management , as required + Responsible for the early problem...financial structuring and execution skills + Strong marketing and sales skills + 10+ years' experience as a Credit… more
- Scotiabank (New York, NY)
- …through a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and ... Director, Global Sales Execution, Global Transaction Banking **Requisition...decisions. **Education & Experience** + 7+ years of transaction banking experience incl. global cash management , liquidity… more
- CIBC (Newport Beach, CA)
- …of business development, relationship management , and proven ability to effectively gather wealth management assets and deliver banking solutions. + You ... Wealth Platform and solutions which includes Private Banking Loans, Deposits and Assets under Management ...rounded knowledge of Wealth Advisory solutions including banking products/offerings, asset management , estate and financial… more