- Citigroup (New York, NY)
- …Global Markets, including: High Touch Cash Sales Trading, Program Trading , Prime Brokerage , Advisory and Derivatives Sales in order to grow Citi's market share ... across the different product ecosystems. **Responsibilities:** + Originate and source new electronic trading relationships to increase breadth of clients doing business with Citi + Actively cover existing trading accounts to grow market share and overall… more
- Wells Fargo (Palm Desert, CA)
- …or a combination of the following: corporate, consumer, mortgage, investments, brokerage , or private banking + Experience recommending financial services products ... and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- Cushman & Wakefield (Des Moines, IA)
- …+ Initiate new transactions, dispositions and renewals. Manage C&W and Third-Party brokerage resources through the course of transactions; Lead, direct and provide ... strategic guidance to said brokers and the client on transactions. + Execute complex large transactions with high-level knowledge; + Partner with clients' Senior level operational groups to identify real estate needs and areas of opportunity; + Negotiate and… more
- Cushman & Wakefield (Honolulu, HI)
- …initiatives aligned with client goals. + Collaborate with internal and external brokerage teams to ensure effective negotiation and execution. **Client & Stakeholder ... Engagement** + Serve as a primary point of contact for clients, landlords, vendors, and internal teams. + Facilitate client meetings and present transaction activity with clarity and strategic insight. + Build and maintain strong relationships that reflect… more
- OEC Group (Queens, NY)
- …ocean and air freight, rail, trucking, warehousing and distribution, customs brokerage , cargo insurance and more. About the Position Duties and responsibilities ... include the following (other duties may be assigned): + The role is a strategic position where the successful candidate will work closely with the Head of Marketing to prepare all necessary documentations and ensure that the materials produced are aligned with… more
- First Horizon Bank (Raleigh, NC)
- …private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon ... has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more
- JPMorgan Chase (New York, NY)
- …in person & virtual training. + Business-oriented with expertise in brokerage /wealth management, portfolio management, and trading processes. + Skilled in ... understanding Financial Advisor workflows, translating functional knowledge, and developing training materials. + Proficient with platforms like Charles River Development (CRD), Vestmark, Envestnet, Advent Moxy, FolioDynamix, and Bloomberg. + Excellent… more
- First Horizon Bank (Charlotte, NC)
- …private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon ... has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more
- CRC Insurance Services, Inc. (Atlanta, GA)
- …business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. **ESSENTIAL DUTIES AND ... RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop, maintain and cultivate client… more