- Pegasystems (Waltham, MA)
- …focuses on accelerating the growth of Launchpad developers through the strategic investment of capital and resources. Pega Ventures is a small entrepreneurial team ... quality Pega-dedicated partners delivering customer success and driving significant sales impact and Pega-enabled application developers. **Picture Yourself at… more
- JPMorgan Chase (Chicago, IL)
- JPMorgan Asset Management is a worldwide leading investment manager of choice for institutions, financial intermediaries and individual investors. With a ... portfolio construction **Required qualifications, capabilities and skills** + 2+ years financial sales experience, experience selling over the phone required… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... officers if necessary. + Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning, and… more
- Manulife (Boston, MA)
- …and responses for consultant questionnaires. + Support of General Partner operations, Investment manager & fund regulatory reporting + Provide data /reporting ... in Accounting + CPA + 10+ years of progressive experience at an alternative investment manager leading investment operations teams specialized in accounting… more
- HUB International (Albuquerque, NM)
- …+ Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning + Depth of experience ... with high net worth or ultra-high net worth clients + Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) +… more
- BMO Financial Group (New York, NY)
- …a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... for internal and external clients. + Strong client-facing skills to partner with sales to engage with institutional investors, financial advisors, and retail… more
- JPMorgan Chase (New York, NY)
- …is a leading asset manager for institutions, individuals, and financial intermediaries worldwide. Our investment professionals are located around the ... as the preeminent provider of insights to institutions and financial advisors and their clients. You will help our... advisors and their clients. You will help our sales teams build client relationships, which are conveyed to… more
- Publicis Groupe (New York, NY)
- …in this role - Diverse backgrounds and experience are welcome including Agency Planning/ Investment , Media Sales , Consulting and/or Media Client Side - Advanced ... with a breadth of clients. 2. You'll learn both Investment and Business Operations - a unique blend of...THE TEAM** The Specialist role will report into the Manager position and will be a part of the… more
- Citigroup (Jacksonville, FL)
- …on process improvement. + Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested. + ... **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred. +… more
- Bank of America (Gilbert, AZ)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and… more