- Aristotle Capital Management (Newport Beach, CA)
- …work experience: required. + Experience in investment management or client service / sales support within the financial services industry, specifically ... inbound calls and emails as well as other client service requests. Organization, professionalism and the ability to prioritize...towards), desired. + Clean U4/5. + Natural interest in financial services sales and the… more
- Atria Wealth Solutions (King, NC)
- …or related field, required. EXPERIENCE - Minimum 5 years of revenue- generating financial sales experience. Related customer service experience preferred. ... Through its relationship with CUSO Financial Services , LP (CFS) Allegacy Federal...financial institutions, etc.) SPECIFIC ACCOUNTABILITIES + Deliver outstanding service to both internal and external service … more
- Zoom (San Jose, CA)
- …and methodologies to deeply understand and optimize the performance of our sales organizations. Drive insights by connecting diverse financial aspects, including ... drivers of sales efficiency, and provide actionable intelligence to enhance sales strategy and financial outcomes. + Technical Solutioning and Execution :… more
- Foresters Financial Services (Westbury, NY)
- …New York Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative ... financial -specialists) , First Allied Securities and Summit Brokerage Services (https://www.cetera.com/firms/summit-brokerage- services -inc) . Please Note : Cetera… more
- First Horizon Bank (Chicago, IL)
- …$82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates ... **Description** FHN Financial Capital Assets Corp is seeking a Loan Sales Officer in the firm's Memphis, TN office. The Loan Sales Officer will work with… more
- JPMorgan Chase (Chicago, IL)
- …delivering solutions to clients. You have found the right team. As a Payments Sales Associate in the Financial Institutions Group, specifically for the Insurance ... segment, you will be responsible for assisting Payments Sales Managers (PSM's) with the management of sales relationships and new business generation from a… more
- M&T Bank (Boston, MA)
- …degree in Accounting, Finance, Economics or related field and a minimum of 5 years' financial products sales experience, or in lieu of degree, a combined minimum ... Lead the sale of IRH derivative products and/or FX services and in support of other team members through...and/or work experience, including a minimum of 5 years' financial product sales experience Strong quantitative skills… more
- M&T Bank (Buffalo, NY)
- …degree in Accounting, Finance, Economics or related field and a minimum of 11 years' financial product sales experience, or in lieu of degree, a combined minimum ... years' higher education and/or work experience, including a minimum of 11 years' financial product sales experience Minimum of 4 years' managerial experience… more
- Amazon (Arlington, VA)
- …to partner with the RRCG sales organization to increase adoption of Amazon Web Services as well as helping these RRCG companies innovate and grow. This sales ... data extraction skills to drive worldwide reporting deliverables, create ad hoc financial and sales performance analysis, support business planning, and… more
- Premier Truck Group (Knoxville, TN)
- …by phone Excellent customer services skills Computer proficiency Knowledge of financial accounting, sales , and legal information including state and federal ... and remarketing personnel Develops strategies and procedures to efficiently meet sales goals Analyzes the financial information and develops budget plans,… more