• Citi Wealth - VP, Portfolio Consultant

    Citigroup (Glendale, CA)
    …analysts and product specialists to help identify individual investment opportunities across fixed income , equities and currency markets + Represent the team's ... and implement new investment products for highly specialized market segments and drive sales during new product launches. A PC will also work closely with their… more
    Citigroup (11/19/25)
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  • Home Lending Center Loan Officer

    KeyBank (Brooklyn, OH)
    …business and client base. The HLC LO is expected to meet or exceed sales goals while maintaining high standards of client satisfaction and loan quality. **Essential ... standards of client satisfaction and loan quality, ensuring efficient use of sales /originator systems and workflows. + Develop and maintain deep knowledge of KeyBank… more
    KeyBank (10/31/25)
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  • Advisor Consultant, Philadelphia

    Neuberger Berman (PA)
    …client assets (as of September, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge ... The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs,...prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales more
    Neuberger Berman (10/10/25)
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  • Universal Banker

    First Horizon Bank (Raleigh, NC)
    …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... to existing clients to deepen relationships. Perform related duties ie outbound sales calls as required to achieve banking center goals (meet/exceed sales more
    First Horizon Bank (11/26/25)
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  • Universal Banker

    First Horizon Bank (Dallas, TX)
    …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... to existing clients to deepen relationships. Perform related duties ie outbound sales calls as required to achieve banking center goals (meet/exceed sales more
    First Horizon Bank (11/21/25)
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  • Prime Intelligence, Markets Analyst - AVP

    Citigroup (New York, NY)
    …ideally as part of a Prime Finance business, or at least a broader Equities/ Fixed Income Financing business. + Excellent interpersonal skills to deal with both ... and Management intelligence and providing insights to Trading and Sales desks to drive book and client PnL +...The team owns the Prime Intelligence platform which provides Sales and Trading access to PnL analytics, book and… more
    Citigroup (11/14/25)
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  • Asset Management - Wealth Management Wirehouse…

    JPMorgan Chase (Chicago, IL)
    …leading investment solutions. Our wide array of financial strategies - equity, fixed income , cash management, currency, asset allocation, and alternative asset ... goals. We are in search of a dynamic, consultative, sales -oriented team member with a genuine passion for the...aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by… more
    JPMorgan Chase (11/13/25)
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  • Universal Banker

    First Horizon Bank (Rocky Mount, VA)
    …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... to existing clients to deepen relationships. Perform related duties ie outbound sales calls as required to achieve banking center goals (meet/exceed sales more
    First Horizon Bank (11/11/25)
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  • Regional Director - Wealth (Wholesaler)

    Wellington (San Francisco, CA)
    …and span nearly all segments of the global capital markets, including equity, fixed income , multi-asset, and alternative strategies. As a private partnership ... Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales more
    Wellington (11/06/25)
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  • Director, Insurance Solutions - Asset Management

    Principal Financial Group (Des Moines, IA)
    …client presentations. + Provide expertise across asset allocation strategies, including fixed income , private assets, equities, alternatives, and structured ... objectives, considering regulatory, capital, and liability obligations. + Partner with Sales in managing and expanding relationships, serving as a strategic advisor.… more
    Principal Financial Group (11/05/25)
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