- Raymond James Financial, Inc. (Chicago, IL)
- …concepts, principles and practices of marketing and sales aspects. + Institutional investment management products. **Skill in:** + Identifying the ... + Coordination, collaboration, and communication with RJIM's Client Portfolio Management , Institutional Sales , and each...working in a consultant relations role for a multi-capability institutional investment management firm. +… more
- Principal Financial Group (Seattle, WA)
- …collaboratively across with institutional sales , consultant relations, relationship management and investment professionals in support of the clients we ... insurance general accounts). **Key responsibilities** + Support consultant relations and/or institutional sales team members with day-to-day activities. + Act… more
- US Bank (Los Angeles, CA)
- …US Bancorp Asset Management , Inc. (USBAM) is currently seeking an ** Institutional Sales and Relationship Manager** to join with other team members ... sales experience, preferably in the public sector/municipal finance, banking, investment management , trust or financial services arenas. + Current, active… more
- Principal Financial Group (Chicago, IL)
- …with our institutional client base. In conjunction with the Relationship Management Team, you will drive client engagement, satisfaction and retention. You will ... Fund Service team. + Responsible for a book of Institutional clients, acting as the client's first port of...products + Cultivate an in-depth understanding of Principal Asset Management 's investment strategies and client solutions, adeptly… more
- PNC (Washington, DC)
- …DC market. This position provides critical support for investment and sales professionals responsible for PNC's institutional asset management solutions ... As an Associate Portfolio & Trust Administrator within PNC's Institutional Asset Management (IAM) organization, you will...fiduciary platform and systems in order to support the investment management and fiduciary business and assure… more
- BlackRock (New York, NY)
- …BlackRock is a global leader in investment management , risk management and advisory services for institutional and retail clients. As of December ... investment vehicles across public and private markets. BlackRock also offers risk management , advisory and enterprise investment system services to a broad… more
- Siebert Williams Shank (New York, NY)
- …able to build upon those over time. Requirements + 5+ years of experience in Institutional Sales + FINRA Series 7 and 63 registrations required + Established ... & Co., LLC ("SWS") is seeking to expand its Institutional Fixed Income Sales desk. We are...are a fast-growing, top-ranked financial services firm that provides investment banking, sales , trading and research services… more
- Neuberger Berman (TX)
- …Experience & Expertise:** + Minimum of 7 years' experience in an institutional sales role at an investment management firm + Extensive current and ... a key member of the West South Central region sales team, this position will be responsible for selling... team, this position will be responsible for selling institutional investment management services by… more
- M&T Bank (New York, NY)
- … to set the example for and serve as a mentor to other Institutional Fixed Income Sales . Also responsible for actively cultivating referral network and ... contacts to service clients. **MANAGERIAL/SUPERVISORY RESPONSIBILITY:** May coach/mentor junior Institutional Fixed Income Sales . **MINIMUM QUALIFICATIONS REQUIRED:**… more
- PNC (Louisville, KY)
- …plans. You will serve as the primary point of contact to provide: 3(21) investment advice or 3(38) investment management , fiduciary education and compliance ... , Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client… more