- Scotiabank (New York, NY)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Scotiabank (Houston, TX)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Thrivent Financial (OH)
- **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed ... for Thrivent Funds. RICs provide sales and sales support to Financial and Investment Representatives...Strong public speaking skills. + Proven relationship building and management skills. + Bachelor's degree or equivalent work experience… more
- Friedman Management Company (Farmington Hills, MI)
- …Sales Friedman Real Estate is actively seeking candidates to join the Commercial Investment Sales Division at our corporate office in Farmington Hills, MI. ... assets traditionally, as well as through the global auction platform. Real Estate Investment Sales is a professional career discipline, with unlimited earning… more
- BMO Financial Group (Barrington, IL)
- …exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works ... Provides high quality sales and service to investment clients...proposals and participates in meetings with prospects/clients. + Provides investment management , fiduciary expertise and strategic leadership… more
- US Bank (Tempe, AZ)
- …the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and ... individualized investment advice suited to those objectives while complying with...to two years of job-related experience in a financial sales position - FINRA licenses: Series 7, 63 and… more
- NBT Bank (Syracuse, NY)
- …to develop and present sales proposals + Knowledge of investment markets, portfolio management , securities trading and trust industry Education/Experience ... allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes adjustments as… more
- Cypress Creek Renewables (Santa Monica, CA)
- …the Investment Analytics group. This group supports project valuation, risk management , and investment decisions throughout the solar and storage development ... Associate, Investment Analytics at Cypress Creek Renewables (View all...Transaction support for project financings and asset acquisitions & sales + Ownership of underwriting assumptions including consolidation of… more
- Citigroup (Jacksonville, FL)
- …+ Responsible for executing specific client contact campaigns as defined by Sales Management /Segments. + Responsible for proactively contacting clients to ... Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting...from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to… more
- Truist (New York, NY)
- …review the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory ... sector and/or financial products 4. Advanced skills in financial analytical, sales , presentation, client relationship management , organizing, leadership and… more