- Atria Wealth Solutions (King, NC)
- …annual business plan and production goals. + Provide regular feedback to the investment group management regarding sales practices and business development ... Wealth Management Group in developing joint relationships between Allegacy Investment Group and Allegacy Wealth Management . + External relationships include… more
- Harding Loevner LP (Bridgewater, NJ)
- … investment management , fund-related and corporate legal matters (eg, investment management , distribution and sales , licensing, vendor contracts). + ... providing legal advice in relation to new products; advising senior management on relevant regulatory developments; preparing, reviewing and negotiating agreements… more
- Bank of America (Dallas, TX)
- …(traditional or alts), investment management or in a Wealth Management investment support/ sales role supporting Financial Advisors + Self-motivated, ... with UHNW capabilities across the firm. Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative… more
- Neuberger Berman (New York, NY)
- …among NB internal constituencies of the Fund, including the Private Markets Investment Team, Sales Management , Client Advisors, and Marketing. ... is seeking an Alternatives Specialist to join the North American Intermediary Sales team in the New York office. **Responsibilities** + Support of Alternatives… more
- Citigroup (Smithtown, NY)
- …years of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + ... Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives... Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+… more
- TEKsystems (Fort Worth, TX)
- …the process, how do we solve a plan and review a plan, how do we communicate, investment management team, sales , manage, client facing calls, need them to be ... MoneyGuide Pro Efficient Bachelors Degree - Financial Planning (highly preferred) Investment Management Experience Experience Level Expert Level Pay and… more
- Citigroup (Washington, DC)
- …+ Robust investment and insurance sales experience; prior investment /insurance sales management required Demonstrated ability to lead, motivate, ... to the overall growth and success of the CPWM Investment business. + Job function includes top regional supervisory...external to Citi. + Owns the collective results in sales , hiring, risk management , and productivity within… more
- T. Rowe Price (Baltimore, MD)
- …make a difference in ways that matter to you . Role Summary The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating ... on one meetings, group events and finalist presentations, the Sales Director will represent T. Rowe Price's investment...activity metrics that drive positive outcomes for clients. + Sales Director will create annual territory management … more
- City National Bank (Los Angeles, CA)
- …five years of Client Service or Operational experience at a Broker Dealer or in an investment management environment. * FINRA Series 7 and 63 and 65 or 66 ... for annual investment reviews. * Prepare operational reports for CNS Management to assist with the tracking and supervision of the Program accounts. *… more
- Sands Investment Group (Austin, TX)
- …accepting applications for a highly-selective Broker Role in our QSR (Restaurant) focused Investment Sales Team in Austin, Texas. Individuals will be joining one ... of the highest performing investment sales teams in Texas, while prior...or have years of experience under your belt, our management team takes the time to carefully craft a… more