- JPMorgan Chase (New York, NY)
- …corporate client partners. In this role, you will work directly with research, sales , banking & events team to understand their needs, select venues, coordinate ... + Liaise with company management teams, research, and institutional sales to develop and execute corporate access events. +...and skills:** + Experience in meeting management at an investment bank required. + Strong front office experience and… more
- Bank of America (Pittsburgh, PA)
- …financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything ... and life priorities. + Collaborate with core banking and investment partners. Connect clients to all of the solutions...put your mind to. + Is comfortable in a sales role, finding ways to nurture strong relationships with… more
- TD Bank (Springfield, MA)
- …or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- Bank of America (Corona, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- PNC (Cleveland, OH)
- …to include such activities as: real estate purchases, sales , leases, negotiations, general property management, safekeeping, disposition/productivity analysis, ... Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to committee guidelines.… more
- Microsoft Corporation (Redmond, WA)
- …our exciting hardware lineup? Come be a part of Windows & Devices Commercial Sales Finance Team! We are looking for a motivated individual with enthusiasm to take ... Windows and Devices Finance Team comprises of teams covering Sales , Revenue, Investments, Compete and Gross Margins (GM). We...targets + Developing deep understanding of Windows and Devices investment framework and Return on Investment (ROI).… more
- M&T Bank (Buffalo, NY)
- …Develop and structure client strategies using leverage to complement business, investment , tax, estate, and legacy plans. Utilize expertise to develop customized ... credit solutions for UHNW and HNW clients. Utilize working knowledge of investment management solutions and planning concepts associated with HNW and UHNW clients… more
- BlackRock (MA)
- …Advisory are responsible for all aspects of the client relationship and for driving sales through multiple channels. The firm focus for this role is Wirehouse firms ... Market Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop deep relationships and drive results across the… more
- Principal Financial Group (Waltham, MA)
- …are some of the examples of the things you'll do: + Drive retirement plan sales throughout the market by calling on advisors to promote the sale of defined ... as extensive knowledge of competitors + Must have 2+ years of retirement sales experience with deep knowledge on retirement products + Must have excellent verbal… more
- Citigroup (Boston, MA)
- …coordinating and managing relationships with 3rd party asset managers and key strategic investment partners for the Citi Wealth business. Citi Wealth has an open ... architecture approach to delivering investment solutions. This leadership role is critical to help...to a collaborative team environment. **Job Family Group:** Institutional Sales **Job Family:** Investor Sales **Time Type:**… more