- KeyBank (Salt Lake City, UT)
- …role will manage the financial performance of the Community Development Lending & Investment Sales Team within one or more Regions, delivering CDLI's ... results through the management of a Community Development Lending & Investment (CDLI) sales team across multiple markets, Districts and Region(s) to assure… more
- City National Bank (New York, NY)
- …Minimum 5 years of investment related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 *Additional ... Qualifications* * The SFA shows demonstrated success in an investment product sales role over a multi-year period. * Strong understanding of financial planning… more
- JPMorgan Chase (Charlotte, NC)
- …+ Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections, negotiation, team selling… more
- JPMorgan Chase (New York, NY)
- …+ Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales ... **Primary Function** As an Investment Specialist you are responsible for helping the...and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections, negotiation, team selling… more
- Atria Wealth Solutions (Lunenburg, MA)
- … education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve ... unions in Massachusetts with big plans for the future! Function: Sell investment and insurance products, available through our Broker Dealer, to individuals and… more
- PNC (Washington, MI)
- … education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve ... the company's success. As a Financial Advisor within PNC's Investment organization, you will be based in Washington, MI....book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- CBRE (Seattle, WA)
- …owners and stakeholders in the affordable housing market. Our client services include investment sales , debt and structured finance and investment banking. ... integrated Capital Markets group for multifamily affordable housing that includes investment sales , debt & structured finance, and investment banking within… more
- T. Rowe Price (New York, NY)
- …difference in ways that matter to you . Role Summary The Alternative Investment Internal Consultant partners with external sales professionals to develop ... Specialists to optimize client coverage, deepen relationships, and drive sales of private markets/alternative investment products. + Business Development:… more
- JPMorgan Chase (Chicago, IL)
- Join the Commercial and Investment Bank Payments Sales team! As a key leader on the team, you will drive the end-to-end client experience. As a Payment Sales ... (PSM) within the Diversified Industries segment in Payments Corporate Sales , you will be responsible for developing new business...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- KeyBank (Brooklyn, OH)
- …and partner for KeyBank Licensed Bankers REQUIRED QUALIFICATIONS: + Minimum of 3 years investment sales , retail or telephone sales experience required + ... Tiedeman Road - Brooklyn, Ohio 44144-2302 As a Key Investment Services (KIS) professional, the KIS Virtual Client Advisor...lines of business as appropriate + Meet and exceed sales , accuracy, and efficiency goals while contributing to the… more