- Robert Half Finance & Accounting (Miami, FL)
- …and contributing to operational efficiency. If you have experience in financial sales , investment start up, analysis, reporting, and SPEAK PORTUGUESE, we ... 100K base with bonus structure. Responsibilities: * Perform comprehensive analysis of sales data to identify trends and opportunities. * Prepare accurate and timely… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …diploma or equivalent (Bachelor's Degree Preferred) Minimum of three (3) years investment sales experience (preferably in a financial institution) Computer ... dealer Demonstrated ability to sell products and services to investment clients, evidence of strong sales results...services to investment clients, evidence of strong sales results Broad knowledge of characteristics and needs of… more
- Equitable (TX)
- …and analyze opportunities. + Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals. + ... Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities....and implement investment fund and MPS model sales opportunities. + Knowledge of territory management practices, tools,… more
- Neuberger Berman (New York, NY)
- …investment activities for the team. The individual will work closely with the investment , marketing, sales , legal, finance and operations teams to meet the ... **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $515 billion in assets under management. The private equity group… more
- Neuberger Berman (New York, NY)
- … activities for the platform. The individual will work closely with the investment , marketing, sales , legal, finance and operations teams to meet the ... **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management. The private equity group… more
- City National Bank (New York, NY)
- …*Required Qualifications** * Bachelor's Degree or equivalent * 3 to 5 years of experience in investment sales and/ or internal sales support * 3 to 5 years ... make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive and… more
- US Bank (La Crosse, WI)
- …customer service support to Investment Relationship Managers of US Bancorp Investment Sales . Performs administrative support duties to assist Investment ... Day One. **Job Description** Provides sales , processing, operational, administrative and...sales and service experience relating to Brokerage and Investment Advisory business is preferred - Proven understanding of… more
- US Bank (Cedar Rapids, IA)
- …customer service support to Investment Relationship Managers of US Bancorp Investment Sales . Performs administrative support duties to assist Investment ... Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Provides sales , processing, operational, administrative and… more
- M&T Bank (Bear, DE)
- …years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment , brokerage ... worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
- Wells Fargo (Chicago, IL)
- …a wide range of Wells Fargo Wealth Investment Management products to include investment sales , full balance sheet solutions and deposit balances + Act as an ... (or FINRA recognized equivalents) + Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business… more