- BlackRock (New York, NY)
- … sales management team to generate prospect client leads, support the end-to-end sales of investment technology products to key prospects, and harvest revenue ... **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit...Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate… more
- PNC (Washington, DC)
- …in the Washington DC market. This position provides critical support for investment and sales professionals responsible for PNC's institutional asset management ... with the team to provide a wide range of investment , client reporting, administrative and sales support. Tasks include: * Prepare client reports, portfolio book… more
- JPMorgan Chase (New York, NY)
- …+ Partners with the Digital, Data and Products (DDP) team in prioritizing sales tools investment and adoption + Collaborates with the Business Intelligence ... revenue generation opportunities + Engages Treasury Payments product and sales leads in prioritizing product investment agenda...product and sales leads in prioritizing product investment agenda + Focuses on gaining efficiencies within the… more
- Citigroup (Chicago, IL)
- …fail to maintain these standards. Qualifications: + 15+ years of experience + Extensive investment sales experience; prior investment sales management ... Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship… more
- TIAA (Miami, FL)
- …in the market. + Maintains external relationships with key market participants, investment sales , leasing brokers, and lenders. + Identifies increased ... job will assist executing on new real estate and property investment opportunities, strategic partnerships, and acquisitions. **Key Responsibilities and Duties** +… more
- JPMorgan Chase (Jersey City, NJ)
- …the client coverage model and coordinating with Product partners, Corporate Bankers, Payment Sales , and Investment Bank Client Executives. + Act as the primary ... This role offers a Sales leadership opportunity in Trade and Working Capital,...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… 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. + Present ... is seeking an Alternatives Specialist to join the North American Intermediary Sales team in the New York office. **Responsibilities** + Support of Alternatives… more
- Wells Fargo (Charlotte, NC)
- …and Advisor participation across a wide range of Wells Fargo products to include investment sales , full balance sheet solutions and deposit balances + Identify ... the Independent Solutions Channel, which includes FiNet and Registered Investment Advisors (RIA). This role is part of the...Advisors (RIA). This role is part of the National Sales organization and is ideal for a strategic, results-driven… more
- KeyBank (Pepper Pike, OH)
- …- Applies sound fiduciary judgment to trust matters. Client Management - Works with Investment Sales Specialitsts (ISSs) and RMs to retain and expand existing ... FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. - Designs...Assumes accountability for all delegated work on assigned accounts. Sales - Meets or exceeds individual sales … more
- KeyBank (Palm Beach Gardens, FL)
- …issues. Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing ... sales environment. Develops and maintains knowledge of Key's investment process and results. Participates in KeyCorp's commitment to community. REQUIRED… more