- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Banco Popular Puerto Rico (San Juan, PR)
- …to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and ... developing personalized investment strategies. The Financial Consultant must also ensure compliance...recommendations to ensure these needs are met. * Use sales tools and modules to conduct the analysis and… more
- Truist (New York, NY)
- …surveys, clinical data analyses) to understand market dynamics, and make investment recommendations to institutional investors. 3. Build financial and market models ... to analyze company valuations and inform investment recommendations (BUY, HOLD, SELL). 4. Develop relationships and actively engage with management teams (CEO, CFO,… more
- Cisco (Research Triangle Park, NC)
- …monthly and quarterly internal reporting package schedules. Prepare private investment -related Treasury Accounting 10-K and 10-Q disclosures. Track and coordinate ... private investment cash movements-including new and additional funding, distributions, and...and/or Canada locations, not including equity or benefits. For non- sales roles the hiring ranges reflect base salary only;… more
- Santander US (Freehold, NJ)
- …investment /insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications ... sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- Equitable (Charlotte, NC)
- …planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with firms and ... existing partners. **Key Job Responsibilities** + Initiates and/or follows up on sales calls; provides intermediaries with sales ideas; answers product… more
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap… more
- Janus Henderson Investors (Denver, CO)
- …managers, assist with the coordination and implementation of customized client sales and servicing strategies + Articulate investment process, products ... growth of our US Insurance and Retirement business and client-set + Provide administrative/ sales support of larger, more complex clients and over time, the overall… more
- Principal Financial Group (Des Moines, IA)
- …Principal MidCap Fund and Principal Blue Chip Fund. The Aligned investment process involves long-term ownership of high-quality businesses with competitive ... on specific investments. + Demonstrate a proven grasp of Aligned Investor's investment philosophy by consistently incorporating it into the equity research process.… more