- US Bank (Sussex, WI)
- …you excel at-all from Day One. **Job Description** Functions in management role within Investment Sales . Directs assigned market's sales efforts and the ... compliance/administrative duties regarding the sale of investment services through US Bancorp Investments. Responsible for setting and achieving revenue and expense… more
- TD Bank (Springfield, VA)
- …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + Required Licenses & Registrations: SIE, Series 7, Series ... who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage...model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more
- TD Bank (Middle Village, NY)
- …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to ... who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage...for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client… more
- Fifth Third Bank, NA (Portage, IN)
- …date and request assistance for further development needs. + Consistently meet or exceed investment sales and referral goals as set by management, working in ... in banking at Fifth Third Bank. GENERAL FUNCTION: A sales position responsible for the acquisition, growth, and retention...partnership with Investment Executive. + Initiate and maintain customer and prospect… more
- Bank of America (Buffalo, NY)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- JPMorgan Chase (New York, NY)
- …written communication, large group presentation, and interpersonal skills, including prior sales experience. + Proficient in investment performance, performance ... share and compare ideas around the globe. Our equity investment processes are founded on tried and tested ...investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management… more
- NBT Bank (Syracuse, NY)
- …Proficient in Excel, Word and PowerPoint + Ability to develop and present sales proposals + Knowledge of investment markets, portfolio management, securities ... allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes adjustments as… more
- Cisco (VA)
- …and business terms with large commercial enterprises by selling value and return on investment + Work with inside sales and partners for maximum efficiency + ... a company CHANGING the WORLD? We are seeking an outstanding sales leader to join our team as **Regional Sales Director of Federal sales ** . This position… more
- Amazon (Boston, MA)
- …drivers, assess opportunities, build ROI models, and frameworks that inform strategic investment decisions. - Collaborate with Sales and Operations teams to ... Description The AWS Go-to-Market (GTM) Sales Strategy Model Lead is a high-impact leadership...Strategy Lead will work closely with cross-functional teams, including Sales , Operations, Finance, and Product, to identify new growth… more
- Publicis Groupe (New York, NY)
- …in this role - Diverse backgrounds and experience are welcome including Agency Planning/ Investment , Media Sales , Consulting and/or Media Client Side - Advanced ... with a breadth of clients. 2. You'll learn both Investment and Business Operations - a unique blend of...at APEX! If you learned about media from the sales or agency side, that's great but we do… more