- Charles Schwab (Westlake, TX)
- …backgrounds and roles (executives, human resources, and finance) and maintain investment -related expertise to effectively sell and deliver product, service, and ... platform solutions. + Support Sales efforts, as needed, + Deliver client education and training by developing appropriate awareness of investment offerings,… more
- Citigroup (Palo Alto, CA)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- First National Bank of Omaha (Fort Collins, CO)
- …business development activities and effective relationship management experience. + Proven sales skills, preferably in the investment industry. + Ability ... to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial… more
- Scotiabank (San Francisco, CA)
- …Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing ... bridge to this key global market for trade and investment flows across the Americas and the world. Scotia...States and internationally to software industry events. + Assist sales and trading personnel with communications to Scotiabank's technology… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high… more
- JPMorgan Chase (New York, NY)
- The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important ... liquidity in markets around the world. Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and… more
- 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
- Citigroup (Dallas, TX)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Hills Bank (Cedar Rapids, IA)
- …regulatory filings required for personal or charitable trusts. + Work with investment officers to invest client accounts in wealth management model portfolios. ... Maintain investment direction in all accounts under administration, including monitoring...strategy and results. + Contribute to the annual department sales goals by achieving or exceeding a personal … more
- Lumen (Providence, RI)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... a complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly cross functional… more