- Regions Bank (Atlanta, GA)
- …for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and ... for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible… more
- Citigroup (New York, NY)
- …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
- KeyBank (Seattle, WA)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- Scotiabank (New York, NY)
- …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
- Palo Alto Networks (Dallas, TX)
- …few! **Your Career** The Solutions Consultant Manager is the evolution of the traditional Sales Engineer Manager role, aligning how we lead teams to best serve our ... their environment, providing solution guidance and ensuring value realization in their investment with Palo Alto Networks. As our Solutions Consultant Manager, you… more
- Bank of America (Charlottesville, VA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Nuveen Investments (MI)
- The Alternatives Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific ... consistently to relevant firms. This job also partners with the organization's Sales team to further efforts to sell and market the Alternatives Investments… more
- Google (Los Angeles, CA)
- …practical experience. + 4 years of experience in management consulting, sales operations, business strategy, investment banking, venture capital, private ... equity or corporate advisory, or 2 years of experience with an advanced degree. **Preferred qualifications:** + Experience in a business operations role in the tech industry. + Experience leading strategy work on ambiguous business problems, collaborating with… more
- Truist (Norcross, GA)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Neuberger Berman (New York, NY)
- …the end-to-end compensation process for our Global Institutional and Intermediary sales teams, contributing to innovation, efficiency, and insights that assist the ... Coverage Management, and Technology, to help ensure the effective execution of the sales compensation process. You will have the opportunity to apply your analytical… more