- JPMorgan Chase (New York, NY)
- …on investment ideas + Maintain relationships with the traders in JPM Investment Bank and external counterparties to execute transactions + Manage market ... JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
- Santander US (Freehold, NJ)
- …business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. * ... for identifying needs, understanding client objectives, and making appropriate investment /insurance recommendations consistent with compliance standards to achieve sales… more
- Santander US (Staten Island, NY)
- …business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. + ... for identifying needs, understanding client objectives, and making appropriate investment /insurance recommendations consistent with compliance standards to achieve sales… more
- BMO Financial Group (Chicago, IL)
- …and effective manner; escalates as required. + Develops an understanding of the Bank 's investment strategy and philosophy and communicates this to clients and ... Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works… more
- Comerica (Denver, CO)
- …custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals to ... on schedule. Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. Follow-up on all sales leads… more
- Comerica (San Diego, CA)
- …custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in ... on schedule. Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. Follow-up on all sales leads… more
- Lincoln Financial (Radnor, PA)
- …team. You will act as a key resource regarding quantitative research, investment analytics, and risk management to internal/external stakeholders. You will generate ... investment portfolio analytics and enhance investment and...distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates… more
- Neuberger Berman (Chicago, IL)
- …least 7 years of relevant professional experience within an asset management firm, investment bank , private equity firm, placement agent and/or consulting firm + ... and coordinating all prospect / client-related matters and other non- investment needs. A successful candidate will need to have...individual will be a member of the fundraising / marketing team within NB Residential Real Estate Credit Team… more
- Scotiabank (Tampa, FL)
- …of deposit acquisition strategies and ensure a complete range of deposit and investment products exists in each market and optimized pricing is maintained to ensure ... share and support the development and improvement of product marketing and sales collateral. + Lead all aspects of...support product innovation, inform clients on drafting or revising investment policies and educate sales teams on deposit and… more
- Neuberger Berman (New York, NY)
- …oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and ... external) on all account matters, including legal, tax, investment , and general administration of their accounts. + Active participant in investment and… more