- JPMorgan Chase (Portland, OR)
- …client driven framework + Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client ... qualifications, capabilities, and skills** + 10+ years of cash management, sales and relationship management experience + Success developing new business with… more
- Citigroup (Tampa, FL)
- …+ Bachelor's degree/University degree + Master's degree preferred **Job Family Group:** Institutional Sales **Job Family:** Investor Sales **Time Type:** ... Ireland, Germany, Dubai, Korea, Hong Kong, India and Singapore. The Product Specialist Lead will be responsible for managing various workstreams within the Client… more
- JPMorgan Chase (Chicago, IL)
- …framework + Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client ... Qualifications, Capabilities and Skills** + 6+ years of cash management, sales and relationship management experience + Success developing new business with… more
- JPMorgan Chase (Denver, CO)
- …navigating the client from pre-approval to the funding of a loan + Lead the sales team (Client Associate and Client Specialist ) in loan production within credit ... programs to clients, manage and execute transactions, lead the sales team, and develop and grow portfolio through proactive...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Neuberger Berman (New York, NY)
- The Equity Product Marketing Specialist will play a key role in developing and executing marketing strategies for our equity investment products. This role requires ... deep understanding of equity markets, investment products, and the needs of institutional and intermediary clients. The ideal candidate will collaborate closely with… more
- BMO Financial Group (San Ramon, CA)
- …& Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & Risk Management + Operate as ... + Oversee documentation and ongoing monitoring of asset and client performance. Sales Support and Partnerships + Provide exceptional customer service to clients. +… more
- JPMorgan Chase (Chicago, IL)
- …to clients? You have found the right team! As a Receivables Product Solution Specialist within the Treasury Services team, you will arm and train Treasury Services ... Sales and Bankers to sell deals independently while engaging...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- CBRE (Los Angeles, CA)
- …structure. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior experience ... in value-add, closed-end real estate strategies. + Prior experience working with Institutional Investors. + Prior experience working with an investment team. +… more
- Minnesota State (St. Cloud, MN)
- …plans, solicitation and case stating. Collaboratively work with Marketing Specialist on development of printed and electronic materials. (10%) Participate ... degree plus four years of advanced professional experience in fundraising, sales , marketing, communications, or related field, or an equivalent combination of… more
- JPMorgan Chase (New York, NY)
- …services across wealth management. This includes areas such as sales & trading, brokerage, Chief Investment Office/investment management/managed investments, ... in a front office financial services role (eg, private banker, investment specialist , portfolio management, etc.), or experience working at a wealthtech or similar… more