- BlackRock (New York, NY)
- …own clients so the ideal candidate is someone who has a desire/comfort with sales /talking to clients. In addition to extensive time in direct engagement with our ... product management teams, senior executive management, and our retail sales force. They learn to understand and leverage the...will have a high level of aptitude for the asset management industry and a keen interest in investments… more
- JPMorgan Chase (New York, NY)
- …contact supporting JP Morgan Wealth Management's broker-dealer and investment advisory products, services , and sales channels for retail businesses. + Advise on ... Department at JPMorganChase manages legal and other risks, advises on products and services , interprets laws and regulations that impact the firm, and advises the… more
- JPMorgan Chase (Jersey City, NJ)
- …Bank is a global leader across investment banking, payments, markets and securities services . The world's most important corporations, governments and ... trillion payments daily, and is #1 in USD payments volume. **LOBs: Treasury Services , Trade & Working Capital, Kinexys, FIG Sales , Clearing, Liquidity, Digital… more
- Manulife (Atlanta, GA)
- …+ 1-3 years of Financial Services experience, preferably in phone and/or sales type roles. + Securities industry Essentials (SIE) Exam, Series 6, 63 ... team with a collaborative culture responsible for over $3.5B in annual asset retention including IRA rollover flows through educating and helping 401(k) participants… more
- Janus Henderson Investors (Denver, CO)
- …agreements, primary offering memorandum, distribution related agreements as well as other asset management related agreements with clients and service providers. ... superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core… more
- City National Bank (Los Angeles, CA)
- … services and advice to clients including: banking, credit, asset management, trust and estate planning. Manages overall relationship profitability, risk ... Degree or equivalent * Minimum 7 years of direct sales experience required. * Minimum 7 years of experience...Strong understanding of financial markets and all products and services applicable to high net worth clients. * Superior… more
- JPMorgan Chase (San Francisco, CA)
- …Skills** + 12+ years of business development, commercial banking, or other relevant sales experience in the technology ecosystem. Proven track record of sourcing and ... navigating complex sales opportunities, ideally in commercial banking, venture debt, venture...technology-related + Strong understanding of Commercial Banking products and services + Understanding and interest in high growth software,… more
- Citigroup (New York, NY)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work ... solutions, including investment strategies, banking and lending, trust and specialized services .The Private Bank delivers solutions to help meet the individual,… more
- JPMorgan Chase (Tampa, FL)
- …banks + Understanding of diverse financial products such as trade, escrow, treasury services , custody, and securities & collateral management + Proficiency in ... KYC Operations Reviewer team, part of Digital and Platform Services , you will lead a team of Reviewers in...with the WKOR Production Team and key partners across Sales , Reference Data, Credit, Legal, and Compliance. Your responsibilities… more
- Aegon Asset Management (Denver, CO)
- …and insurance marketplace as well as visibility of Transamerica's products and dedicated sales support and service through proactive calling (45 outbound phone ... a century ago, we were among the first financial services companies in America to serve everyday people from...to accomplish the objective, adding value to the products, service and sales support delivered. + Keep… more