- Bank of America (Indianapolis, IN)
- …goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates ... Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...of one year of experience working in the financial service industry and/or a sales environment where… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts with ... + Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events. + Answers… more
- JPMorgan Chase (Chicago, IL)
- …policies + Resolve complex issues related to SWIFT formatting, cash and securities settlement instructions (SSIs), and securities settlements across global ... markets + Build and leverage relationships across Sales /RM, Compliance, Technology, and Operations to drive solutions + Analyze client behavior, margin balances, and… more
- Mizuho Corporate Bank (New York, NY)
- …Swaps, including: + Equity Swaps, DMA to Swap + Funding, Liquidity Management + Securities Borrow/Loan + Real Time Front Office Risk Management + Reg U Margin Loans, ... Workflow Management + Credit Facilities backed by Multi- Asset Portfolios + Basis Trading (Equities, Crypto, etc.) This...and own the technology roadmap for synthetic prime and securities lending platforms. + Lead design, development, and platforms… more
- Guardian Life (Austin, TX)
- The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing ... owner clients. **You will** Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability… more
- Truist (Laurel, MD)
- …a team of Premier Bankers (In-Market and/or Virtual) to deliver the Truist Premier sales and service model achieving revenue and production goals by retaining ... process with each direct report. 4. Ensures industry leading service levels are delivered by Premier Bankers and that...experience leading or managing a team responsible for direct sales in a financial services environment. 6.… more
- Wells Fargo (St. Louis, MO)
- …is one of the United States' leading providers of financial and investment services . WIM provides a full range of personalized wealth management, investment, and ... retirement products and services to meet clients' unique needs and help them...that centrally manages direct support for account opening and asset transfer activities as well as providing training and… more
- BlackRock (New York, NY)
- …professional looking to elevate your career by joining the world's largest asset manager? Would you thrive in an environment that fosters positive relationships ... $8 trillion of assets, we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, and… more
- Principal Financial Group (Des Moines, IA)
- …with portfolio management teams around the efficient execution of common stock securities and derivatives transactions. + Partner closely with analysts and portfolio ... the framework of the trading desk and the firm's initiatives Principal Asset Management is the global investment solutions business for Principal Financial Group(R)… more
- BlackRock (Princeton, NJ)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and ... advisory services to institutional, intermediary, and individual investors around the...ETFs. Elevate your career by joining the world's largest asset manager! Thrive in an environment that cultivates positive… more