- SMBC (New York, NY)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client… more
- SMBC (New York, NY)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... Income), Trade Finance, Structured Financing (including Subscription Financing and Asset -based lending), FX/Derivatives, and Operational services . The role… more
- CIBC (Gateway, AR)
- …build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service . As a Financial Advisor, ... you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact...your local market and potential client base to create sales plan that will convert leads into new clients.… more
- 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