- Principal Financial Group (Des Moines, IA)
- …obtain information, execute routine transactions and resolve problems. + Establish new securities , compliance rules, new accounts, and or new reports to ensure ... policies and client needs. + Develop an understanding of Principal Asset Management's products, team procedures, and customer needs through self-initiated research,… more
- JPMorgan Chase (New York, NY)
- …to drive change in complex organizations. + Extensive experience in capital markets, securities services , investment management or a closely related field + ... business unit. As a Product Director in Kinexys Digital Assets-a multi- asset tokenization platform -you'll lead the development of transformative solutions for… more
- JPMorgan Chase (Los Angeles, CA)
- …in addition to other lines of business including Investment Banking and Asset Management. **Required qualifications, capabilities, and skills** + Minimum of ten ... leadership experience + Understanding of Commercial Banking products and services + Knowledge of the Los Angeles region +...Ability to mobilize internal networks and resources + FINRA securities licenses 79, 63 and 24 required for 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
- 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
- Manulife (Boston, MA)
- …+ 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