- Bank of America (San Francisco, CA)
- …the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- JPMorgan Chase (Chicago, IL)
- …Series 7 and 66 licenses required + Bachelor's degree required + 7+ years of investment and sales experience + Strong knowledge of the macro interest rate ... team is responsible for driving awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds,… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Citigroup (Washington, DC)
- …+ Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + Demonstrated ability ... The Wealth Regional Director is a senior leader within the US Wealth Management Business...Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+… more
- UKG (Lowell, MA)
- …into measurable business outcomes. Business & Product Influence * Act as a senior advisor to Product Management, shaping long-term roadmap direction. * Translate ... sizing. * Strong communication and storytelling skills, with the ability to influence senior stakeholders. * Experience working closely with Sales , Product, and… more
- The Hartford (Wayne, PA)
- … sales , marketing, product, and client service teams + Promote investment product sales through frequent client meetings/discussions about investment ... Management (SRM) is a key member of Hartford Fund's Sales Leadership team and responsible for developing and cultivating...satisfaction and issue resolution + Serve as a trusted advisor , understanding client business models, investment needs,… more
- Principal Financial Group (Chicago, IL)
- …efficiency. + **Executive Insights, Analytics & Strategic Decision Support** + Serve as the senior advisor to the VP and ELT on expense optimization strategy, ... enterprise-level aspiration setting, ensuring savings targets, capability goals, and investment requirements reflect strategic priorities. + Establish and govern the… more
- JPMorgan Chase (New York, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... team performance, and provide regular feedback to drive results. + Partner with senior leaders, product, sales , and operations teams to coordinate implementation… more
- M&T Bank (Wilmington, DE)
- …support work towards building your own portfolio of business, eventually becoming a Wealth Advisor or Investment Advisor Associate. There is the opportunity ... delivery and expand relationships + Serve as support associate to Wealth and Investment advisors asrequired + Participate in sales effort, continuing to partner… more
- Truist (Dallas, TX)
- …limited to, teammate functional communications, on-the-job learning and readiness, end-to-end sales enablement ( sales strategy, tools, and content), and teammate ... of early talent and well as the Truist Momentum platform and associated sales team. **Essential Duties and Responsibilities:** Following is a summary of the… more