- City National Bank (New York, NY)
- …*Required Qualifications** * Bachelor's Degree or equivalent * 3 to 5 years of experience in investment sales and/ or internal sales support * 3 to 5 years ... sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that...and email campaigns with the goal of qualifying the advisor and introducing them to the local sales… more
- Bank of America (Northbrook, IL)
- …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
- Bank of America (Gilbert, AZ)
- …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
- M&T Bank (Naples, FL)
- …and Trust advisement for prospects and clients. Assists Wealth Advisors and Senior Wealth Associates to provide support in the identification and expansion of ... for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and… more
- Citigroup (Chicago, IL)
- …+ 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
- Wells Fargo (Charlotte, NC)
- …Premier Growth Director will engage with Premier Financial Advisors and Managers to drive sales growth across a broad suite of investment and banking products. ... Work directly with Financial Advisors and Area Managers within the Wells Fargo Advisor Premier Channel to facilitate growth across investments and full balance sheet… more
- KeyBank (Portland, OR)
- …every aspect of our clients' financial journey. **JOB BRIEF (PURPOSE)** Serves as the senior account executive and trusted advisor for commercial clients in the ... centers of influence and industry associations. + Serves as the Trusted Financial Advisor to clients, functions as the senior Healthcare Banking client "expert"… more
- Bank of America (Greenwood Village, CO)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- JPMorgan Chase (Pittsford, NY)
- …& Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate, ... a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role...for our clients and business. You will interface with senior leadership, develop subject matter expertise, and contribute to… more