- Siebert Williams Shank (New York, NY)
- …build upon those over time. Requirements + 5+ years of experience in Institutional Sales + FINRA Series 7 and 63 registrations required + Established ... Williams Shank & Co., LLC ("SWS") is seeking to expand its Institutional Fixed Income Sales desk. We are a fast-growing, top-ranked financial services firm that… more
- Raymond James Financial, Inc. (Springfield, IL)
- …critical steps in generating new assets and revenue. **Responsibilities:** + The Institutional Sales Specialist will be responsible for managing a significant ... offices. + Coordination, collaboration, and communication with RJIM's Client Portfolio Management, Institutional Sales , and each affiliate will be essential to… more
- Huntington National Bank (Columbus, OH)
- Description The Institutional Sales Support Associate plays a vital...obtain within 12 months of hire the FINRA SIE, Series 7 and Series 63 + ... role in delivering exceptional service and operational support to institutional sales representatives and clients. This position...1 year of Broker dealer experience + FINRA SIE, Series 7 and Series 63… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** Principal Asset Management is seeking an **Associate Director, Institutional Sales ** . In this role, you'll build relationships with ... institutional clients, prospects, and industry consultants by providing investment...experience, MBA preferred + FINRA licensing required, including FINRA Series 7 & 63 + CFA preferred,… more
- Janus Henderson Investors (Denver, CO)
- …your own, we would love to hear from you! Your opportunity As the Director, Institutional Sales you will be responsible for coverage of large market ... Hours Must have skills + Significant experience in an institutional direct and consultative sales role at...a professional certification such as the CFA. + FINRA Series 7 and 63 required. + Possesses… more
- US Bank (St. Louis, MO)
- …(PFMAM), a division of US Bancorp Asset Management, Inc. is currently seeking an Institutional Sales and Relationship Manager to manage and join with other team ... degree or equivalent experience - Experience in portfolio management, sales , marketing, or relationship management with institutional ...clients (Business to Business environment) - Must be FINRA series 6 or 7 and 63 licensed… more
- Fifth Third Bank, NA (Dallas, TX)
- …+ Experience: Five years experience in Fixed Income and/or Institutional Sales . + Computer/Technical: Securities Industry Essentials (SIE), Series 7 , ... required. Thorough knowledge of Microsoft suite of products. Director, Fixed Income/ Institutional Sales Compensation for this position is largely… more
- BlackRock (San Francisco, CA)
- …Accounting). Advanced degree/CFA is desired. + Has, or is willing to obtain, the Series 7 , 63, and 3 licenses. **Competencies:** The ideal candidate will possess ... a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock's AUM was… more
- Huntington National Bank (Columbia, SC)
- …+ 7 or more years of Large Government/Higher Education/Non-Profit Lending experience + Series 52 or Series 7 license + Preferred Qualifications: + ... Description Summary: Huntington Bank's Institutional and Non-Profit Commercial Relationship III, Licensed serves...relationships within a targeted market segment by coordinating all sales and service efforts. + Required metrics for the… more
- TD Bank (New York, NY)
- …Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics + Series 7 and 63 + 0-3 years of related experience **Preferred ... specific details for this role. **Job Description:** The Analyst Sales & Trading provides quality, efficient and specialized ...+ Once offered the role, Candidate must attain: SIE, Series 63, and Series 7 .… more
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