- Citigroup (New York, NY)
- …ability to multitask, be collaborative, a team player and service oriented + Series 7 , 63 and 79 licenses **Education:** Bachelor's degree/University degree or ... provides whole loan advisory and brokerage services to large institutional clients, including the GSEs. The group works closely...GSEs. The group works closely with mortgage trading & sales , legal, the investment bank and external deal parties.… more
- TD Bank (New York, NY)
- …+ Strong knowledge of MS Office Excel, Word, and PowerPoint a plus + SIE and/or Series 7 , 63 a plus. **Inclusiveness** At TD, we are committed to fostering an ... range of capital market products and services to corporate, government and institutional clients. The firm works with clients around the world, focusing selectively… more
- Citigroup (New York, NY)
- …work with teams and track business development (collect research, analyze industry trends) + Series 79, 7 and 63 licenses (can be obtained upon hire) ... both in the capital markets (where Citi places the financings with institutional investors) and lending facilities funded through Citi's commercial paper conduits… more
- JPMorgan Chase (Los Angeles, CA)
- …Strong oral and written communication skills + FINRA General Securities Representative Exam (ie Series 7 ) and Uniform Securities Agent State Law Examination (ie ... and real estate + Proven experience in investment management sales ; experience within a capital markets environment preferred. +...Series 63) required (may take these exams after commencement… more
- Scotiabank (New York, NY)
- …(Commerce, Finance, Economics, Mathematics or related discipline) + CFA designation an asset + SIE, Series 7 and Series 63 licenses. + Associated Person of ... products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products,… more
- Citigroup (New York, NY)
- …(mutual funds, SMAs, alternatives, ETFs, etc) + FINRA Securities Industry Essentials (SIE), FINRA Series 7 and Series 66 (or 65/63). + In-depth knowledge ... junior staff and contribute to a collaborative team environment. **Job Family Group:** Institutional Sales **Job Family:** Investor Sales **Time Type:** Full… more
- Vanguard (Malvern, PA)
- …as assigned. + Qualifications + Minimum five years of experience in financial services sales , with a focus on institutional channels. + Strong knowledge of the ... Mid-Atlantic Region is one of the four senior most sales executives in Vanguard Workplace Solutions Plan Sponsor ...to travel a minimum of 60% required. + FINRA Series 6 or 7 and 63 or… more
- JPMorgan Chase (Charlotte, NC)
- …experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7 , 66 and Insurance licenses required for position; unlicensed ... part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community… more
- JPMorgan Chase (New York, NY)
- …conduct **Required Qualifications, Capabilities, and Skills** + Bachelor's degree required + Series 7 , 66 and Insurance licenses required for position; ... working relationships with internal clients + Support coordination of sales effort with Investors + Adhere to internal and...90 days of start date + Capital markets or institutional brokerage experience + Ability to multi-task and manage… more
- Cleveland Research Company (Cleveland, OH)
- …style sessions and job shadow experiences + Become certified with FINRA after passing your SIE, Series 7 , 63, 86, and 87 exams + Travel to visit our ... data + Interact and share conviction with our internal sales force + Assist in the production of written...production of written reports to be distributed to our institutional money manager clients In addition to working on… more
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