- US Bank (Cincinnati, OH)
- …assets, and opportunities. Candidates will also possess strong communication and time management skills as they balance helping clients with financial needs as well ... to two years of job-related experience in a financial sales position are preferred. - FINRA Series 7 along...Applicable state licenses - CRPC, CFP designations - Demonstrated sales and marketing abilities - Strong analytical skills to… more
- BMO Financial Group (Winnetka, IL)
- …and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops ... discrepancies to procedures, operational risks and escalates per guidelines. + Performs sales and service support activities to meet client needs and maintain… more
- US Bank (St. Paul, MN)
- …or related experience - One to two years of job-related experience in a financial sales position - FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66 ... and approval techniques, and consumer lending policies and procedures - Demonstrated sales and marketing abilities - Strong analytical skills to assess client needs… more
- Citigroup (New York, NY)
- … sales activities for high profile clients + Provide administrative assistance for sales management teams + Ensure sales team compliance with local ... The Sales Support Senior Analyst is an intermediate level...and maximize opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified… more
- KeyBank (Cleveland, OH)
- …goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective ... goals, and important market events. + Actively engages with the relationship management team in relationship reviews and offers ideas and strategies to actualize… more
- Citigroup (Beverly Hills, CA)
- …fiduciary providing personalized acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a strategic professional ... of responsibility over technical strategy. Responsible for handling resource management and allocation of work within the team/project. **Key... + Advise clients regarding their art acquisitions and sales to maximize quality and value + Act as… more
- BMO Financial Group (San Francisco, CA)
- …to include customer marketing and communications, integrated sales , promotion/incentive, acquisition/retention. Manages cross-functional relationships across ... in accordance with forecasts. + Makes recommendations to leaders on financial management processes based on changing requirements. + Leads the design, implementation… more
- TIAA (New York, NY)
- …or in-house corporate law department + Working understanding of corporate/securities/asset management law + Strong attention to detail, responsiveness, and ability ... to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview**… more
- Thrivent Financial (St. Louis, MO)
- …advisors have come from a variety of career backgrounds, including outside sales , business management , education, ministry, hospitality, military and more. ... membership-owned Fortune 500 company with $179 billion in assets under management /advisement (as of 12/31/23). Thrivent carries ratings from independent rating… more
- Truist (Richmond, VA)
- …specialized services including new issue equity offerings, 10b5-1 plans, restricted stock sales , and employee stock option exercises. + Provide other general trade ... of trades entered through electronic order channels to support the firm's risk management system. + Research trade issues and liaison with the clearing firm as… more
Recent Jobs
-
School of Nursing, Adult Health, Continuing Track, Assistant Professor Faculty Position
- University of Delaware (Newark, DE)