- Huntington National Bank (Holland, MI)
- …within 90 days of hire + At least 3 years of wealth management/financial advisory/ sales /relationship management experience in banking, investment management, or ... Description Summary: The Private Bank Wealth Advisor II is the primary client relationship...responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: + Builds relationships with… more
- BlackRock (New York, NY)
- …to external clients and digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses, private ... investing, pension solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech (AWT) team partners with wealth management clients to… more
- JPMorgan Chase (New York, NY)
- …of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales , Structured Derivatives) + Self- ... The mission of JP Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team...qualifications, capabilities, and skills** + CFA is preferred. + Sales background is preferred. + Experience in Portfolio Construction… more
- HSBC (Miami, FL)
- …Centers and internal clients such as WRMs ( Wealth Relationship Managers), Wealth Operations staff, Compliance and Sales Management. Responsible for receiving ... internal and external, and in multiple languages. As our Wealth Services Specialist you will: + Attend to phone...on all trade related matters and reports + Support Sales Management and Regulatory Compliance + Respond to regulatory… more
- Wellington (New York, NY)
- …preferably in a similar role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management firm. + Extensive background ... the Global Distribution Enablement Lead is to work with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to...sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global… more
- Citigroup (New York, NY)
- …the Global Head of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate ... includes approximately $28B in AUM. The Global Head of Alternative Investments Sales manages a team of ~20 global investment professionals responsible for… more
- HSBC (Flushing, NY)
- …for overall sales culture, operational, and servicing activities of the wealth center in conjunction with Wealth Center personnel. Contributes to overall ... footprint and local 'Right To Win' opportunities + Ensure Wealth Center meets and exceeds established sales ...Ensure Wealth Center meets and exceeds established sales and revenue goals through robust activity management, while… more
- TD Bank (New York, NY)
- …of Business:** TD Wealth **Job Description:** The Head of Distribution, US Wealth leads a function of consolidated strategic, sales and support functions ... Field Leadership Teams to develop and implement high performance sales strategy across the Wealth business creating an integrated, holistic approach to sales… more
- Bank of America (Yardley, PA)
- …to address all service needs of their clients. **Position Overview:** The **Registered Wealth Management Client Associate** role is a sales support position, ... Registered Wealth Management Client Associate Yardley, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Citigroup (Washington, DC)
- …most transparent Citi customer experience. + Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth through the ... The Wealth Group Executive is accountable for management of...responsibilities, setting vision and productivity goals, overall market profitability, sales , operations, recruiting/salesforce growth, and adhering to all regulatory… more