- Wellington (Boston, MA)
- …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role on the East Coast. This sales ... houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington's...degree - 7-10 years of demonstrated success in external sales with financial advisors and wire houses - Proven… more
- Citigroup (San Francisco, CA)
- …of surfacing new commercial opportunities and improving client outcomes. **Institutional Wealth Sales :** In partnership with coverage and product stakeholders, ... is responsible for driving sales into the Institutional Wealth segment. Key Institutional Wealth sales focus includes: + Supporting existing coverage… more
- DXC Technology (Austin, TX)
- …and boost cost efficiencies and innovation. **About this role** The DXC Insurance Software Sales Director - Life & Wealth is a consultative seller that can ... to accomplish. They regularly anchor DXC value propositions and sales strategies on strategic solutions that can deliver those...sales efforts and pursuits across insurance Life & Wealth industry selling our software solutions. + Working side… more
- UMB Bank (Leawood, KS)
- …skills. + You show exceptional written communication and presentation skills. + Youshow wealth advisor sales skills with acumen to close new business. + ... The **Private Wealth Management team** serves to manage, protect and...is important to them and why. At UMB Private Wealth Management, your story is our focus. As the… more
- M&T Bank (Baltimore, MD)
- …the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy** **_._** **Resolves the more routine ... **Overview:** **Supports servicing and related sales enablement activities to drive new client relationships...(HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition.… more
- Regions Bank (Fairview Heights, IL)
- …calls, and preparing and maintaining client marketing materials o Collaborates with private wealth management and sales team to ensure client needs are fulfilled ... careers section of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad… more
- US Bank (Rancho Palos Verdes, CA)
- …equivalent work experience - At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and ... state insurance licenses. Preferred Skills/Experience - Basic knowledge of the securities industry and markets - Well-developed analytical and decision-making skills to provide customized investment and financial planning advice - Effective interpersonal,… more
- JPMorgan Chase (Chicago, IL)
- …advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Sales Practice Manager within ... JP Morgan Wealth Management provides individuals, advisors and institutions with...will have the opportunity to identify and review potential sales practice issues. You will manage complex, high-risk escalations… more
- BlackRock (Boston, MA)
- …Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned ... solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors… more
- NTT America, Inc. (New York, NY)
- …long-term relationships by understanding clients' needs, goals, and challenges in the wealth management industry. + Consultative Sales & Business Development: ... adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our team in… more
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