- CLSA (San Francisco, CA)
- Position Description The Equity Sales Associate plays a important role in supporting institutional clients with their investment process. This position ... to build and maintain relationships with clients. The Equity Sales Associate works closely with the equity...to client requests Performing other tasks as requested; organize sales ' distribution lists, providing logistical support for… more
- US Bank (Newport Beach, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... - Typically two to four years of relevant banking or sales experience Preferred Skills/Experience - Strong quantitative, analytical, and problem-solving skills… more
- Oppenheimer & Co. Inc. (New York, NY)
- …of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and ... Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. The RCSA's...East branch office. The RCSA's primary responsibility is to support Financial Advisors in sales , marketing and… more
- Galaxy (New York, NY)
- …the products and services to make that future a reality. Our institutional digital assets platform spans trading, investment banking, asset management, staking, ... Michael Novogratz, our team blends deep crypto expertise with institutional experience and a shared commitment to shaping the...Galaxy Digital is looking for an Account Opening Compliance Analyst/ Associate to play an active role in the account… more
- Choreo (Orinda, CA)
- …tasks relating to client accounts and transactions Collaborate with Wealth Advisors, Associate Advisors, Operations, portfolio managers, and platform support to ... support for approved designations and courses Technical, leadership, sales training opportunities Unlimited, discretionary time off Paid parental leave Choreo… more
- University of Redlands (Burbank, CA)
- …Identify and recruit alumni volunteers and facilitate their meaningful involvement in support of institutional advancement goals. Plan, market, coordinate, and ... Executive Director of Development and Alumni Relations for Woodbury and SFTS, the Associate Director of Development & Alumni Relations will play a critical role in… more
- EAB (Richmond, VA)
- …visits to inform future initiatives and new product development inquiries Indirectly manage Sales Associate to goals, providing formal feedback and guidance on ... be flexible and adaptable in a changing environment Ability to indirectly manage a Sales Associate to goal, coach and provide constructive formal and informal… more
- BTIG (San Francisco, CA)
- Job Purpose: BTIG seeks an Associate to support the Equity Research team in the Software space. This individual will be responsible for assisting Senior Analysts ... will maintain relationships with company management teams; industry contacts; internal sales and trading personnel; and institutional investors Requirements &… more
- Oppenheimer & Co. Inc. (New York, NY)
- …of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and ... their fund administrators. Field inquiries from Financial Advisors and internal sales teams on alternative investment offerings. Communicating with internal groups… more
- Ameriprise Financial (Orlando, FL)
- The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. ... client acquisition, advice, investment solutions, external practice acquisition, and more. Support branch manager to recruit and on-board high quality experienced… more
