- Regions Bank (Hoover, AL)
- …and logging into the careers section of the system. **Job Description:** At Regions, the Investment Services Sales Support Manager is responsible for ... + Maintains responsibility for the development and continual refinement of the Investment Services sales , service and coaching process + Leads… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services , LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union ... us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part...2 years of experience in a support , sales , or administrative capacity in a financial service… more
- JPMorgan Chase (Austin, TX)
- …policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales effort with Capital ... you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and… more
- JPMorgan Chase (New York, NY)
- …policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales effort with Capital ... **Primary Function** As an Investment Specialist you are responsible for helping the...Ten plus years' experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including,… more
- Aristotle Capital Management (Newport Beach, CA)
- …experience: required. + Experience in investment management or client service / sales support within the financial services industry, specifically RIA, ... desired. + Clean U4/5. + Natural interest in financial services sales and the financial markets. +...Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services , LLC, are affiliated organizations. Each… more
- Thrivent Financial (Minneapolis, MN)
- …regions. + Provide outstanding inbound, outbound sales and service support by contacting financial and investment advisors with updates pertaining to the ... (external wholesaler). The Investment Consultant will provide sales and sales support to...is 3. + Bachelor's degree. + 0-5 years of sales experience preferably within the financial services … more
- BlackRock (New York, NY)
- …As a top-five manager of retail insurance assets, the team delivers best-in-class investment solutions, sales support , thought leadership, and risk ... clients and prospects. + Coordinate day-to-day delivery of BlackRock's investment and advisory services , including: + Client...with key stakeholders. + Collaborative approach to a team-based sales and service model. For New York,… more
- US Bank (Cedar Rapids, IA)
- …One. **Job Description** Provides sales , processing, operational, administrative and customer service support to Investment Relationship Managers of US ... Bancorp Investment Sales . Performs administrative support...licenses Preferred Skills/Experience - Strong knowledge of the financial services industry, specifically with investment advisory and… more
- City National Bank (Houston, TX)
- …* Bachelor's Degree or equivalent * 3 to 5 years of experience in investment sales and/ or internal sales support * 3 to 5 years of experience ... *BUSINESS DEVELOPMENT SPECIALIST* WHAT IS THE OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the… more
- CIBC (San Francisco, CA)
- …Thinking, Cash Flow Analysis, Client Service , Customer Experience (CX), Investment Portfolios, Post- Sales Support , Product Knowledge, Transaction Banking ... about resolution of all client issues. + Provide integral support for client service teams and special...investments + Experience in personal tax, financial planning or investment management + Strong client service commitment… more