- Novo Nordisk Inc. (Plainsboro, NJ)
- …others within the PCOR Team, Managed Markets Strategy, IT, Customer Service, and Field Sales personnel. Works on a team of Institutional Contracts and Membership ... works closely across the organization to guide enterprise-wide resource allocations, investment choices, drive core operations and develop insights to drive growth… more
- US Bank (Portland, OR)
- … clients with emphasis on corporate clients -Prior experience participating in institutional investment sales and business development efforts, with ... client portfolio strategy and oversight, regular servicing and communication, and sales participation with the Bank's largest and most sophisticated OCIO clients… more
- Wellington (New York, NY)
- … knowledge and commercial skills, preferably in a relevant capacity such as institutional equity sales , investment management, investment consultant, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on… more
- JPMorgan Chase (New York, NY)
- …capabilities and skills** + 10+ years in the Defined Contribution market, Institutional Investment Management sales , relationship management and client ... Description** JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides… more
- Scotiabank (New York, NY)
- …banking compliance experience preferably with a major international banking organization with institutional trading & sales , investment banking, capital ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed… more
- Raymond James Financial, Inc. (Seattle, WA)
- …RJA's services include: private client; institutional equity and fixed income institutional sales ; investment banking; trading activities; and operations ... of assets under administration._ _About Raymond James:_ _RJA is an investment adviser and full-service broker-dealer dually registered with the Securities and… more
- ADP (Florham Park, NJ)
- …Retirement Services Marketing and Sales Leadership + Supervise and mentor Institutional Investment Consultant I and II associates as needed **QUALIFICATIONS ... ADP is hiring an ** Institutional Investment Consultant** . In this...after completion of suitability questionnaire. + Ability to lead investment conversations, strategize with Sales and Financial… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Client Data team as part of Corporate and ... or serve as a peer mentor **Required Qualifications:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- PNC (Phoenix, AZ)
- …have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be ... may be performed remotely, at the manager's discretion. Reporting to the Institutional Asset Management Market Leader, you will deliver OCIO (Outsourced Chief … more
- Zions Bancorporation (Salt Lake City, UT)
- … and Trading is a team of experienced traders and institutional sales personnel who assist institution with their investment needs through fixed income ... to help our team grow. Zions Bank is accepting applications for an: Institutional Sales Associate to join our Capital Markets department. Responsibilities: +… more
- US Bank (Los Angeles, CA)
- …+ Five or more years of related experience, preferably in portfolio management, sales , marketing, or relationship management with institutional clients + FINRA ... to serve as the key point of contact to institutional clients in California. This individual will be charged...and maintain client interface with CFOs, Finance Directors, and Investment Committees, and others, in general, providing capital market… more
- Siebert Williams Shank (New York, NY)
- …able to build upon those over time. Requirements + 5+ years of experience in Institutional Sales + FINRA Series 7 and 63 registrations required + Established ... & Co., LLC ("SWS") is seeking to expand its Institutional Fixed Income Sales desk. We are...are a fast-growing, top-ranked financial services firm that provides investment banking, sales , trading and research services… more
- JPMorgan Chase (New York, NY)
- …skills:** + An ideal candidate has at least four years' experience in sales and trading, investment management or similar client management roles. Additionally, ... JP Morgan Platform Sales - Securities Services combines Custody, Accounting, Middle...+ Identifying, prospecting, leading and winning new business with institutional clients in the Endowments & Foundations, Public and… more
- Citigroup (San Francisco, CA)
- …and geographic lines. - FINRA Series 7 & 63 licenses. **Job Family Group:** Institutional Sales **Job Family:** Investor Sales **Time Type:** Full time ... **Description:** - This institutional equity sales position is for...product, corporate access and equity capital markets, delivering alpha-enhancing investment recommendations and resources. - Work with internal partners… more
- Amalgamated Bank (New York, NY)
- …and Taft-Hartley. The candidate will also have existing relationships with institutional investment consultants, and other service providers within the ... + Bachelor's degree; MBA or other equivalent preferred. + 8+ years of institutional investment management experience with a quantifiable track record of building… more
- Morgan Stanley (New York, NY)
- …the NFR Department, is primarily responsible for assessing activities within the Institutional Securities Group (ISG), including Sales and Trading (Equities, ... audit. > Excellent verbal and written communication. > A strong understanding of institutional financial products, sales , trading, and systems. > A strong… more
- Regions Bank (Nashville, TN)
- …careers section of the system. **Job Description:** At Regions, the Institutional Trust Relationship Consultant retains and develops relationships and associated ... for a group of accounts, which may include Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts.… more
- Citigroup (Miami, FL)
- …and serves 40% of the world's billionaires and their families. **Responsibilities:** + The Investment Sales Assistant Sr. Analyst role is to provide a wide ... Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of...**Job Family Group:** Private Client Product Services **Job Family:** Investment Sales Services **Time Type:** Full time… more
- M&T Bank (Williston, VT)
- …work on asset management and wealth management requests particularly complex institutional investment management opportunities. **Location:** This position is ... experience Minimum of 3 years' managerial experience Asset management and institutional investment management industry knowledge Proven project management skills… more
- Principal Financial Group (Phoenix, AZ)
- **What You'll Do** This role drives sales activities for our Institutional Wealth management within the RIA channel throughout the West (OR, WA, CA, AZ, ID, WY). ... for collective success in building RIA relationships. Accountable for achieving sales targets and maintaining relationships within the channel covering our ETF's,… more
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