- JPMorgan Chase (Jersey City, NJ)
- …manage a forward-looking calendar of content in collaboration with Life Insurance and Annuities sales teams to ensure timely availability of materials. + ... peace of mind in retirement. Job Summary: As an Annuity and Life Insurance - Marketing Manager ...Annuities editorial board to ensure all Product and Sales teams are informed about upcoming communications or marketing… more
- State of Montana (Helena, MT)
- …Housing (MBOH) is responsible for proper accounting and reconciling of all investment activity including purchases, sales , transfers and interest payments ... journal entries into the general ledger /Ability to:/ . Process monthly investment transaction that includes purchases, sales , transfers and interest payments… more
- Bloomberg (New York, NY)
- …used by insurance annuity issuers and sell-side firms. As an Index Sales Specialist you will drive the design, adoption and education of Bloomberg Index products ... the information and tools they need to make critical investment decisions and remain connected across all sides of...and employees alike. Our team comprises several key pillars: sales , service, operations, culture and brand. As a department,… more
- Aegon Asset Management (CA)
- …Protection Solutions and Savings & Investments, comprised of life insurance, annuities , employee benefits, retirement plans, and Transamerica Investment ... and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's...long term care, universal life, and variable and fixed annuities . These are supported by Transamerica Corporate , which… more
- Morgan Stanley (Purchase, NY)
- … Investment Products, Alternative Investments, Insured Solutions, and National Sales . This requires close coordination with support partners such as Product ... help build, preserve and manage wealth. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management,… more
- Citigroup (Tampa, FL)
- …years relevant experience. + Spanish and/or Portuguese speaking preferred + Robust investment and insurance sales & Management experience. + Recruiting Success ... The IPB Wealth Solutions Advisory Manager accomplishes results through the management of professional...demonstrated in Financial Sales teams with prior investment /insurance … more
- Equitable (Woodbridge, NJ)
- …to interact effectively with all levels + Comprehensive knowledge of life, annuity and investment products, market planning and financial planning **ABOUT ... Branch Manager , Atlantic Liberty ( 240000MS ) **Primary Location**...and Development + Supervision and Documentation Practices + Branch Sales Activity and Promotion + Marketing and Communications +… more
- MetLife (New York, NY)
- …is one of the world's leading financial services companies, providing insurance, annuities , employee benefits and asset management to help its individual and ... outcomes of this evolution are 1) growth - marketing as an investment with predictable contribution to enterprise value, 2) efficiency/effectiveness through a data… more
- Truist (Naples, FL)
- …Responsible for the supervision of Client Service Associates, including their sales support processes and activities. Develop plans and processes in conjunction ... with Wealth Brokerage sales leaders to ensure the service provided by Client...as needed. 5. Approve operational submissions and forms when manager approval is required. 6. Oversee training, performance evaluations,… more
- Raymond James Financial, Inc. (Charleston, SC)
- …own book of business. **Essential Duties and Responsibilities** * Assists Resident Manager at each branch with the following activities: Attracts, selects, orients, ... Performs reviews of client accounts. Develops and implements plans to meet office sales goals. Facilitates sales promotion activities such as seminars and… more
- Raymond James Financial, Inc. (Palm Beach, FL)
- **Description** **Job Summary** In conjunction with a Complex Manager , is responsible for overall efficiency and management of a Raymond James and Associates retail ... **Essential Duties and Responsibilities** * In conjunction with the Complex Manager , evaluates branch structure and strategic plan, including future growth as… more
- Morgan Stanley (Purchase, NY)
- … annuities and insurance, retirement and trust. * * *Position Summary* Global Investment Manager Analysis (GIMA), a unit within the WM Investment ... comprehensive manager research on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds… more
- Raymond James Financial, Inc. (Farmington Hills, MI)
- …Performs reviews of client accounts. * Develops and implements plans to meet office sales goals. * Facilitates sales promotion activities such as seminars and ... effective questioning and listening techniques. **Ability to** * Continuously learn investment products, industry rules and regulations, and financial planning. *… more
- Raymond James Financial, Inc. (Philadelphia, PA)
- …build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with ... a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success....Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial… more
- BMO Financial Group (Thousand Oaks, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap… more
- Lincoln Financial Group (Radnor, PA)
- …they are filed timely and accurately + Assure fund administration compliance with the Investment Company Act of 1940 as well as the Securities Acts of 1933 and ... 1934 + Maintain a working knowledge of strategic investment market activities and industry pronouncements and their impacts on the Funds as well as LNL + Review,… more
- Morgan Stanley (Purchase, NY)
- …comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & ... cash management, annuities , insurance, retirement and trust services. We are seeking...("Virtual Private Banking Specialist" or "VPBS") to join our Sales Team in the Private Banking Group. The Associate… more
- Morgan Stanley (Louisville, KY)
- …comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & ... cash management, annuities , insurance, retirement and trust services. We are seeking...candidate ("Associate Private Banker" or "APB") to join our Sales Team in the Private Banking Group. The Associate… more
- Morgan Stanley (San Diego, CA)
- …comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & ... cash management, annuities , insurance, retirement and trust services. We are seeking...candidate ("Associate Private Banker" or "APB") to join our Sales Team in the Private Banking Group. The Associate… more
- Equitable (Raleigh, NC)
- …products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable ... track and be on the path to becoming a vice president or district manager . Equitable Advisors' training systems are designed to provide you with the skills and… more
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