- First American (Los Angeles, CA)
- …provides single-point service for simple to multi-property/multi-state national commercial real estate transactions. Since 1889, First American (NYSE: FAF) has ... American Exchange provides comprehensive 1031 tax deferral services to business owners and real estate investors in connection with the sale and acquisition of … more
- The Standard (Pittsburgh, PA)
- …in our local communities.We offer a caring culture where you can make a real difference, every day. Ready to reach your highest potential? Let's work together.Job ... SummaryOur Employee Benefits sales team is growing! This is your opportunity to...Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative… more
- Oaktree Capital Group, LLC (New York, NY)
- …notes/portal access, etc.). Sales and Due Diligence PartnerPartners closely with Marketing ( sales ) to lead or support the Investment Due Diligence (IDD) ... legal, accounting, compliance and investment aspects of the investment products offered by Oaktree;Prior client-facing and sales -support experience;Highly… more
- LPL Financial Holdings, Inc. (Fort Mill, SC)
- …we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast ... an impact in lives of advisors, institutional partners, and investors.Job Overview:The Financial Representative of the Investor Solutions Team is part of a team of… more
- Wescom Credit Union (Anaheim, CA)
- …service usage with the Credit Union. Makes referrals for insurance services, investment services and real estateservices.Assists with loan application processing ... goals in support of department goals. Contributes toWescom growth through needs-based sales and service skills to match services to member needs. Ensures optimal… more
- Bank of America Corporation (New York, NY)
- …power to make a difference. Join us!Job Description:Acts as the senior product representative on a client team and is solely responsible for all product transactions ... marketing plans and strategies affecting an entire region or section.The Private Equity/ Real Assets Product Sourcing & Origination team strives to develop and… more
- The Goldman Sachs Group, Inc (New York, NY)
- …ABOUT THIS SKILLSETHelping clients navigate markets to support their investment goals.Individuals across these teams have strong communication, integrity, time ... require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive,… more
- The Goldman Sachs Group, Inc (Dallas, TX)
- …ABOUT THIS SKILLSETHelping clients navigate markets to support their investment goals.Individuals across these teams have strong communication, integrity, time ... require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive,… more
- Truist Financial (Nashville, TN)
- …(TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, ... of sales efforts, sales effort progression and sales revenueQUALIFICATIONSRequired Qualifications:The requirements listed below are representative of the… more
- The Bank of New York Mellon Corporation (New York, NY)
- …the following ways: Responsible for originating, pricing, structuring and distributing multi-bank real estate and investment grade credit facilities for key BNY ... Vice President, Syndications Origination, Structuring and Sales Bring your ideas. Make history. BNY Mellon...build the best global team - one that is representative and inclusive of the diverse talent, clients and… more
- T Rowe Price Group, Inc (Maryland Line, MD)
- …and audiences. The PA serves as a subject matter resource for their assigned investment strategies and serves as a representative of those investment ... on RFPs as well as written commentaries on assigned investment strategies.Support the full sales cycle (obtaining...full sales cycle (obtaining consultant ratings, prospecting, sales meeting preparation, real -time sales … more
- T Rowe Price Group, Inc (Southern Md Facility, MD)
- …(PA) serves as a subject matter resource for their assigned T. Rowe Price investment strategies and a representative of those investment portfolios across ... distribution.Provide investment support for, and sometimes represent investment staff's perspective on sales and marketing...full sales cycle (obtain consultant ratings, prospecting, sales meeting preparation, real -time sales ,… more
- T Rowe Price Group, Inc (Maryland Line, MD)
- …matter expert for the (fully transparent) Equity ETF suite of T. Rowe Price investment strategy(s) and a representative of those investment portfolios across ... appropriately tailored to applicable audience and region. * Represent investment staff's perspective on sales and marketing...full sales cycle (obtain consultant ratings, prospecting, sales meeting preparation, real -time sales ,… more
- Carlyle Group (Ong, NE)
- …is responsible for the distribution of Carlyle's Global Private Equity (PE, Real Estate, Infrastrucure) offerings to small and mid-sized institutional investors in ... client meetings. The role is a fast-paced, highly competitive, client facing sales role that is rewarded based upon consistent, superior results. Additionally, as… more
- JP Morgan Chase & Co. (Los Angeles, CA)
- …Manage complex, multi-product client relationships as the primary corporate banking representative * Partner closely with Investment Banking coverage and product ... based Media & Entertainment companies that are users of investment banking products and traditional banking services. We help...partners, and coordinate the sales and service efforts of partners across the firm*… more
- Manulife Insurance Malaysia (Boston, MA)
- …how you can grow your career, make impact and drive real change with our Winning Team today.Working Arrangement: HybridJob DescriptionGeneral Accountability:Manulife ... Investment Management ("Manulife IM") is the global wealth and...development, organizing target lists of potential new clients, and sales process management.Managing and coordinating investor reporting, annual portfolio… more
- AEGON NV (Chicago, IL)
- …wealth managers, family offices and foundations. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & ... (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US...regulatory and other filing requirement for the US platformProduct representative with legal, risk and compliance to address new… more
- Century Bank (Santa Fe, NM)
- …function and communications and activities, of trust and investment management accounts. Primary role and responsibilities include:Maintains relationships ... develop and retain highly satisfied clients, attend meetings with beneficiaries and investment managers to recommend potential additions or changes to the trust… more
- Wescom Credit Union (Anaheim, CA)
- …to appropriate delivery channels, and make referrals for insurance services, investment services and real estate services.Partners and collaborates with ... consumer loan products, membership growth, insurance services (WIS and WFS), investment services (WFS), home equity products and first mortgage products. Responsible… more
- Truist Financial (Sarasota, FL)
- …description:Deliver customized, complex banking and capital markets solutions to private real estate developers and investors nationwide. Banker is the primary point ... management, and market overviews.6. Engage and be active in various Commercial Real Estate (CRE) industry organizations including, but not limited to, ULI, NAIOP,… more
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