- City National Bank (New York, NY)
- …with leads to nurture relationships and convert them into clients -Introduce interested Advisors to local Sales team and facilitate warm hand-off. Collaborate ... *BUSINESS DEVELOPMENT SPECIALIST * Are you a self-motivated financial professional looking...career in an entrepreneurial environment and help make a sales impact? City National Rochdale, a specialized high-net-worth investment… more
- JPMorgan Chase (New York, NY)
- …services including trusts and estates, loans, mortgages and deposits. As a Fixed Income Specialist within the Market Strategy Group, you will work with a global team ... of fixed income specialists who advise clients and advisors on positioning fixed income managed solutions in the...long-term fixed income flows + Partner closely with the manager selection and fixed income strategy teams globally to… more
- JPMorgan Chase (New York, NY)
- …is to know the portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated with the investment ... develop distribution strategy, targets and tactical plans. + Partner with the Client Advisors ("CAs") and, where appropriate, the consultant sales team, to pitch… more
- Neuberger Berman (New York, NY)
- …will act as a multi-territory coordinator partnering with external field coverage, sales leadership, intermediary specialist teams and the home office ... As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist … more
- Morgan Stanley (New York, NY)
- Financial Planning Engagement Desk Hybrids will be responsible for educating Financial Advisors on Morgan Stanley's state of the art financial planning tools and ... benefit of utilizing a goals-based approach and will ensure advisors are aware of the positive impact to clients...Solutions departments. This person will report to the team manager and leverage Morgan Stanley's state-of-the-art financial tools on… more
- Neuberger Berman (New York, NY)
- We are seeking an accomplished Product Marketing Specialist to join our Investment Communications Team (ICT) in New York. In this role, you will proactively seek ... experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and… more
- JPMorgan Chase (New York, NY)
- …Outsourced Chief Investment Office ("OCIO team")** The OCIO team is a specialist group of portfolio managers providing highly customized investment advice and ... professionals, they have extensive cross-asset class and market knowledge. As Portfolio Manager , the candidate will be expected to drive client acquisition and… more
- JPMorgan Chase (New York, NY)
- …and single names. The team is primarily based in New York, with regional Specialist teams in London and Hong Kong. **Job Responsibilities** + Operate as a subject ... team in driving long-term flows across the coverage region + Partner with Advisors to understand their client base, identify opportunities for new business growth… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Specialist team, the primary responsibility of the Client Advisory Analyst is to support the Client Advisory Specialists ... and Advisor Consultants to build and maintain the intermediary sales team's growing business. **Responsibilities** + Support the Broker-Dealer field sales team… more