- Mastercard (Harrison, NY)
- …help people, businesses and governments realize their greatest potential._ **Title and Summary** Manager , Specialist Sales , Advisors BD- Financial ... acquisition, usage, and retention through a suite of CRM solutions. As a Manager , Sales Specialist for loyalty you will be responsible for selling Mastercard… 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
- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers ... and Investment Advisors who serves clients in the high-net-worth segment, supporting...+ May act as a subject matter expert to Sales Support team + Coordinates with relationship mangers to… 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)
- …executes on marketing initiatives that support our investment products and our sales goals. By leveraging market insights, industry trends, and story-telling skills, ... team member to lead our fixed income efforts. As the fixed income content specialist , you'll build and execute on a calendar of content initiatives aligned with… 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