• Sales Support Specialist - Intern

    Common Energy (Manhattan, NY)
    …the energy sector, including Google and President Obama's cabinet. About The Role As a Sales Support Specialist , you will play a vital role in supporting our ... sales and operations teams. This position is ideal for...sales resources including working with Common Energy Communications Manager on updates as needed * Contribute to a… more
    Common Energy (03/18/25)
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  • Investment Advisory Specialist

    Bank of America (Pennington, NJ)
    …advisory business. + The Specialist is focused on proactively supporting the advisors in their respective markets to drive sales growth through in person, ... and make an impact. Join us! **Job Description:** The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management Specialists… more
    Bank of America (02/15/25)
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  • Senior Specialist , Technical Success…

    Qualtrics (Provo, UT)
    …people across the globe who think that's work worth doing. **Analyst, Technical Success Manager - Scale** **Why We Have This Role** The Customer Success Team is at ... and services. We understand their goals and, as trusted advisors , will help them deliver on their business objectives...the customer. + Technical Success Managers work in a post- sales capacity that directly contributes to the long-term success… more
    Qualtrics (03/15/25)
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  • Business Development Specialist

    City National Bank (New York, NY)
    …leads to nurture relationships and convert them into clients * Introduce interested Advisors to local Sales team and facilitate warm hand-off. Collaborate with ... *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
    City National Bank (01/04/25)
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  • Alternatives Specialist

    Neuberger Berman (New York, NY)
    …is seeking an Alternatives Specialist to join the North American Intermediary Sales team in the New York office. **Responsibilities** + Support of Alternatives ... Specialist Team and Client Advisors in all...of the Fund, including the Private Markets Investment Team, Sales Management, Client Advisors , and Marketing. +… more
    Neuberger Berman (02/19/25)
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  • Associate/Vice President Retirement…

    BlackRock (Boston, MA)
    …results and expand relationships with the largest fastest growing retirement financial advisors . 2. Each Retirement Specialist is focused on cultivating new ... **About this role** **About this role:** We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned… more
    BlackRock (03/07/25)
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  • Senior Specialist , Technical Success…

    Qualtrics (New York, NY)
    …5,000 people across the globe who think that's work worth doing. **Technical Success Manager , Senior Analyst - Financial Services** **Why We Have This Role** The XM ... and services. We understand their goals and, as trusted advisors , will help them deliver on their business objectives...for the customer. Technical Success Managers work in a post- sales capacity that directly contributes to the long-term success… more
    Qualtrics (03/08/25)
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  • AI Regional Specialist

    Bank of America (Atlanta, GA)
    …Investment Specialist will provide support and guidance to Financial Advisors on suite of Alternative Investment solutions in order to drive utilization ... AI Regional Specialist Atlanta, Georgia **Job Description:** At Bank of...investment strategies in order to educate our clients and Advisors on underlying manager performance and the… more
    Bank of America (03/21/25)
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  • Asset Management - Transportation Investment…

    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
    JPMorgan Chase (03/20/25)
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  • Client Advisory Specialist

    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
    Neuberger Berman (01/09/25)
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  • Asset Management - Client Advisor (Edward Jones…

    JPMorgan Chase (Columbus, OH)
    JP Morgan is a leading asset and wealth manager in the US, with a rich history of prioritizing clients' interests. Our fiduciary responsibility shapes our client ... a pivotal role in fostering long-term relationships with financial advisors , particularly within the Edward Jones network. Your primary... in Indiana, Michigan and Ohio. + Provide field sales coverage and support to clients, with a focus… more
    JPMorgan Chase (01/26/25)
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  • Investment Specialist Sr. Lead

    Citigroup (New York, NY)
    Job Description The Investment Specialist Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within ... of work within the team/project. **Responsibilities:** + The Managed Investment Specialist team is responsible for supporting investment products through separately… more
    Citigroup (03/04/25)
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  • SAP Digital Hub: Digital Solution Advisor Senior…

    SAP (Alpharetta, GA)
    …their desired outcomes (with a specialization in the nuances of digital sales techniques). DSAs serve as domain experts and spokesperson(s) for designated solution ... DSAs are responsible for integrating SAP knowledge with modern digital sales methodologies, ensuring effective communication of product value and facilitating… more
    SAP (01/23/25)
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  • Alternatives Specialist

    Neuberger Berman (Chicago, IL)
    The Alternatives Specialist will work closely with NB's intermediary, national accounts, and investment teams to effectively articulate, sell, and manage discussions ... alternative products and new offerings + Help educate Financial Advisors and their end clients in the incorporation of...10+ years of capital markets experience in either a sales , investment, or investor relations role with a minimum… more
    Neuberger Berman (03/18/25)
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  • Wealth Management Specialist - NPD

    Bank of America (Northbrook, IL)
    Wealth Management Specialist - NPD Northbrook, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
    Bank of America (01/31/25)
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  • Specialty Finance Product Specialist

    Neuberger Berman (Lenwood, CA)
    …Vice President team member dedicated to NBSF to act as a fund specialist , managing and coordinating all prospect / client-related matters and other non-investment ... asset-based lending + Serve as a resource for broader sales teams and provide them with tools, content, customized...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
    Neuberger Berman (03/04/25)
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  • Senior Medical Science Specialist

    Medtronic (Minneapolis, MN)
    …to the Director of Medical Science, the **Senior Medical Science Specialist ** is responsible for leading clinical evidence development for Peripheral applications ... treatment community. + Therapy-specific expertise The Senior Medical Science Specialist must be detail-oriented and self-motivated, with excellent analytic,… more
    Medtronic (03/14/25)
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  • Asset Management - Derivatives Investment…

    JPMorgan Chase (New York, NY)
    …managed by the team. **Job summary:** As an Asset Management Derivatives Investment Specialist - Vice President within the Asset Management Derivatives team at JP ... clients, creating and maintaining compelling marketing materials, product development and sales /retention strategy. You should share our passion for creating an… more
    JPMorgan Chase (03/10/25)
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  • Marketing Content Specialist - UX…

    Neuberger Berman (New York, NY)
    …success. **The Opportunity** We are seeking a talented Investments Marketing Content Specialist focusing on commercial and promotional writing to join our in-house ... various formats to drive engagement, increase website traffic, and support the firm's sales and growth objectives. The ideal candidate has a firm grounding in UX… more
    Neuberger Berman (02/07/25)
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  • Asset Management - Customized Bond Portfolios…

    JPMorgan Chase (New York, NY)
    …preferreds, and international strategies. As a Customized Bond Portfolio Investment Specialist within the Global Fixed Income, Currency and Commodities team (GFICC) ... limited to servicing clients, marketing investment strategies, product development and sales /retention strategy. You should share our passion for creating an… more
    JPMorgan Chase (01/24/25)
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