- Morgan Stanley (Boston, MA)
- …Stanley sponsored benefit programs. **Job:** **Asset/Investment Management* **Title:** * National Accounts - Intermediary Sales - Senior Associate* ... which includes governments, institutions, corporations and individuals worldwide. Provide sales , marketing and communication support to global relationship management… more
- Neuberger Berman (San Francisco, CA)
- …The Alternative Investment Product Specialist will work with Neuberger's Investment, National Accounts and Intermediary Sales teams to educate them about ... Investment Product Specialist will work closely with marketing and sales professionals so that they can be more effective...and new products Present support and guidance to NB National Field Force on suite of Alternative Investment solutions… more
- Lincoln Financial Group (Atlanta, GA)
- …of experience in lieu of Bachelor's) + 5 - 7+ Years of experience in intermediary sales that directly aligns with the specific responsibilities for this position ... Glance** We are excited to bring on an **Sr. Account Executive** to join our Group Protection Sales...Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more… more
- JPMorgan Chase (Jersey City, NJ)
- …team, and monitor market trends to shape product innovations As a Global Escrow Sales Managing Director, you will be responsible for execution of the escrow sales ... NJ, you will work closely with regional Product Management partners to align the sales plan to the overall strategy for the business. As the Managing Director you… more
- Citigroup (New York, NY)
- North America Securities Services Sales is seeking a seasoned client coverage / relationship salesperson to be responsible for: (1) overseeing the strategic ... direction of large relationships with bank, broker-dealer, and other financial intermediary clients; (2) growing commercial relationships with such clients; and (3)… more
- Neuberger Berman (Chicago, IL)
- …Berman colleagues across various departments including Leadership, Portfolio Managers/Specialists, National Accounts , Internal Sales Desk, Marketing, ... sales territories. + Coordinate and deliver agenda on national sales calls around sales ...and national levels. + Partner with the National Account team to facilitate discussions on… more
- Morgan Stanley (New York, NY)
- …in the Intermediary Channel. The Portfolio Strategy Consultant will partner with National Accounts , Sales , Product and Marketing to drive research ... sales efforts. *Relationship Management & Leadership*- Work in coordination with National Account Managers to identify and execute on product opportunities… more
- Truist (Woodbury, NY)
- …Legal 1031 Exchange Services, LLC ("Legal 1031) is a leading provider of national qualified intermediary services. Our company is a division of Kensington ... Vanguard National Land Services, one of the leading title insurance...other parties involved in transactions; + Maintaining client files, account statements, balancing of escrow accounts and… more
- BlackRock (San Francisco, CA)
- …and alternative investment managers. **Job** **Purpose/Background/Responsibilities:** The US Cash Management Sales team is seeking an account manager to support ... includes securities lending, cash collateral, sweep activity and separate accounts . BlackRock's cash management style is designed to meet... sales processes required to support the broader sales function (for example account opening and… more
- Optiv (Herndon, VA)
- …an understanding of OEM channel discounting and revenue models + Teamwork: + Support Sales Account Team assigned territory (ENTER ACCOUNT TEAM) + Potentially ... Sales responsibilities, supporting an opportunity for a specific Account Team. The ISR interfaces with all key stakeholders...guidelines, + Act as first point of contact, and intermediary between Optiv + ClearShark and OEM Sales… more
- Citigroup (New York, NY)
- Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our mission is to ... certifications, withholding, information reporting under Internal Revenue Service, Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS)… more
- Principal Financial Group (Des Moines, IA)
- … and/or Group Insurance team members to provide sales support, account management assistance, and intermediary support. During this paid internship, you ... **What You'll Do** Come join Principal's **Retirement & Income Solutions, Sales Internship Program** ! As a sales intern, you'll be teaming up with our… more
- Vanguard (Miami, FL)
- …and prospects in metro and non-metro geographic locations. + Partners with and supports field sales and key account sales executives as needed. + Manages ... Broker Dealer Hybrid Sales Executive - US Offshore Location: Miami, FL...mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences. Client and prospect interaction… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …team production override, personal production ESSENTIAL DUTIES AND RESPONSIBILITIES: #Develop a sales culture and sales focused environment within team. #Answer ... additional bank products. #Processing Customer application request. #Facilitating the account approval process with underwriting, processing, and closing departments… more
- T. Rowe Price (Owings Mills, MD)
- …investment vehicles, and financial market's structure + Proven ability to drive sales directly with intermediary clients + Strong organizational, time ... your career with us. Role Summary: The B/D ETF Sales Specialist (BESS) will be focused on developing and...competing investment vehicles such as mutual funds, separately managed accounts , etc. FINRA Requirements FINRA licenses (Series 7 and… more
- T. Rowe Price (Owings Mills, MD)
- …you to explore the opportunity to join us and grow your career with us. 2025 Sales & Client Engagement Internship Program For 80 years, T. Rowe Price has changed the ... also works to develop new global distribution channels. We have sales & client engagement internship opportunities available within the following businesses… more
- US Foods (Norwalk, IA)
- …for your particular Area. Identify key targets in the Area and gain alignment with the RVP National Sales and Area VP, National Sales . Track and monitor ... to ensure successful transition of account to Account Executives and, as needed, Sales &...and delivery of revenue and profit objectives. Assist RVP National Sales and Area VP, National… more
- Citigroup (Tampa, FL)
- Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our mission is to ... certifications, withholding, information reporting under Internal Revenue Service, Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS)… more
- T. Rowe Price (Owings Mills, MD)
- …controlled, scalable processes for the on-boarding of the firm's institutional and intermediary clients. + Client Account Servicing (CAS) ongoing servicing to ... systems and communicating updates to critical stakeholders Global Client Account Services (GCAS ) strives to be a global,...the firm's institutional and intermediary clients throughout the client relationship. + The CAM… more
- Neuberger Berman (New York, NY)
- …with professionalism, accuracy and within deadlines, including supporting the Dealer Services/ Intermediary Call Center + Perform client account maintenance ... daily workflow processing, provide client service, fund operations and Intermediary support. **Responsibilities:** + Provide superior client service by effectively… more