- Aztec (Boston, MA)
- …Global Markets division in addition to the broader global services and asset management divisions to ensure that the sales team is maximizing opportunities ... across a variety of outsourced solutions for both asset owners and asset managers.Driving regional sales team revenue production in order to meet budgeted… more
- Amerantbank (Coral Gables, FL)
- …is primarily responsible for providing operational support and exceptional customer service to the bank's affiliated broker dealer and registered investment ... of account opening documents while striving to create a paperless environment.Process asset movement requests inside of their pre-established SLA times within a… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …the Crypto Tax team collaborates deeply with Fidelity Digital Assets\u2120 product, operations, sales , and service teams to ensure business readiness for the ... unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. It is the… more
- Fidelity TalentSource LLC (Boston, MA)
- …support, client asset movements, and reporting. You will work alongside Prime Services account managers, Institutional Trading, and Sales in the support of ... the development of new procedures, products, and technologies sought at improving service to clients. Involvement in the testing and implementation of such… more
- Nesco Resource (New Haven, CT)
- Overview Facilitates sales initiatives and business development opportunities within Asset Advisors on behalf of our proprietary suite of mutual fund investment ... campaignsCoordinates with internal parties and external vendors to establish and service accounts on an ongoing basis. Core Responsibilities: Learn and understand… more
- Citigroup (New York, NY)
- …such risks can be quantified and mitigated where possible. **Knowledge/Experience:** + Strong securities background with specific focus on asset servicing + Good ... both Hub and Domestic. Citi provides settlement, custody and asset servicing solutions to investor clients through a global...for all product related issues + Support relationship and sales teams acting as product expert when discussing new… 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 ... clients; and (3) identifying / pursuing prospective clients of the firm's Securities Services business. **Responsibilities:** + Deeply understand and be able… more
- JPMorgan Chase (Brooklyn, NY)
- …for the project management of new and incremental client business to the Securities Services organization within JPMorgan's Corporate Investment Bank. As a ... you will cover a diverse client base that includes Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds,...management of new and incremental client business to the Securities Services organization. You will cover a… more
- Broadridge Financial Solutions (Boston, MA)
- …along the way, come join the Broadridge team. The Head of North America Securities Finance Product Services will be responsible for developing the strategic ... direction and business development initiatives for our Securities Finance business. This role is pivotal in driving...Job Description In this role, youll collaborate with the Sales team to cultivate and enhance relationships within the… more
- TD Bank (New York, NY)
- …Location** : United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $150,000 - $200,000 USD TD is committed to providing fair ... TDS Treasury is part of Global Markets in TD Securities , and manages the dealer's liquidity, funding and non-trading...team is responsible for funding and liquidity activities and Asset and Liability management of TDS' US region entities.… more
- JPMorgan Chase (Boston, MA)
- …team responsible for the end-to-end management of the global custodian bank tax service offering. You will leverage your tax technical knowledge and experience by ... business requirements and by setting, maintaining, and owning tax service definitions for the custody business in the Americas...Partnering with JP Morgan Corporate Tax, Legal, Product and Sales / New Business teams to develop new tax… more
- JPMorgan Chase (Boston, MA)
- Platform Sales - Securities Services combines...suite of end-to end capabilities for our clients. The Asset Manager team works with the top asset ... 3+ years of experience in sales or client management and/or securities services or investment management Preferred qualifications, capabilities and skills: +… more
- JPMorgan Chase (Columbus, OH)
- The Asset Management, Client Service division is responsible for maintaining the Client Service vision, strategy and day to day management of over 1800 ... Asset Management clients across the Institutional, Sub Advisory, and...Sales , Investments, Technology, Legal, and Operations. A Client Service role is perfect for anyone looking to drive… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Essential Duties and Responsibilities:** * Delivers services for all facets of Asset Management Services Sales and Raymond James Advisors, as well ... training to provide advanced daily support to the Sales team within the Asset Management Services department. Partners with Internal Sales team to… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …transactions. + Provide support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for ... Securities Industry Essentials (SIE), Series 7/79/63 license required. Director- Asset Backed Finance & Securitization-Origination & Execution-Transportation & Large… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Abilities:** **Knowledge of:** * Fundamental concepts, principles and practices of the securities industry and asset management products. * Principles of finance ... **Job:** Investment Management **Primary Location:** US-FL-St. Petersburg-Saint Petersburg **Organization** Asset Management Services **Schedule** Full-time **Job Shift**… more
- Principal Financial Group (Stamford, CT)
- **What You'll Do** We're looking for an AVP - Portfolio Administration, Client Service & Marketing to join our Spectrum Asset Management team. In this role, ... focus on portfolio administration, client service , performance reporting, marketing, and compliance monitoring! You will lead a small team to support clients by… more
- SMBC (New York, NY)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... reporting. The AM &LR Specialist will work closely with Asset Management, Credit, Accounting and Sales teams...Services + Minimum of 5 years collections / asset management experience in leasing industry; or 3-4 years… more
- SMBC (Springfield, IL)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... and reporting. The SVP, AMD will work closely with Asset Management, Credit, Accounting and Sales teams...process + 10+ years of specialized experience in Financial Services + Minimum of 7 years of asset… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services . The Firm's employees ... Banking/ Sales /Trading/Research* **Title:** *Fixed Income - Head of CRE Asset Management - Executive Director* **Location:** *New York-New York* **Requisition… more
