- Scotiabank (New York, NY)
- …or audit. + Experience/background in compliance applicable to broker-dealer internal inspections, institutional trading & sales , investment banking, futures ... and state banking rules applicable to international banks conducting institutional trading & sales , investment banking, investment management, and… more
- Neuberger Berman (TX)
- …forums **Pivotal Experience & Expertise:** + Minimum of 7 years' experience in an institutional sales role at an investment management firm + Extensive ... As a key member of the West region sales team, this position will be responsible for... team, this position will be responsible for selling institutional investment management services by calling directly… more
- Scotiabank (New York, NY)
- …should involve testing or audit. + Experience/background in compliance applicable to institutional trading & sales , investment banking, futures commission ... SEC, CFTC, NFA rules applicable to international banks conducting institutional trading & sales , investment banking, investment management, and… more
- Wells Fargo (Charlotte, NC)
- …It all begins with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Associate within our Centralized Callback Team as part ... in the department as needed **Required Qualifications:** + 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Wells Fargo (Charlotte, NC)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist in Capital Markets as part of Corporate ... all Tri-Party repo obligations. **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one… more
- PNC (Houston, TX)
- …an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be ... may be performed remotely, at manager's discretion. Reporting to the Institutional Asset Management Regional Managing Director, you will deliver OCIO (Outsourced… more
- TD Bank (New York, NY)
- …CFA and/or an Actuarial qualification preferred + 7+ years of experience in an investment consulting, institutional sales , institutional marketing or ... of the Consultant Relations Team to manage TDGIS's relationships with the institutional consultant community. In addition to a competitive base pay and extensive… more
- Santander US (New York, NY)
- FX Product Specialist, Institutional Sales , Executive Director - New York Country: United States of America **Your Journey Starts Here:** Santander is a global ... dynamic FX Product Specialist Executive Director to join our Institutional Sales team within the Global Markets...work experience - Required. + 12+ Years of FX Sales experience within an investment bank or… more
- T. Rowe Price (San Francisco, CA)
- …commitment to the clients it serves. T. Rowe Price has been serving the investment needs of institutional clients for decades - maintaining and expanding these ... segment, the firm has built a global team of Institutional Client Service Executives (ICSE) who serve as the...in the firm's CRM system in close collaboration with sales , consultant relations, and investment teams to… more
- Siebert Williams Shank (New York, NY)
- …able to build upon those over time. Requirements + 5+ years of experience in Institutional Sales + FINRA Series 7 and 63 registrations required + Established ... & Co., LLC ("SWS") is seeking to expand its Institutional Fixed Income Sales desk. We are...are a fast-growing, top-ranked financial services firm that provides investment banking, sales , trading and research services… more
- BlackRock (New York, NY)
- …leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock's AUM was $10+ ... and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions(R). As of year-end 2024, the firm had… more
- Fifth Third Bank, NA (Dallas, TX)
- …in assigned territory through sales of primary and secondary market investment products to institutional clients. Responsible and accountable for risk by ... CFA preferred. + Experience: Five years experience in Fixed Income and/or Institutional Sales . + Computer/Technical: Securities Industry Essentials (SIE), Series… more
- M&T Bank (New York, NY)
- …management to set the example for and serve as a mentor to other Institutional Fixed Income Sales . Also responsible for actively cultivating referral network and ... contacts to service clients. **MANAGERIAL/SUPERVISORY RESPONSIBILITY:** May coach/mentor junior Institutional Fixed Income Sales . **MINIMUM QUALIFICATIONS REQUIRED:**… more
- JPMorgan Chase (New York, NY)
- …in 2015. The US Institutional ETF business sits within the North America Institutional Sales team and is responsible for leading ETF sales activities ... opportunities. **Job Responsibilities** + Develop deep relationships across the institutional client base with particular emphasis on investment decision… more
- Neuberger Berman (New York, NY)
- …plus + Candidates should be energetic and a motivated self-starter + Strong sales orientation/aptitude and/or keen interest in the institutional business + ... Berman:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management as of… more
- Neuberger Berman (New York, NY)
- The Institutional Fiduciary Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional , Private Wealth ... of the firm, and services a family of Collective Investment Trusts (CIT) as well as Outsourced Chief ...delivery + As experience grows, engage in RFP and sales processes for CIT prospects + Coordinate client onboarding… more
- Neuberger Berman (New York, NY)
- …funds, closed-end funds and funds-of-one + Advising on the provision of investment advisory services to institutional separate account clients, including ... Neuberger Berman is a leading asset manager seeking an Investment Management Attorney to provide advice and support on a broad variety of legal, regulatory and… more
- Nuveen Investments (Chicago, IL)
- …The Institutional Business Development Associate works closely with senior sales professionals and relationship managers, providing day to day support in their ... asset retention. + Coordinates targeted outreach campaigns and assists with additional sales and cross-selling initiatives in the institutional space. + Utilizes… more
- BlackRock (Atlanta, GA)
- … institutional client segments. Provide actionable insights to support sales strategies and initiatives. + Participate in cross-functional projects to support ... **About this role** **Veterans Transition Program-Associate Business Manager,** **Americas Institutional Businesses** We recognize that veterans bring a unique and… more
- Charles Schwab (Westlake, TX)
- …the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales leader like you! Our ... "Best of Schwab," our specialized expertise, and our continued investment in their business is unparalleled. Your experience and...you can bring your passion for coaching, leadership, and sales , to a firm that will value your contributions… more
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