- Morgan Stanley (New York, NY)
- …AML as well as sanctions and anti-corruption > Solid knowledge of Institutional Securities , including M&A, sales and trading, equity underwriting, and debt ... might be the right team for you. Your Key Responsibilities: As an Institutional Securities Group (ISG) Financial Crimes Advisory Officer in GFC, you will: >Advise on… more
- S&P Global (New York, NY)
- …As Pre- Sales specialist , you will have responsibility for software pre- sales support of US prospects and clients. The role also includes development ... firms for business growth. **Responsibilities:** + You will have responsibility for overall pre- sales support of US new business including RFP responses, client… more
- Morgan Stanley (New York, NY)
- …team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private ... its workforce (M/F/Disability/Vet) **Job:** **Wealth Management* **Title:** *Sr. UHNW Sales Specialist * **Location:** *New York-New York* **Requisition ID:**… more
- Raymond James Financial, Inc. (New York, NY)
- **Description** Job Summary Technology Sales Specialist , Senior Associate, will work closely with the Senior Sector Specialist in an effort to maintain and ... and skills obtained through experience and/or training and provide advanced support to assigned Institutional Equity Sales professional. Maintains direct… more
- Bloomberg (New York, NY)
- Risk & Valuations Sales Specialist (BVAL), Specialist Sales - Bloomberg Financial Solutions **New York, NY** Posted Mar 15, 2024 - Requisition No. 123852 ... clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their...the format they prefer. Out of the millions of securities that exist, most are thinly traded and difficult… more
- Bank of America (New York, NY)
- …market, and generally educate on underlying structures and indices. Additionally, internal sales specialist will support the external specialists and ... Market Linked Sales Desk Specialist New York, New...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- JPMorgan Chase (Jersey City, NJ)
- …a divisional sales territory as the main point of contact for annuity sales support and education at JP Morgan Chase. + Collaborate with external carrier ... financial security for their families and businesses. **Job Responsibilities:** The Insurance Specialist Associate will support the growth and development of the… more
- Wells Fargo (Charlotte, NC)
- …or equivalent experience + Working knowledge of Capital Markets flows (Institutional Securities sales and trading and/or investment banking) in operations, risk ... **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Client Facilitations team as part of Corporate and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and Investment ... Banking Operations. The Wells Fargo CIB Securities Tax Operations team leads global CIB first-line customer...leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team focus… more
- Comerica (Frisco, TX)
- Investment Portfolio and Hedging Specialist The Investment Portfolio and Hedging Specialist assists the Portfolio Manager and Director in the management of fixed ... income securities portfolio, a major provider of liquidity and interest...the investment portfolio management process. This includes tracking purchases, sales , and repositioning of the portfolio, month-end pricing, responding… more
- CIBC (Dundas, MN)
- …Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorite des Marches Financiers) ... market and potential client base to create a comprehensive sales plan that will convert leads into new clients....accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years… more
- Bank of America (Columbia, MD)
- GWIM Credit Product Specialist Chicago, Illinois;Columbia, Maryland; Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...make a difference. Join us! The GWIM Credit Product Specialist acts as an extension of the Credit Executives.… more
- Raymond James Financial, Inc. (Newark, NJ)
- …level knowledge and skills obtained through experience and/or training to provide support in specific trading activities within Fixed Income Capital Markets. Follows ... facts and information. Day to day operations include supporting Raymond James sales and trading staff for municipal, taxable, and syndicate desks. **Essential Duties… more
- Bank of America (New York, NY)
- …Issue offerings. The role also requires live deal support , management reporting, FA support , marketing and sales skills, order entry support , and some ad ... ISG Capital Markets New Issue Diligence Specialist New York, New York **Job Description:** At...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- Morgan Stanley (South Jordan, UT)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The Firm's employees serve ... the incomparable leader in our industry. We are looking for a Liquidity Transactions Specialist to join our Global Private Markets team and help write the next… more
- Guardian Life (Pittsfield, MA)
- …to help drive sales and service clients + Service Park Avenue Securities accounts including brokerage and advisory + Participate in Lead Generation efforts + ... our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General Agencies to...have** + 5+ years life insurance and/or wealth management sales and support experience + Strong insurance,… more
- Morgan Stanley (South Jordan, UT)
- …with Liquidity Sales * Leverage Client Success Management to augment support for liquidity events * Successfully deliver client based liquidity solutions to ... financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The Firm's employees serve… more
- Huntington National Bank (Columbus, OH)
- …required documentation and ensuring proper AML and OFAC screening of new accounts + Support operations of other institutional sales and trading products, such as ... ICS/CDARs and Money Market Fund investments + Provide operational support for To Be Announced (TBA) securities including monitoring ongoing collateral… more
- JPMorgan Chase (Los Angeles, CA)
- …products + Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales ... your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible...Adhere to internal and external policies and procedures regarding securities transactions and code of conduct + Provide guidance… more
- Truist (Charlotte, NC)
- …guidance on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, Confirmations, Client Support or ... responsible for providing product and/or processing expertise within Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within… more