- Goldman Sachs, Inc. (Albany, NY)
- …multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the ... world. Alongside this vital service delivery role, Operations provides essential risk management and...or Information Systems preferred Understanding of financial markets and securities Proficient to advanced skill with Microsoft Office (Excel,… more
- Bloomberg LP (New York, NY)
- …success for our customers and employees alike. Our team comprises several key pillars: sales , service , operations, culture and brand. As a department, we are ... by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. Our Team… more
- State Street Corporation (Boston, MA)
- …dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in ... The Sector Sales Specialist distributes the SPDR Select Sector ETFs,...of State Street Investment Management, one of the largest asset managers in the world. We partner with many… more
- Dimensional Fund Advisors, LP (Charlotte, NC)
- …As we continue to grow, Dimensional Fund Advisors is looking for accomplished sales professionals across all our US offices. Our external sales positions ... other client types, you will be responsible for all sales -related activities as well as organizing the efforts of...activities as well as organizing the efforts of client service team members to effectively address the needs of… more
- Blackstone (New York, NY)
- …understanding of credit instruments and assets (eg, private and public debt securities , asset -based finance, infrastructure debt, real estate debt, direct ... Blackstone is the world's largest alternative asset manager. We seek to create positive economic...solutions. BXCI is a leading provider of investment management services for insurance companies, helping insurers deliver for policyholders… more
- Citigroup, Inc. (New York, NY)
- …degree or equivalent experience Job Family Group: Operations - Transaction Services Job Family: Securities and Derivatives Processing Time Type: ... Operations teams including product aligned Middle Office groups, Settlements, Margin, Asset Servicing, Listed Derivative & Commodities Operations. We support an… more
- Staffing in Motion (New York, NY)
- …client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. Fee based platform that offers ... portfolio management solutions. Role: In this home based outside sales role, you will be focused on closing leads...that the firm provides. A dedicated portfolio management and service team are primarily responsible for the transition and… more
- DTCC (Jersey City, NJ)
- …settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to ... existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at US $3.7… more
- Fidelity Investments (Smithfield, RI)
- …(Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service , Sales Fidelity's hybrid working model blends the best of both ... The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This...As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new… more
- American Century Investment Services, Inc. (Kansas City, MO)
- …new value for clients by offering personalized, relevant investment solutions Embed our Service to Sales culture by communicating new opportunities to our ... About Us American Century Investments(R) is a leading global asset manager with over 65 years of experience helping...learning about finance, and developing an understanding of client-centric sales strategies - this role is a magnificent place… more
- Atria Wealth Solutions (King, NC)
- …field, required. EXPERIENCE - Minimum 5 years of revenue- generating financial sales experience. Related customer service experience preferred. SKILLS - Ability ... and services as well as, life insurance, annuity and securities products. Proficient in operational procedures related to customer accounts. Strong practical… more
- Oppenheimer & Co. Inc. (Southbury, CT)
- …of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate ... and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services . Job Description The… more
- US Bank (Bend, OR)
- …of the securities industry, including investment and insurance products and services Knowledge of private banking products and services , including credit ... of the securities industry, including investment and insurance products and services Knowledge of private banking products and services , including credit… more
- Oppenheimer & Co. Inc. (New York, NY)
- …of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate ... and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services . Job Description The… more
- JPMorgan Chase & Co. (New York, NY)
- …of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex investment products Support ... internal clients Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Provide guidance to junior staff… more
- Jefferies (New York, NY)
- …Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a US-headquartered global full service , integrated investment banking and securities firm. Our largest ... platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management… more
- State Street Corporation (Irvine, CA)
- …new Alpha Clients. As an integrated component of the front to back Alpha services , we offer our clients flexible collateral solutions and capabilities to deal with ... and global cross-business partners and cross-organizational support functions (eg, Sales , Onboarding, Operations, Legal, Risk, and Compliance). Why this role… more
- Northwestern Mutual (Orlando, FL)
- …in building a financial planning practice that focuses on: Planning Experience * Asset & Income Protection *Education Funding *Investment & Advisory Services ... has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to...must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and… more
- Jefferies (New York, NY)
- …Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a US-headquartered global full service , integrated investment banking and securities firm. Our largest ... platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management… more
- JPMorgan Chase & Co. (Chicago, IL)
- …Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout ... from IB Coverage, Corporate Banking, Investment Grade & Leveraged Finance, Securitized Products, Sales & Trading, Treasury & Security Services , Legal, etc Remain… more
