- Morgan Stanley (New York, NY)
- …includes governments, institutions, corporations, and individuals worldwide. The North American Institutional Sales Team is responsible for driving growth across ... maintain client relationships with sophisticated asset owners. An understanding of institutional sales processes, including best practices working with… more
- CIM Group, LP (Phoenix, AZ)
- …REQUIREMENTS: (including certification, licenses, etc.) Bachelor's Degree or equivalent experience Active Series 7 and 63 FINRA licenses required for this role ... Associate to manage, administer and organize activities across the Institutional Client Group team. This position is located in...you will play a key role in supporting CIM's Institutional (Global) Distribution Team to attract capital to our… more
- BTIG (New York, NY)
- …knowledge, analytical skills, and comfort with market data tools (eg, Bloomberg, Intex). FINRA Series 7 and 63 licenses Self-starter mentality with a high level ... desk and supporting the growth of the broader platform. Requirements & Qualifications: Minimum 7 + years of experience in structured product sales . A track record… more
- State Street Corporation (Denver, CO)
- …of investment experience CIMA, CFA or other professional designations preferred Current securities licenses ( Series 7 and Series 63) preferred or the ability ... The Sector Sales Specialist distributes the SPDR Select Sector ETFs,...analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all… more
- Oppenheimer & Co. Inc. (New York, NY)
- …Qualifications: Minimum of 3-5 years of experience as a treasury broker or similar government bond sales role FINRA Registrations: Series 7 and Series 63 ... of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and… more
- Careers at KKR (Miami, FL)
- …an undergraduate degree from a top tier institution; progress toward CFA and/or CAIA preferred Series 7 and 63 or 66 required Fluency in Portuguese, Spanish, and ... Solutions ("GWS") team seeks to recruit an experienced Internal Sales Associate to work in partnership with the External...and an ability to represent the KKR brand with institutional quality in the marketplace. This individual will provide… more
- Fidelity Investments (Rockville, MD)
- …Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed ... a business model with an existing client base and institutional feeders of business that is unmatched in the...Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales… more
- William Blair (Chicago, IL)
- …-15 years of institutional experience in consulting, client relationship management or institutional portfolio management required Series 7 and 66 (or 63 ... Manager will manage strong and extensive relationships with the largest key institutional accounts to ensure account retention and promote the cross-sale of… more
- Fidelity Investments (Boston, MA)
- …systems (ATS), exchange market microstructure, algorithmic trading, and direct market access (DMA) trends. FINRA Series 7 & Series 63 required; Series 55 ... achieve best execution. You will work closely with various sales and trading counterparts in the Institutional ...and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 57 -… more
- Morgan Stanley (Alpharetta, GA)
- …as well as on the job learning Opportunity to launch your career and gain your Series 7 and Series 66 licenses Benefit from a competitive base salary ... and guidance, as well as serve as operational and sales support to both new and existing clients and...preferred Opportunity to launch your career and gain your Series 7 and Series 66… more
- Mesirow (Chicago, IL)
- …Tribune's Top Places to Work and Crain's Best Places to Work in Chicago. Our Institutional Sales and Trading group is comprised of over 60 dedicated traders, ... institutional investors with enhanced market coverage through national sales and trading locations. We are recognized nationally as...Bachelor's Degree in Finance, Economics, or a related field. Series 7 and 63 licensed or ability… more
- Citigroup, Inc. (New York, NY)
- …Strong ability to multitask, be collaborative, a team player and service oriented Series 7 , 63 and 79 licenses Education: Bachelor's degree/University degree or ... provides whole loan advisory and brokerage services to large institutional clients, including the GSEs. The group works closely...GSEs. The group works closely with mortgage trading & sales , legal, the investment bank and external deal parties.… more
- JPMorgan Chase & Co. (Woodridge, IL)
- …partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is ... businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and...We're proud to lead the US in credit card sales and deposit growth and have the most-used digital… more
- Oppenheimer & Co. Inc. (Jericho, NY)
- …of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and ... preparations Support client onboarding Provides any special support for sales force as requested by Branch Manager Qualifications At...or is willing to obtain FINRA Registrations: SIE and Series 99 or Series 7 … more
- Corebridge Financial (Linthicum Heights, MD)
- …plus years of experience working as a Financial Advisor A successful sales track record FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66 Active ... this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We… more
- JPMorgan Chase & Co. (Cincinnati, OH)
- …of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7 , 66 and Insurance licenses required for position; unlicensed ... part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence… more
- State Street Corporation (Boston, MA)
- …NNA and ANNR. These skills will help you succeed in this role: Bachelor's degree required Series 7 and 63 licensed Minimum 3-5 years of sales experience ... We are currently hiring a sales distribution role within State Street Investment Managements'...analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow . We make… more
- Oppenheimer & Co. Inc. (Jericho, NY)
- …of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and ... Local office interaction with other support members, Financial Advisors and Management Skills/Requirements Series 7 and 63/65 (or 66) required (within first six… more
- Oppenheimer & Co. Inc. (Scottsdale, AZ)
- …of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and ... of brokerage/financial services experience along with some management experience FINRA Registrations: Series 7 and 63 required Strong attention to detail and… more
- Siebert Williams Shank (New York, NY)
- …build upon those over time. Requirements + 5+ years of experience in Institutional Sales + FINRA Series 7 and 63 registrations required + Established ... Williams Shank & Co., LLC ("SWS") is seeking to expand its Institutional Fixed Income Sales desk. We are a fast-growing, top-ranked financial services firm that… more
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