- Aristotle Capital Management (Newport Beach, CA)
- … work experience required. + Investment experience or client service / sales support within the financial services industry is highly desired. ... LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services , LLC, are affiliated organizations. Each is an… more
- Publicis Groupe (New York, NY)
- …backgrounds and experience are welcome including Agency Planning/ Investment , Media Sales , Consulting and/or Media Client Side + Strong media financial ... environment. Clients opt into solutions outside the agency's core services that offer tangible benefits including guaranteed outcomes, and...and will be a part of the Performance Video Investment Team. This team works collectively to ensure that… more
- DLA Piper (Washington, DC)
- …grow your career. Let's see what we can achieve. Together. If you are a talented Client Development Executive - Investment Funds Lead we want to hear from you! ... fund ecosystem and market participants + Knowledge of the legal and professional services sectors within the limited partner and investment funds ecosystem -… more
- Truist (Charlotte, NC)
- …tasked with providing sales and operational support to Omni Channel, including Investment Care Center and Client Advisory Center. Responsible for the general ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions and… more
- Equitable (Charlotte, NC)
- Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-Remote ... help unlock your potential? The key objectives of the Investment Product Sales Specialist are to build...63, 65 (or 66) required + Demonstrated relationship management, sales , customer service , and presentation skills in… more
- Principal Financial Group (Minneapolis, MN)
- …for a Senior Director OCIO Investment Solutions to join our Principal Asset Management Investment Solutions sales team. In this role, you'll be a part of a ... You Are** + Bachelor's degree or equivalent + Ten plus years' institutional investment experience + OCIO sales experience, pension/DB market knowledge, LDI Asset… more
- Santander US (New York, NY)
- VP, Client Lifecycle Management- Corporate & Investment Banking New York, United States of America Responsible for the day-to-day operations of the company's ... business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness...Work Experience: + 9+ Years Experience in securities, financial services or client -facing or project management roles… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services , LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in ... us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part...for support and coordination of all activities related to client service , processing of paperwork, coordination of… more
- Cabrera Capital Markets, LLC (Chicago, IL)
- Position: Investment Grade Sales Location: Onsite in either New York, Chicago, or Philadelphia Compensation: Competitive Commission Level (Compensation will be ... revenue generation) Founded in 2001, Cabrera Capital Markets LLC is a growing investment bank and institutional brokerage firm. Headquartered in Chicago, IL the firm… more
- CBRE (Greenwood Village, CO)
- Senior Investment Sales Analyst Job ID 158035 Posted 06-Mar-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales & Leasing, ... with CBRE? About The Role: As a CBRE Senior Investment Sales Analyst, you will develop business...opportunities through prospecting, networking, relationship building, and selling additional services to current client base. + Provide… more
- Navy Federal Credit Union (Houston, TX)
- … services . Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client 's goals as a registered ... and related quotes, document preparation and required regulatory filings + Provide basic investment industry expertise to client investment consultations and… more
- Friedman Management Company (Chicago, IL)
- Commercial Real Estate Broker - Investment Sales Job Details Level Experienced Job Location Friedman Brokerage Office - Illinois - Chicago, IL Job Category ... Sales With a stellar reputation for over 30 years,...a broad spectrum of services includes land services , tenant representation, investment brokerage, facilities planning,… more
- Friedman Management Company (Farmington Hills, MI)
- …Sales Friedman Real Estate is actively seeking candidates to join the Commercial Investment Sales Division at our corporate office in Farmington Hills, MI. ... Brokerage - Investment Advisory Services Job Details Level...well as through the global auction platform. Real Estate Investment Sales is a professional career discipline,… more
- CBRE (Newport Beach, CA)
- Hotel Investment Sales Analyst Job ID 156871 Posted 04-Apr-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales & Leasing, ... The Role: Our Los Angeles/Newport Beach-based Hotels team is seeking a hard-working Investment Sales Analyst. A successful candidate will have strong writing and… more
- Truist (Charlotte, NC)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, ... the Financial Advisor team to increase assets under management, sales and service . 3. Develop and maintain...other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment… more
- Aristotle Capital Management (Newport Beach, CA)
- …when requested; ensure accuracy and reasonableness of output. + Provide support to Aristotle's client service , sales and marketing teams by responding to ... + Participate in projects that affect all stakeholders including client service , sales , marketing and...Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services , LLC, are affiliated organizations. Each… more
- Vanguard (Charlotte, NC)
- …of internal resources to address client needs. + Collaborates with internal investment , finance, and sales partners to respond to investment -related ... analyze client portfolios, position opportunities to improve client outcomes, and response to clients investment ...it takes: + Three years' experience in the Financial Services industry or client services … more
- PNC (College Station, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales ... education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve … more
- PNC (Fort Wayne, IN)
- …accordance with investment objectives that have been developed with the client . Depending on line of business, may provide specialized advice on planned giving, ... the business through the introduction and expansion of financial services to the client . + Executes risk... Services - Knowledge of major products and services and product and service groups; ability… more
- JPMorgan Chase (New York, NY)
- …or higher; minimum 6 years of prior work experience preferred with a background in sales / client service and project management a plus + Previous experience ... As part of the JP Morgan's Deal Services Execution Support team, you will partner with Global Investment Bank (GIB) and Global Corporate Bank (GCB) Product and… more