- Santander Bank (New York, NY)
- Emerging Markets Institutional Sales , Associate - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator ... fundamentals. *Exceptional communication and interpersonal skills. *Exceptional organizational skills . * Series 7 and 63 licenses (or willingness to obtain… more
- Deutsche Bank (New York, NY)
- …with the ability to deliver key insights for Americas investors License(s) required: FINRA Series 7 and 63 licenses or ability to obtain within three months ... Job Description: Employer: DWS Group Title: Senior Infrastructure Capital Formation Sales Specialist (Senior RM - Infrastructure) Location: New York Job Code:… more
- Wolfe Research (New York, NY)
- …understanding of financial modeling, experience building and maintaining 3-statement models Fully licensed with Series 7 , 63, 86 & 87 preferred or expected to be ... is seeking a experienced Senior Associate or VP to join its NY Based Institutional Investor-ranked Autos Team. They will report to the Senior Analyst and will be… more
- Fidelity Investments (Mountain View, CA)
- …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...with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales… more
- Cantor Fitzgerald Securities (New York, NY)
- …products, MBS, private debt offerings a plus. Educational Qualifications: Bachelor's Degree required FINRA Series 7 Required ( Series 24 and 53 a plus) Law ... Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …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
- Fidelity Investments (Phoenix, AZ)
- …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...the community Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales Fidelity's… more
- Citigroup, Inc. (Palo Alto, CA)
- …Ability to manage relationships both internal and external Ability to multi-task FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... the sub-function/job family. Responsibilities: Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to… more
- TD Bank Group (New York, NY)
- …Education & Experience: Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics. Series 7 and 63 5- 7 Years of related experience ... SQL, VBA, Macro, Python etc. General Job Description: The VP Sales and Trading TDS develops an institutional investor base in the US to fund the Bank and… more
- JPMorgan Chase & Co. (St. Louis, MO)
- …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
- AllianceBernstein Holding LP (New York, NY)
- …- Outlook, Word, OneNote, Excel and PowerPoint Expertise in advanced Excel skills is a plus Series 7 and 66 licenses required Who We Are: We are a leading global ... be responsible for the communication strategy for their focus firms with the divisional sales managers, field sales teams, internal sales teams, and senior… more
- PIMCO (Austin, TX)
- …single-family office, or distributor/platform experience will also be considered. Possession of FINRA Series 7 , 3, and 63 licenses and other applicable licenses ... advisor to our clients. Position Description We are seeking to hire an experienced sales professional to join the firm's Private Client Group (PCG), within the US… more
- Corebridge Financial (Dallas, TX)
- …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. (Palatine, 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
- Scotiabank (New York, NY)
- …required, a scientific area of focus is preferred. Ph.D. or MD is also preferred. FINRA Series 7 or SIE, 63, 86 and 87 designations will be required. Analytical ... products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products,… more
- Fidelity Investments (Roanoke, TX)
- …management and growth experience required. Minimum of 5 years management experience required. Complete series 7 , 24 & 63 exams within 90 days of hire. Strong ... skills with a tenured team of professionals Validated consultative sales skills. Experienced presentation, meeting management, and communication skills.… more
- JPMorgan Chase & Co. (New York, NY)
- …skills. Previous experience working with transportation / open-end funds will be beneficial Series 7 and 63 licenses helpful, but not required. Knowledge of ... matters, including, but not limited to marketing, product development and sales /retention strategy. Most importantly, we believe in doing 'first class business… 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
- Raymond James Financial, Inc. (Springfield, IL)
- …critical steps in generating new assets and revenue. **Responsibilities:** + The Institutional Sales Specialist will be responsible for managing a significant ... offices. + Coordination, collaboration, and communication with RJIM's Client Portfolio Management, Institutional Sales , and each affiliate will be essential to… more
- Huntington National Bank (Columbus, OH)
- Description The Institutional Sales Support Associate plays a vital...obtain within 12 months of hire the FINRA SIE, Series 7 and Series 63 + ... role in delivering exceptional service and operational support to institutional sales representatives and clients. This position...1 year of Broker dealer experience + FINRA SIE, Series 7 and Series 63… more
