- Truist (Jupiter, FL)
- …of client presentation material using Microsoft Office Suite and/or other Truist Wealth software, and proactive sales support activities for advisors. 7. ... following job description:** Provides support to a team of Wealth Advisors, managing a portfolio of high net-worth clients....for clients. 6. Plays an active role in the sales process, including client document review, general correspondence to… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... plan of attack and develop a strong pipeline of opportunities to drive Aladdin Wealth Enterprise sales in the US. + Work closely with senior sales management… more
- Wellington (Boston, MA)
- …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role on the East Coast. This sales ... houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington's...degree - 7-10 years of demonstrated success in external sales with financial advisors and wire houses - Proven… more
- Citigroup (San Francisco, CA)
- …of surfacing new commercial opportunities and improving client outcomes. **Institutional Wealth Sales :** In partnership with coverage and product stakeholders, ... is responsible for driving sales into the Institutional Wealth segment. Key Institutional Wealth sales focus includes: + Supporting existing coverage… more
- DXC Technology (Austin, TX)
- …and boost cost efficiencies and innovation. **About this role** The DXC Insurance Software Sales Director - Life & Wealth is a consultative seller that can ... to accomplish. They regularly anchor DXC value propositions and sales strategies on strategic solutions that can deliver those...sales efforts and pursuits across insurance Life & Wealth industry selling our software solutions. + Working side… more
- Citigroup (San Francisco, CA)
- …leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors ... individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales . The Wealth ...individuals), and other functions supporting wealth advisory sales . The Wealth Regional Director is directly… more
- UMB Bank (Leawood, KS)
- …skills. + You show exceptional written communication and presentation skills. + Youshow wealth advisor sales skills with acumen to close new business. + ... The **Private Wealth Management team** serves to manage, protect and...is important to them and why. At UMB Private Wealth Management, your story is our focus. As the… more
- Regions Bank (Indianapolis, IN)
- …calls, and preparing and maintaining client marketing materials o Collaborates with private wealth management and sales team to ensure client needs are fulfilled ... careers section of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad… more
- US Bank (Laguna Niguel, CA)
- …equivalent work experience - At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and ... state insurance licenses. Preferred Skills/Experience - Basic knowledge of the securities industry and markets - Well-developed analytical and decision-making skills to provide customized investment and financial planning advice - Effective interpersonal,… more
- JPMorgan Chase (Chicago, IL)
- …advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Sales Practice Manager within ... JP Morgan Wealth Management provides individuals, advisors and institutions with...will have the opportunity to identify and review potential sales practice issues. You will manage complex, high-risk escalations… more
- BlackRock (Boston, MA)
- …Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned ... solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors… more
- NTT America, Inc. (New York, NY)
- …long-term relationships by understanding clients' needs, goals, and challenges in the wealth management industry. + Consultative Sales & Business Development: ... adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our team in… more
- BMO Financial Group (Minneapolis, MN)
- …team to facilitate the desired client experience. + Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client ... business continuity strategies.** **Having JD/CFP/CPA designations is a plus!** Provides specialized wealth planning for High Net Worth / Ultra High Net Worth… more
- Huntington National Bank (Columbus, OH)
- …within 90 days of hire + At least 3 years of wealth management/financial advisory/ sales /relationship management experience in banking, investment management, or ... Description Summary: The Private Bank Wealth Advisor II is the primary client relationship...responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: + Builds relationships with… more
- Citigroup (San Francisco, CA)
- **About Wealth At Work: Enterprise** The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth ... help our clients save, invest, borrow and manage the wealth that they have worked so hard to create....continue to be on the rise. The Institutional Investment Sales Sr. Banker is responsible for generating investments AUMs… more
- Broadridge Financial Solutions (Albany, NY)
- …Mid-Market Sales Representative. In this position you will report to the VP, Head of Wealth Product Sales . We are looking for a high energy, driven sales ... needs. At Broadridge you will work with the largest Wealth Organizations in the US and abroad introducing them...Listings, and others. You will partner with a Segment Sales Team, Account Management, Executive Leadership, and others to… more
- Truist (Charlotte, NC)
- …knowledge of Investment industry operational risk concepts with relevant experience in Wealth Advisory or, Brokerage, Capital Markets Sales , Trading + Research ... and back-office operations for both Equity and Fixed Income or SWAP Dealer activities and reporting. + Prior experience with large bank, securities, and trust regulations and risk frameworks, including FINRA, SEC, ERISA, Sarbanes-Oxley + Statement of… more
- BlackRock (New York, NY)
- …knowledge of the US wealth market with existing relationships at wealth firms. Demonstrated experience in successfully leading sales opportunities and ... **About this role** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables...responsible for outward facing functional and technical solutioning with sales prospects. From the first meeting through to the… more
- Wellington (Boston, MA)
- …preferably in a similar role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management firm. + Extensive background ... the Global Distribution Enablement Lead is to work with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to...sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global… more
- Citigroup (New York, NY)
- …the Global Head of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including private equity, real estate ... includes approximately $28B in AUM. The Global Head of Alternative Investments Sales manages a team of ~20 global investment professionals responsible for… more
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