- Citigroup (Boston, MA)
- …the capital markets on behalf of our clients. **Job Family Group:** Institutional Sales **Job Family:** Institutional Sales Support **Time Type:** Full ... sales enablement team works closely with the Securities Services Sales , Client Executives and Account...+ The opportunity to build deep knowledge of the Securities Services Business + Support of an… more
- Morgan Stanley (New York, NY)
- …AML as well as sanctions and anti-corruption > Solid knowledge of Institutional Securities , including M&A, sales and trading, equity underwriting, and debt ... might be the right team for you. Your Key Responsibilities: As an Institutional Securities Group (ISG) Financial Crimes Advisory Officer in GFC, you will: >Advise on… more
- Amazon (New York, NY)
- …strategic initiatives. You will also be working with cross-functional team members, specialist teams, and AWS Partners. You empower your customers to solve ... This includes C-level executives, engineering, IT/operations, partner org, and sales * Collaborate with all appropriate AWS resources (Executives, Partner,… more
- JPMorgan Chase (New York, NY)
- Platform Sales - Securities Services in the Americas is recruiting a Sales Associate within the Trading Services Specialist Sales team to be based in ... Sector, Corporates, Insurance Companies and Asset Managers. **Job Responsibilities:** + Develop and support the America's sales strategy and drive sales for… more
- S&P Global (New York, NY)
- …As Pre- Sales specialist , you will have responsibility for software pre- sales support of US prospects and clients. The role also includes development ... firms for business growth. **Responsibilities:** + You will have responsibility for overall pre- sales support of US new business including RFP responses, client… more
- Morgan Stanley (San Francisco, CA)
- …team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private ... its workforce (M/F/Disability/Vet) **Job:** **Wealth Management* **Title:** *Sr. UHNW Sales Specialist * **Location:** *California-San Francisco* **Requisition ID:**… more
- Bloomberg (New York, NY)
- Risk & Valuations Sales Specialist (BVAL), Specialist Sales - Bloomberg Financial Solutions **New York, NY** Posted Mar 15, 2024 - Requisition No. 123852 ... clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their...the format they prefer. Out of the millions of securities that exist, most are thinly traded and difficult… more
- Bank of America (New York, NY)
- …market, and generally educate on underlying structures and indices. Additionally, internal sales specialist will support the external specialists and ... Market Linked Sales Desk Specialist New York, New...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- Wells Fargo (Charlotte, NC)
- …of responsibility + Review and research complex multi-faceted operational and customer support on loan, securities and derivative product issues for ... **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Asset Services team as part of Corporate and Investment… more
- Guardian Life (New York, NY)
- **Wealth Management Specialist ** Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy ... Management Associate is an integral part of Park Avenue Securities . Reporting to the Head of Wealth Management Associates,...for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in… more
- Morgan Stanley (New York, NY)
- …and Margin products. We are seeking a high potential SBL transaction pipeline specialist to provide direct support to Private Bankers, Financial Advisors and ... financial services leader with three core businesses - Institutional Securities , Wealth Management, and Investment Management. Morgan Stanley Wealth...and on time loan disbursement. * Partner with PBG Sales & MSWM to identify and support … more
- Wells Fargo (Charlotte, NC)
- …services to Cleared Derivatives clients, including margin settlement, issue resolution, sales support , and participation in internal projects/initiatives that ... **About this role:** Wells Fargo is seeking a Senior Capital Markets Middle Office Specialist - FCM in Capital Markets as part of Corporate Investment Banking. This… more
- Guardian Life (Bethlehem, PA)
- …to the Senior High Net Worth Consultant, this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS ... Park Avenue Securities was founded in 1999 as a complement...multiple contingent internal and external partners. + An established sales person, who can deliver complex concepts in a… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and Investment ... Banking Operations. The Wells Fargo CIB Securities Tax Operations team leads global CIB first-line customer...leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team focus… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Buy-In Specialist as part of Corporate and Investment Banking (CIB) Operations. **In this role, you will:** + Monitor ... + Monitor CNS obligations and liabilities and liaise with Securities Lending to remediate short positions and fails to...+ Basic knowledge of Microsoft PowerPoint is required to support the group's presentations to senior management. + Strong… more
- CIBC (Dundas, MN)
- …Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorite des Marches Financiers) ... market and potential client base to create a comprehensive sales plan that will convert leads into new clients....accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years… more
- Morgan Stanley (Purchase, NY)
- …and trust services. We are seeking a high potential candidate ("Virtual Private Banking Specialist " or "VPBS") to join our National Sales Team in the Private ... that conducts its business through three principal business segments-Institutional Securities , Global Wealth Management/Morgan Stanley Wealth Management (MSWM), and… more
- Bank of America (New York, NY)
- GWIM Credit Product Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Morgan Stanley (Washington, DC)
- …products and cash management services and be able to provide product, training and sales support to Financial Advisors, Private Wealth Advisors, Support ... financial services leader with three core businesses - Institutional Securities , Asset Management, and Wealth Management. Wealth Management is...that now is the perfect time to build and support a new venture along with our Global Wealth… more
- JPMorgan Chase (Boston, MA)
- The VP, Life Insurance Specialist will work with and support the Head of JPMA Life Insurance. The candidate will provide support to advisors across JPMorgan ... and the retirement industry, and can effectively manage between sales and service support needs of the...wealth spectrum. It includes the Private Bank, JP Morgan Securities , and Chase Wealth Management. The Wealth Management Insurance… more