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Monitoring project milestones, financial delivery, resource availability, issue management process and resolution Serves as a strategic advisor for US GTB leadership team on competitive intelligence, operating model design, best practices, setting of objectives and key results (OKRs), and end-to-end coordination of strategic initiatives across the business (Product, Operations, Sales, Technology, etc.
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Previous work experience as an implementation manager, sales associate or sales specialist in Private Banking / Wealth Management a plus. Provide deposit & treasury management product sales expertise to private banker teams within your coverage area to assist in retaining and generating new banking depository and treasury management business from prospective private bank clients.
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Extensive knowledge of wealth management and/or banking sector areas (cash and savings, capital markets, product management, treasury, etc.) 6+ years in a senior role in global markets sales or investment banking relationship management in the financial services industry.
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In this role, you will be exposed to Mutual Funds, Private Equity and ETFs structures and work closely with professionals across Portfolio Management teams (Fixed Income, Quantitative Investment Strategies and Fundamental Equity), Product Development, multiple sales channels and various groups supporting the Asset Management Business.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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This unique and dynamic business function requires partnership with all corners of the firm, including but not limited to the following teams: Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, Operations.
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As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Specialist, you will work closely with Private Banker teams within your designated coverage region to assist in generating new business from prospective clients and deepening and supporting existing clients.
$250,000 a yearFull-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvote
Asset Management - US Advisor - Plan Relationship Manager And Investment Specialist - Vice President
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Support Head of Education Savings 529 Program Director in all aspects of sales, marketing, relationship management and business management; including project management of new product launches, disclosure updates and other 529 plan solution enhancements.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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You will effectively contribute towards the Asset & Wealth Management division product expansion initiatives by project managing fund launch and other fund change events for US and International funds.
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The main goal of our Account Director, Wealth Management is to drive net new sales from named prospects within your assigned accounts. The Account Director, Wealth Management is a proactive and knowledgeable consultant and ally for customers, responsible for ensuring that InRhythm is meeting our objectives, while delivering on the promise of quality and providing a world-class experience.
$180,000 a yearExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Serve as an expert business and/or tech consultant in one or more of the following areas: retail banking, wealth management, asset management, or capital markets. Serve as an expert consultant in business and technology transformation across the broad range of products and services that our clients sell including consumer lending, wealth management, trading platforms, etc.
$240,000 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions.
$135,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Responsible for the management of assigned product(s), including market research, financial analysis, product planning, product development and implementation, and coordination of sales and marketing strategies, objectives and programs.
$268,750 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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We’re looking for someone with strong product knowledge and experience in structured notes structuring and sales, particularly with strong communication skills and experience across Wealth Management channels.
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