5 wealth management specialist jobs found

About the Role: Grade Level (for internal use): 13 The Role: Team Lead, Sustainability Solutions Specialist, Corporates Segment, North America The Team: The Team Lead, Sustainability Solutions Specialist in New York plays a vital role in fostering strong relationships with our clients in the Corporates Segment while expanding our market presence. This role is dedicated to understanding the unique needs of businesses in the region and collaborating within S&P Global Sustainable1 and across other divisions to deliver a comprehensive suite of sustainability solutions tailored to their objectives. This team will be responsible for defining and executing the sales strategy for the Corporates Segment in North America, driving new sales, achieving sales targets,  directly managing the Corporates book of business, as well as supporting retention and account growth. The Impact: Reporting to the Head of Americas, in this role you will have the opportunity to work...

About the Role: Grade Level (for internal use): 10 Sales Specialist (S&P Global Market Intelligence) The Role: Sales Specialist The Team: We are a dynamic & energetic team comprised of experienced professionals from across the financial services industry all working together to achieve our revenue goals. We have an entrepreneurial spirit and value team work so being a team player is crucial in order to succeed within our organization Responsibilities and Impact: You'll be the first impression of Market Intelligence and a quarterback, leveraging resources from marketing, product, sales and relationship management teams to match our solutions and services to meet client needs.   As top of the funnel, you are essential to the organization's overall growth. We are looking for someone to grow with the company by evolving not only their sales skills, but their industry knowledge and product knowledge on market leading analytical solutions and data...

JPMorgan Asset Management is a worldwide leading investment manager of choice for institutions, financial intermediaries and individual investors.  With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.   Job Description As a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. The PWA ICA will interact with both external and internal clients.  External clients are financial advisors in their territory.  PWA ICAs will educate their clients about the alternatives industry and JPMorgan’s suite of alternatives products.  Internal clients are Client Advisors and Internal Client Advisors in multiple generalist channels including...

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.   As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the...

  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.  As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by...