Financial sales jobs in New York, NY - Page 2Create job alerts

Monthly Sales Planning and Forecasting processes * Define the processes, templates, and policies to have accurate sales planning and forecasting, as well as the input to the Financial Last Estimate ...

Client Relationship Management: • Build and nurture relationships with existing and potential ... Sales and Business Development: • Present and sell financial products/services to new and ...

Remote Insurance Sales Representative - Full-time Flexible Hours, High Earnings, & Growth Potential ... We are seeking motivated individuals to help protect families with life insurance and financial ...

Work directly with sales and marketing to discover opportunities from inbound leads * Learning the range of financial products we offer and their use-cases within various business structures ...

Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a focus on personalized insurance and investments, we provide ...

Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and ...

As a business owner, they spend their days acquiring clientele and finding financial solutions with ... sales, athletics, military, client services, or client-facing roles Excellent time-management ...

Driven & Coachable - Hungry to learn, grow, and close deals * Strong Communicator - Confident ... Learn & Grow in Financial Sales - Fast-track your career in a high-income field * Join a Thriving ...

Our client, a leading provider of high-value research, analytics, and business intelligence in the financial services sector, is seeking a seasoned professional to lead high-value sales cycles ...

Our ideal candidate has 1-5 years of sales or advisory experience within an education in finance or ... Finance or Business degree * Strong interest in alternative assets, financial markets, and ...

... Vice President of Origination. This role is responsible for identifying and securing mid-stage ... Collaborate with Technical Sales, Financial Structuring, and other departments to develop project ...

Analyze financial information and coordinate due diligence, legal documentation, and the loan closing process. * Maintain detailed records of sales activities and networking relationships in ...

Grow a defined book of business, consisting of both current accounts and new logos. * Manage ... Experience in Sustainability and/or SaaS enterprise sales with a focus on solution selling and ...

This is a remote position and qualified candidates must be located in the New York Metro region. Please note, this is an individual contributor role. Here's what you'll do: * Build and expand our ...

Excellent written and verbal communication skills and demonstrates boardroom executive presence ... Actual compensation will depend on a number of factors, including the candidate's actual work ...

Requirements : * 5+ years of experience in B2B enterprise sales, ideally within financial services, enterprise software, or consulting services. * Demonstrated ability to mentor and guide team ...

Senior Sales Specialist - Credit & Risk Solutions - Financial Institutions The Team: This is an ... Management, Market Development, Marketing, Customer Success, Legal and Client support teams

... individuals to the $1.7 trillion art market. Masterworks has been covered by major media ... Our 200+ employees are based out of our offices at Brookfield Place in the Financial District of ...

This role demands a seasoned professional in consultative sales, particularly within insurance, banking, non-bank financial, and financial sponsors. The successful candidate will exhibit a proven ...

The C&RS Sales Team are supported by a team of Pre Sales Engineers to provide deep subject matter expertise to support renewal and new business conversations. Responsibilities and Impact: The C&RS ...

Top-Tier Commercial Bank in Midtown, Manhattan is seeking a VP, Relationship Manager to support their Financial Institutions space! The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendation...

King & Sykes is a values driven staffing firm founded to partner with investment banks, private equity & alternative asset investors who are at the forefront of sustainable investing, and their portfolio of companies. We're hiring an Associate level professional to join a leading IPP in New Y...

VP Coverage Banker - US Technology Clients Coverage BBVA New York (Hybrid) BBVA is looking for a VP -level banker with 7+ years working as a Global RM (CRM) focusing on the large corporate client relationships in the US Technology sector ($3B+ in annual revenues with a global presence). It is k...

Job Description: Job Title Compliance Officer – Investment Bank Compliance – Fixed Income Sales & Trading - Rates and FX Corporate Title Vice President Location New York Overview You will focus on providing real-time support to the Fixed Income & Currencies (FIC) Sales & Trading business. The...

Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experien...

🏢 About Nomad Property Group At Nomad Property Group, we specialize in creating exceptional real estate experiences, managing over 2 million square feet of prime commercial space across New York City. Our team is passionate about tenant representation and is dedicated to helping high-growth comp...

Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challeng...

ABOUT ACRE ACRE is a global real estate investment firm founded in 2011, managing discretionary capital on behalf of private and institutional investors with offices in Singapore, New York and Atlanta. ACRE focuses on private equity and debt real estate investments primarily in the U.S. multifami...

The individual in this role is responsible for providing a high level of customer service to internal and external clients. You will be responsible for generating and validating client statements, creating recurring and ad hoc client reports and working with others to resolve issues. You will wor...

Top-Tier Financial Services Firm in Midtown, Manhattan is seeking a Compliance Officer for their Fixed Income space! Responsibilities: - Conduct compliance training for new and existing regulations and firm policies. - Monitor TRACE and MSRB reporting in real-time and circulate performa...

The Accounting Manager is responsible for overseeing the financial reporting, cash management, external reporting, and tax compliance for the three entities within the division. This role ensures the accuracy and integrity of financial data, supports business operations through timely reporting, ...

King & Sykes is a values driven staffing firm founded to partner with investment banks, private equity & alternative asset investors who are at the forefront of sustainable investing, and their portfolio of companies. We're hiring Analyst and Associate level professionals to join a leading IP...

Persistent Systems is seeking a Technical Proposal Engineer that will be responsible for developing technical content for our capture efforts. The Technical Proposal Engineer will work directly with our Directors of Integration Engineering and Capture. This individual’s responsibilities will incl...

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the...

Team Profile: The Data Sourcing Team supports Finance though delivery of Data Souring and Systems Governance initiatives. The team delivers improved data quality for key regulatory implementations deliverables include data sourcing, data cataloging, lineage, controls identification, and issues ...

About Us Rosecliff Capital is a dynamic, NYC-based wealth management firm specializing in personalized investment strategies, private securities, and financial planning. We provide high-net-worth individuals and businesses with expert guidance in portfolio management, risk assessment, and capita...

Financial Services Representative About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provid...

Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and reta...

Please submit Resume and Cover Letter (combined PDF) via LinkedIn Application. Company Overview   Dimension Energy is a leading developer of distributed solar, with a focus on community solar markets and distributed energy storage. Dimension brings together an experienced team, leading energy i...

Credit Trading Executive Director PRIMARY RESPONSIBILITIES (Including projects, budget responsibilities, management of staff, etc.) Market making in Credit bondsP&L generation with adequate risk management.Maintaining up to date market and financial information about the relevant credits.Promot...

Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a resul...

The Wealth Management Associate assists Advisors and their staff with training, education, inquiries, and problem-solving support. This position’s primary functions include day-to-day investment operations support, data analysis, new advisor onboarding, account set up & transfers, and research an...

The Company The company is a privately held real estate investment firm with deep experience acquiring, developing and managing residential and commercial assets in the prime US markets of New York, New Jersey, Washington D.C., Central and South Florida. The team’s management platform is focuse...

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the...

Northwestern Mutual is looking for Financial Advisors for the Tri Harbor Financial Group located in Midtown, NY. This role consists of building a book of business, understanding and analyzing the financial market to help your clients meet their financial goals, and networking with new and existin...

Are you ready to transform lives and create lasting impact through innovative financial planning? Northwestern Mutual, we’re more than advisors; we’re partners in progress and change-makers in people’s financial journeys. Join our extraordinary team and help clients turn their dreams into reality...

Entry Level Institutional Sales Leading NYC based financial services firm is expanding it's institutional equity sales department. Duties include identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family offices) to market firms equity transactions, of...

Associate Financial Advisor   Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the...