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Online Resumes with "wealth manager"
Featured Profile
Enthusiastic, Dynamic, Seasoned Learning and Development Professional with Series7 and Capital Markets Experience
Pursuing Training,Learning and Development position with brokerage house or bank in NYC using blended expertise, experience, and training in Financial Services and Training and Development.
Ideal Companies: UBS, JP Morgan, Citi, Credit Suisse, Trillium Asset Management, Christian Brothers Investment Advisors, Pro Mujer
Tags for this Online Resume:
Androgogy, ADDIE, Knowledge Management, Training and Development, Learning and Development, Vendor Management, Onboarding, Curriculum Development, Training Material Design, Cross-Cultural Communications, Leadership Development, Program Design, Evaluate, Design, Needs analyis, Task Analysis, LMS, e-Learning, facilitation, and organizational skills, Train the Trainer, Learning Activities, Metrics, WBT, CBT, ILT, Synchronistic, Asynchronistic, Blackboard, WebCT, Elluminate, Series 7, Capital Markets, TESOL, Designing Learning, Managing Learning, Delivering Training, Negotiating, Presentations
Financial services sales/distribution management
I am interested in procuring a position where I can help build a high performance sales team and business in the financial services industry. I have extensive experience in wealth management, distribution, strategic alliances and organic growth roles.
Featured Profile
Experienced Financial Associate, Operations, Sales.
I am looking for a job where I can use my skills and experience to make an immediate contribution at a great company. Then I hope to grow into a position of responsibility where I can contribute more to the success of the company.
Ideal Companies: Russell Investments, BNY Mellon, Amazon.com, WatchGuard Technologies Inc., Google, Starbucks, ESPN, Morgan Stanley Smith Barney, F5 Networks, RealNetworks, Vulcan Inc., K2 Skis, Wells Fargo, Merrill Lynch, RBC Weatlh Management
Tags for this Online Resume:
Finance, Sales Associate, Operations Manager, Seattle, CRM, Bachelor's Degree, Excel, Quick Learner, Reliable, Motivated, Time Management Skills, Organizational Skills, Detail Oriented, Communication Skills, Problem Solving Skills, Team Player
Wealth Management Advisor
Portfolio Manager / Wealth Manager / Research Analyst / Adjunct Professor
Bulge Bracket Investment Bank Analyst, New York- Experience in Corporate Real Estate and Financial services Industry
Priviate Wealth Management, Develop trustworthy relationship with High Net Worth Clients, Obtain Securities Licenses such as Series 7, 63, and 66.
Tags for this Online Resume:
Commercial Real Estate Leasing, Property Evaluation and Investments, Sales and Relationship Management, Client Service Skills in PWM and Private Banking, Fluent in Chinese(Mandarin) and English, Analytical Skills and Financial Modeling
Marketing Director for a Wealth Management Advisor
The Captain Jean-Luc Picard of Financial Services
Intense, detailed-oriented, and life impacting financial service professional exhibiting exceptional interpersonal, communication, and customer service skills. Creative, Resourceful, Committed.
Ideal Companies: Merrill Lynch, Edward Jones, Lincoln Financial Group, Principal Financial Group, Retirement Strategies, Inc
Tags for this Online Resume:
Assistant, Administrative, Financial Servicew
Featured Profile
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume:
Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Featured Profile
Senior Sales Executive
Responsible for sales and distribution of alternative investments products and vanilla based investment strategies, to financial services firms and corporations globally.
Ideal Companies: Vanguard, Franklin Templeton funds, Blackrock and Fidelity investments.
Tags for this Online Resume:
Retirment plans, international sales, retirement plans sales, 401k, 403B sales, Retirement, asset management, asset
Senior VP Banking Business development - Fortune 500 Experience- Wells Fargo Bank
To lead a team based sales force in the financial services industry. Private Banking/Wealth Management experience is extensive.
Enthusiastic, Dynamic, Seasoned Learning and Development Professional with Series7 and Capital Markets Experience
Pursuing Training,Learning and Development position with brokerage house or bank in NYC using blended expertise, experience, and training in Financial Services and Training and Development.
Ideal Companies: UBS, JP Morgan, Citi, Credit Suisse, Trillium Asset Management, Christian Brothers Investment Advisors, Pro Mujer
Tags for this Online Resume: Androgogy, ADDIE, Knowledge Management, Training and Development, Learning and Development, Vendor Management, Onboarding, Curriculum Development, Training Material Design, Cross-Cultural Communications, Leadership Development, Program Design, Evaluate, Design, Needs analyis, Task Analysis, LMS, e-Learning, facilitation, and organizational skills, Train the Trainer, Learning Activities, Metrics, WBT, CBT, ILT, Synchronistic, Asynchronistic, Blackboard, WebCT, Elluminate, Series 7, Capital Markets, TESOL, Designing Learning, Managing Learning, Delivering Training, Negotiating, Presentations
Experienced Financial Associate, Operations, Sales.
I am looking for a job where I can use my skills and experience to make an immediate contribution at a great company. Then I hope to grow into a position of responsibility where I can contribute more to the success of the company.
Ideal Companies: Russell Investments, BNY Mellon, Amazon.com, WatchGuard Technologies Inc., Google, Starbucks, ESPN, Morgan Stanley Smith Barney, F5 Networks, RealNetworks, Vulcan Inc., K2 Skis, Wells Fargo, Merrill Lynch, RBC Weatlh Management
Tags for this Online Resume: Finance, Sales Associate, Operations Manager, Seattle, CRM, Bachelor's Degree, Excel, Quick Learner, Reliable, Motivated, Time Management Skills, Organizational Skills, Detail Oriented, Communication Skills, Problem Solving Skills, Team Player
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Senior Sales Executive
Responsible for sales and distribution of alternative investments products and vanilla based investment strategies, to financial services firms and corporations globally.
Ideal Companies: Vanguard, Franklin Templeton funds, Blackrock and Fidelity investments.
Tags for this Online Resume: Retirment plans, international sales, retirement plans sales, 401k, 403B sales, Retirement, asset management, asset
