LogoFresh Jobs Ahead
TD
TD
H1B vizasi homiysiBank ishiMoliyaSug‘urta
TD jismoniy shaxslar, bizneslar va institutsional mijozlarga chakana va biznes bank xizmatlari, sug‘urta, boylikni boshqarish hamda qimmatli qog‘ozlar xizmatlari orqali xizmat ko‘rsatuvchi Shimoliy Amerikadagi yirik banklardan biridir. Uning keng ko‘lamli faoliyat modeli bank ishi va moliya sohalarida turli hududlar hamda mutaxassislik yo‘nalishlarini qamrab oluvchi martaba imkoniyatlarini taqdim etadi. TD barqarorlik, xilma-xillik, tenglik, inklyuziya va jamiyatga ta’sir masalalariga ham katta e’tibor qaratib, g‘amxo‘rlik, hurmat va xodimlar rivojiga asoslangan ish joyi madaniyatini shakllantiradi.
LinkedIn
Kompaniyadagi ish o‘rinlari

Private Client Investment Advisor II

Advise high-net-worth clients at TD on investment strategies and portfolio management. Build client relationships and grow assets under management.

USAmerika Qo‘shma ShtatlariNYNyu-York
124 280 $ – 186 160 $ / yil
OfisdaTo‘liq stavkaSeniorYetakchiTalab Qilinadigan Til: inglizchaMoliyaviy rejalashtirish va tahlil
SFDC

Tavsif

  • Partner with Relationship Managers to deliver investment services and products to high-net-worth clients.
  • Provide attentive service that supports client retention and growth.
  • Manage a portfolio of relationships centered on managed account solutions.
  • Identify TD Wealth clients’ investment needs and expand their share of business.
  • Help bring in new clients with investment needs.
  • Serve as the main contact for legacy client relationships when applicable.
  • Mentor junior colleagues and support team performance and collaboration.
  • Create client investment strategies using TD Wealth’s available tools.
  • Put investment objectives and strategies into practice for clients.
  • Support TD Wealth colleagues with investment product information.
  • Present investment ideas and solutions to improve client portfolios.
  • Track client portfolios and recommend or make adjustments.
  • Review each relationship’s fees and asset allocation annually.
  • Complete and regularly review Investment Policy Statements and Individual Wealth Plans.
  • Increase assets under management.
  • Refer investment-only clients to Relationship Managers for banking and lending opportunities.
  • Log client correspondence, communications, meetings, and sales activity in Salesforce.
  • Administer accounts and coordinate services in line with company policies and applicable laws and regulations.
  • Confirm new relationships meet account acceptance guidelines.
  • Keep client books compliant with FINRA, SEC, and TD Bank requirements.
  • Offer high-net-worth clients only approved products and services.
  • Represent TD Wealth professionally in public.
  • Take part in community and charitable initiatives.
  • Help maintain a positive, constructive workplace.
  • Guide junior colleagues.

Talablar

  • Four-year degree required.
  • At least 10 years of production-focused financial services experience required.
  • Valid Series 7, 63, and 65 or 66 licenses.
  • Active Life and Health insurance licenses.
  • Consultative investment sales experience.
  • Meet continuing education requirements.
  • In-depth knowledge of investment concepts, industry practices, domestic and international financial markets, and related legal and regulatory guidelines.
  • Advanced ability to understand clients’ investment goals and create diversified investment plans and strategies.
  • Extensive client management skills and experience.
  • Strong financial analysis and general analytical abilities.
  • Knowledge and experience with advanced taxation concepts and personal financial planning.
  • Excellent verbal and written communication skills.
  • Supervisory ability.
  • Strong execution skills.
  • Experience working in a highly collaborative team environment.
  • Must meet FINRA employment eligibility standards.
  • Satisfactory criminal background, credit report, civil litigation, and regulatory or self-regulatory enforcement action checks.
  • Five or more years of asset allocation and portfolio construction experience preferred.
  • MBA or other advanced degree preferred.
  • Certified Financial Planner (CFP) credential preferred.
  • CIMA, CAIA, or CFA designation preferred.

Imtiyozlar

  • Base pay and variable compensation or incentive awards, with eligibility for cash and/or equity awards.
  • Health and well-being benefits.
  • Savings and retirement programs.
  • Paid leave, including Vacation PTO, Flex PTO, and Holiday PTO.
  • Banking benefits and discounts.
  • Career development opportunities.
  • Recognition and rewards.
  • Regular career, development, and performance discussions.
  • Access to an online learning platform.
  • Mentoring programs.
  • Training and onboarding sessions.
  • Occasional domestic travel.

O‘xshash ish o‘rinlari

MÜNZING CHEMIE GmbH

Sales Manager, Mid-Atlantic Specialty Chemicals

MÜNZING CHEMIE GmbH
501 – 1 000 Xodimlar
Ishlab chiqarishKimyo
USAmerika Qo‘shma ShtatlariPAPensilvaniya
110 000 $ – 130 000 $ / yil
GibridTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaSotuv

Lead technical sales of specialty chemical additives across the Mid-Atlantic, serving customers in coatings, adhesives, inks, and construction. Manage existing accounts while developing new business through customer visits and project-based selling.

Ochish
MÜNZING

MÜNZING Mid-Atlantic Sales Manager, Specialty Chemicals

MÜNZING
51 – 200 Xodimlar
Oziq-ovqat va ichimliklarQurilishSog‘liqni saqlash
USAmerika Qo‘shma ShtatlariPAPensilvaniya
110 000 $ – 130 000 $ / yil
MasofaviyTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaSotuv

Lead territory sales for MÜNZING’s specialty chemical additives across the Mid-Atlantic, using technical project selling to develop customer relationships and close business. Manage a $3–5 million territory and build $1–2 million in near-term business potential across coatings, adhesives, inks, and construction markets.

Ochish
Proofpoint

Mid-Market Named Account Manager, Cybersecurity — Proofpoint

Proofpoint
1 001 – 5 000 Xodimlar
H1B vizasi homiysiKiberxavfsizlikKorxonaXavfsizlik
USAmerika Qo‘shma ShtatlariOROregonWAVashingtonOfisdaTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaMijozlar bilan ishlash menejeriSotuv
KiberxavfsizlikSFDC

Sell Proofpoint’s cybersecurity platform to mid-market accounts in Washington or Oregon. The role covers account management, partner sales, prospecting, and complex multi-year solutions.

Ochish