- Neuberger Berman (Philadelphia, PA)
- …in Neuberger Berman CRM database + Work with internal partners, including the Client Advisory Team, Alternative Specialists, ETF Strategists, and other members ... through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead and develop the… more
- BlackRock (Wilmington, DE)
- …strategy + A background that includes a combination of leadership roles across ETF operations, client service , fund accounting, custody/banking + Outstanding ... Elevate your career by joining the world's largest asset manager ! Would you thrive in an environment that fosters...lead on managing and evolving our relationships with our ETF post trade service providers to ensure… more
- BlackRock (Boston, MA)
- …+ A track record of identifying and delivering process improvement + A client service mentality and a history of successful relationship-building examples + ... role, you will be a senior member of our Service Delivery Team driving our operations on a daily...** + 6+ years of industry experience with an ETF Asset Manager or at a Custody… more
- US Bank (Milwaukee, WI)
- …dynamic environment, clients expect to be serviced by professionals who understand the ETF and mutual fund industry and their client 's expectations and strategic ... amendments. Conduct monthly client risk assessments measuring client satisfaction levels for each service line...12 to 16 years of experience in a mutual fund/ ETF related or brokerage industry position **Preferred Skills/Experience** -… more
- US Bank (Boston, MA)
- …at-all from Day One. **Job Description** This newly created position will service Fund Accounting and support both business and technology-based strategy goals. The ... role of the Mutual Funds Accounting ETF Process and Audit Oversight Specialist is to plan,...lines in enhancing a digital/automated enterprise. Provide high value service to internal and external clients in an environment… more
- Vanguard (Malvern, PA)
- …and the home office, custodians and platforms that serve them. As the Senior Manager , Head of Operation Client Relationships for our Financial Advisor Services ... (FAS) business, you will lead the development of a best-in-class operational client experience strategy, curated to drive product distribution success for our… more
- JPMorgan Chase (Columbus, OH)
- …and organizational skills in deadline-driven environments + Motivated self-starter focused on client service , able to work independently and as part of ... for the JP Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF , Alternatives and Managed Account businesses. This includes responsibility for the… more
- Neuberger Berman (New York, NY)
- …client experience across all products and channels. This role requires a keen appreciation for client service and a belief that ease of use is critical to ... mutual fund, ETF , SMA, and Alternative asset classes and structure client solutions that may incorporate multiple underlying asset types. + Partner within… more
- Bloomberg (New York, NY)
- …content, completeness of our coverage, data delivery, technology, tools, and high touch client service model. **Reference Data Team** : The Reference Data ... Product Manager - Funds Data - Enterprise Data Products...have built a best-in-class data product offering that services client demand for completeness, timeliness and high-quality reference data.… more
- Bloomberg (New York, NY)
- …Sales, Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10047106 **Description & Requirements** ETS (Electronic ... market. What's the role? As a Listed ETS Account Manager , you will be responsible for managing and growing...needs. With the goals of increasing revenue from our client base and onboarding new clients to our trading… more
- T. Rowe Price (Owings Mills, MD)
- …across multiple departments. The position will contribute to the success of client compliance reporting and multiple risk and compliance programs that are designed ... affiliated advisers, the TRP Fund complex, and various Fund Service Providers. The position provides the opportunity to leverage...discuss compliance at T. Rowe Price and to answer client questions. Participates in panels in the area of… more
- BMO Financial Group (Madison, WI)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and… more
- Neuberger Berman (FL)
- …in Neuberger Berman CRM database. + Work with internal partners, including Client Advisory Specialists, Alternative Specialists, ETF Strategists, and other ... through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead and develop the… more
- Janus Henderson Investors (Boston, MA)
- …superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core ... that aligns to each distribution channel's sales process and client journey + Represent for the team in major...vehicle (Separate/Segregated Account, Mutual Fund, UCIT, OEIC, SICAV, VIT, ETF , etc.) marketing experience a major plus + Five… more
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