- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... USBFS' Relationship Managers are viewed as trusted advisors and we...- One to two years of experience in a mutual fund related or brokerage industry position… more
- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds (External Wholesaler) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... Candidate will be responsible for communication with National Sales Manager on an ongoing basis. + Managing a budget...required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- Aegon Asset Management (Denver, CO)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... facilitate on-going training for continual improvement of sales skills (eg relationship selling, decision-making styles, customer centric language, etc.) + Deliver… more
- US Bank (Milwaukee, WI)
- …clients expect to be serviced by professionals who understand the ETF and mutual fund industry and their client's expectations and strategic goals. US ... Bancorp Fund Services (USBFS) Relationship Managers are viewed...- 12 to 16 years of experience in a mutual fund /ETF related or brokerage industry position… more
- Bank of America (Atlanta, GA)
- Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... an immediate opening for a Merrill Private Wealth Client Relationship Manager . The ideal candidate is a...knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin,… more
- Bank of America (The Woodlands, TX)
- Merrill Market Client Relationship Manager The Woodlands, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- Bank of America (San Diego, CA)
- Merrill Market Client Relationship Manager San Diego, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior… more
- Equitable (Charlotte, NC)
- Relationship Manager , Advisory and Investment Consulting ( 250000GV ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... The key objectives of the Advisory and Investment Consulting Relationship Manager are to build relationships with...settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial… more
- Vanguard (Charlotte, NC)
- …your success in this area. Grow With Us We're hiring for two levels of the Relationship Manager role - each offering a unique opportunity to manage a book of ... to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven...services solutions. + Confidence in discussing topics like ETFs, mutual funds , legacy and estate planning, charitable… more
- T. Rowe Price (San Francisco, CA)
- …these developments into process or policy changes. + Leads and/or spearheads non- mutual fund client opportunities. + Partners with various internal groups ... client service strategy for relationships assigned and ensures successful client relationship performance, including asset and client retention. + Serves as an… more
- Equitable (Charlotte, NC)
- …logs, sales presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be ... 3rd Party Advisors, consultants & Equitable wholesalers selling 1290 Funds retail mutual funds . This...also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform marketplace,… more
- Charles Schwab (Richfield, OH)
- …+ Thorough knowledge of investment products and platforms including passive and active Mutual Funds , ETFs, CTFs, Money Market Funds , Charles Schwab ... IRS reporting, as well as a proven understanding of mutual funds and other investments. + Ability...address future issues effectively ensures your growth as a Relationship Manager . + Effectively service plans with… more
- Manulife (Tempe, AZ)
- …Wholesaler that reports to this position proactively markets and solicits retail mutual funds , ETFs, 529 College Saving Plans, Separately Managed Accounts, ... **The Opportunity:** The Inside Sales Manager leads a group of Internal Wholesalers as...with 3+ years of management experience preferred + Demonstrated relationship management skills, including the ability to work in… more
- Charles Schwab (Chicago, IL)
- …for managing our third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds , ETFs, Structured Products, Fixed Income, Annuities & ... directly to the Director of MAS Managed Account Offer Enablement, the **Senior Manager of Managed Accounts Offer Enablement** will have the opportunity to be… more
- HCA Healthcare (Charleston, SC)
- …Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a ** Manager Security** with HCA Healthcare Trident Hospital you can be a part ... coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and...in our organization. We are looking for an enthusiastic ** Manager Security** to help us reach our goals. Unlock… more
- Charles Schwab (Tysons Corner, VA)
- …will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds , separately managed accounts, option trading), setting you up for success ... this role to work on site in the specified locations.** As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based,… more
- Bangor Savings Bank (Portland, ME)
- …Management + Performs research and analysis on equity, fixed income and mutual fund securities utilizing fundamental, technical and quantitative data. Oversees ... established by the Chief Investment Officer-WMG, the Senior Portfolio Manager is primarily responsible for maintaining client relationships, managing client… more
- Quality Technology Services, LLC (Irving, TX)
- The **Capital Equipment Procurement Manager ** is responsible for planning, budgeting, strategic sourcing, supply chain management, critical supplier performance ... the ability to manage supplier relationships effectively. As a Capital Equipment Procurement Manager in the mechanical category, you will report to the Senior … more
- Cardinal Health (Dublin, OH)
- **What Category Marketing contributes to Cardinal Health** The Category Marketing Manager is responsible for developing strategy and process for supplier marketing ... guaranteeing contractual marketing obligations are met, securing and managing trade fund dollars, and ensuring successful execution of supplier and private label… more
- Equitable (Charlotte, NC)
- …detail-oriented individual are preferred + Experience with employee benefits, life insurance, mutual fund and annuity product development, analysis and business ... Product Lifecyle Manager - Group Retirement ( 250000LO ) **Primary...maintaining work in a systematic and highly methodical way. ** Relationship Building:** Knowledge of the importance of creating positive… more