- Bank of Montreal (Portland, OR)
- …strategies. Supports the achievement of sales and performance targets for new asset sales , joint appointments, fee-based sales , and financial planning. ... calling campaigns, conducting seminars) and cultivate branch employee referrals. Communicates effectively with sales management and sales force to keep them… more
- JPMorgan Chase (New York, NY)
- … issuers. **Job summary:** As an ETF Capital Markets Vice President on the Asset Management ETF Capital Markets team you would be responsible managing ... With $225B in assets globally, JPMorgan Asset Management is one of the fastest growing ETF... ETF Sales and Trading or ETF Capital Market + Multi- asset knowledge including… more
- BlackRock (Boston, MA)
- …Traded Fund ( ETF ) provider globally with over $4.3 trillion in assets under management . With a long history of ETF innovation and expertise, iShares is a ... **About this role** **Associate, Global Product Solutions ETF Regulatory Marketing Review** **Location: Boston** **About this...role** Elevate your career by joining the world's largest asset manager! At BlackRock, we are all connected by… more
- Thrivent Financial (OH)
- …Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed Portfolios. Position will ... provide field sales coverage within assigned territory as well as assist...Strong public speaking skills. + Proven relationship building and management skills. + Bachelor's degree or equivalent work experience… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... The JPMorgan Equity Derivatives Sales team is seeking a talented Associate to...with a strong emphasis on custom baskets, indices, and ETF swaps. As a product specialist, you will collaborate… more
- Neuberger Berman (New York, NY)
- …a private, independent, employee-owned investment manager with $508 billion in assets under management as of December 31, 2024. The firm manages a range of ... strategies-including equity, fixed income, quantitative and multi- asset class, private equity, real estate and hedge funds-on...Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).… more
- Wellington (Boston, MA)
- …funds, and alternative investments, and candidate will ideally have experience with the ETF sales ecosystem Topics the Portfolio Advisor will discuss include ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...approaches, portfolio positioning, and performance drivers; benefits/differences of an ETF vehicle; and views on capital markets and the… more
- Neuberger Berman (New York, NY)
- …availability. + In-depth understanding of equities, fixed income, derivative, mutual fund, ETF , SMA, and Alternative asset classes and structure client solutions ... seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be...that may incorporate multiple underlying asset types. + Partner within internal sales … more
- BlackRock (New York, NY)
- …designation preferred. + 10 years' professional experience in asset / wealth management , equity research, equity sales , or a related discipline. + Excellent ... role will be to work alongside the portfolio managers, sales teams, other FE Product Strategists, marketing teams, and...strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics.… more
- BMO Financial Group (Los Angeles, CA)
- …+ Supports the achievement of sales and performance targets for new asset sales , joint appointments, fee-based sales , and financial planning. + ... and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and...and cultivate branch employee referrals. + Communicates effectively with sales management and sales force… more
- BMO Financial Group (Beaver Dam, WI)
- …partners. + Supports the achievement of sales and performance targets for new asset sales , joint appointments, fee-based sales , and financial planning. + ... and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and...and cultivate branch employee referrals. + Communicates effectively with sales management and sales force… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... and stakeholders. Be a part of a diverse client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions, Banks, Governmental Entities,… more
- BlackRock (San Francisco, CA)
- …business or related field required. . 7+ years of experience in a business development/ sales role focusing on asset management or wealth management ... responsible for all aspects of the client relationship and for driving sales through multiple channels, including RIAs, Independents and Wirehouse firms. The Market… more
- Neuberger Berman (FL)
- …LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment ... level of expertise related to capital markets, the broader investment management industry, and marketplace developments. + Coordinate all prospect meetings, final… more
- BlackRock (Chicago, IL)
- …Advanced degree, CFA, CAIA, CIMA are a plus, but not required** **Minimum 3+ years sales experience within asset management , wealth management , or the ... to our continued phenomenal growth, we are actively seeking senior, client-facing sales professionals with a proven successful track record of engaging with… more
- Janus Henderson Investors (Denver, CO)
- …Investments, Product Management , Product Development. + You will partner with sales and investments to ensure the scope of each job is clear, uncovering ... opportunity + You will play a key role in asset generation and client retention by fulfilling high quality,...compelling proposals (RFPs) aimed at executing on the organization's sales objectives. In all cases, your work will properly… more
- Neuberger Berman (Dallas, TX)
- …within a structured, intermediary distribution business + Strong relationship management and business development skills; existing Cross-Channel relationships a plus ... + Strong fixed income/ ETF background with a fundamental understanding of alternatives desired + Ability to effectively communicate and position complex financial… more
