- US Bank (New York, NY)
- …finance or related field - 8+ years of experience directly related to ETF Operations; basket production, client onboarding or trade settlement - Experience ... Oversees exchange listing documents, coordinates reporting needs for new Exchange Traded Funds( ETF ), oversees daily production of required ETF files and serves… more
- JPMorgan Chase (Boston, MA)
- …Ideal candidates demonstrate thought leadership and solid combination of industry knowledge with client service skills. As an ETF operations associate within ... Looking for effective mid-level manager with Exchange Traded Funds experience supporting the...fulfillment, Basket Creation and PCF publication on behalf of ETF client along with managing the relationships… more
- BlackRock (San Francisco, CA)
- …are at the core of BlackRock's markets and investments platform, including ETF and Index Investments ("Engine"), Global Trading, Securities Lending, Liquidity and ... other market participants in a collaborative, strategic way. The ETF and Index Investments team ("the Engine") owns the...support internal funds and develop analytical tools to support client and product teams. We are seeking a dynamic… more
- Citigroup (Tampa, FL)
- **Overview:** The ** ETF Fund Accounting Manager - AVP** is an intermediate management level position responsible for providing full leadership and direction to a ... valuation, portfolio, expenses, and transaction volumes ensuring a variety of standard and client /regulatory formats. + Assist the section manager of a team of… more
- BlackRock (San Francisco, CA)
- …comments on various regulatory proposals and consultations. + Draft and negotiate service provider, intermediary and client contracts. + Collaborate with the ... for an exciting, innovative, challenging, multi-faceted opportunity with the world's largest asset manager ? We are seeking an attorney to serve as a member of… more
- JPMorgan Chase (New York, NY)
- …The Product Implementation Management Team is part of the Global Investment Management Client Service group within JPMorgan Asset Management. **Job Summary** As ... Asset Management is a leading investment manager of choice for institutions, financial intermediaries and...+ Project Management experience required + Prior experience in Client Service , Operations or Business Management +… more
- Citigroup (Tampa, FL)
- …(FTE) reduction, and optimization + Work closely with Sales and CEs on client management and service improvement initiatives + Appropriately assess risk when ... The Fund Accounting Senior Manager is a senior management level position responsible...this role is to ensure the seamless settlement of ETF orders in the primary market. **Responsibilities:** + Lead… more
- BMO Financial Group (Scottsdale, AZ)
- An Associate Portfolio Manager (APM) at Stoker Ostler Wealth Advisors works directly with 5-9 different Portfolio Managers to manage the execution of client ... list, bond sales and building bond ladders. Also, may provide stock, bond, ETF , and mutual fund research and analysis. APM participates in the Investment Committee.… more
- HUB International (Bethesda, MD)
- …**Bethesda, MD** office. The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor's to ensure our ... clients experience outstanding service . The successful candidate must be a detail-oriented individual...firm's Investment Committee meetings + Analyze mutual funds and ETF 's for inclusion in model portfolio + Maintain mutual… more
- Neuberger Berman (New York, NY)
- …transaction handling to our clients. Manage daily workflow processing, provide client service , fund operations and Intermediary support. **Responsibilities:** + ... Provide superior client service by effectively handling calls, emails...information regarding NB Mutual Funds, Closed End Funds and ETF products to prospective and current clients, including literature… more
- BMO Financial Group (Los Angeles, CA)
- …+ 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