- Bank of Montreal (Portland, OR)
- Application Deadline: 09/29/2025 Address: 810 SW Broadway Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in ... interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap… more
- JPMorgan Chase (New York, NY)
- …qualifications, skills and capabilities:** + 5+ years of financial services experience, preferably in ETF Sales and Trading or ETF Capital Market + ... The ETF Capital Markets team is responsible for managing...JPMorgan Asset Management is one of the fastest growing ETF issuers. **Job summary:** As an ETF … 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 ... investment approaches, portfolio positioning, and performance drivers; benefits/differences of an ETF vehicle; and views on capital markets and the economy. The… more
- BlackRock (Boston, MA)
- **About this role** **Associate, Global Product Solutions ETF Regulatory Marketing Review** **Location: Boston** **About this role** Elevate your career by joining ... that drive progress. BlackRock's iShares is the largest Exchange Traded Fund ( ETF ) provider globally with over $4.3 trillion in assets under management. With… 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...by mastering and utilizing extensive product knowledge, competitive positioning, sales process skills and case consultation skills. RICs are… more
- JPMorgan Chase (New York, NY)
- The JPMorgan Equity Derivatives Sales team is seeking a talented Associate to join the Delta 1 team. In this role, you will be a Delta 1 product specialist with a ... strong emphasis on custom baskets, indices, and ETF swaps. As a product specialist, you will collaborate...collaborate closely with trading counterparts and partner with derivative sales , cash equities, and prime brokerage. You will coordinate… more
- Nuveen Investments (Minneapolis, MN)
- …strategy level and client specific guideline management, tax lot assessments and ETF trading processes. This role requires strong Microsoft Excel experience and is ... CSA trades daily, manage all soft dollar invoices and payments + Maintain all ETF accounts in line with models, create proxy basket daily for semi-transparent ETF… more
- Neuberger Berman (New York, NY)
- …Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and ETF /Mutual Fund allocation products offered to numerous SMA and Unified Managed ... in accordance with strategy guidelines and portfolio manager directives *Routing equity, ETF and mutual fund order flow *Generating orders for new accounts, flows,… more
- Janus Henderson Investors (Denver, CO)
- …love to hear from you! Your opportunity + Initiate and/or follow up on sales calls, provide intermediaries with sales ideas, answer product and service ... questions, provide performance data, identify new sales opportunities and help launch new products. + The...Knowledge of financial industry products such as mutual funds, ETF 's, model portfolios and separately managed accounts (SMA's) to… more
- BMO Financial Group (Los Angeles, CA)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and...the implementation and delivery of business development strategies and sales initiatives. + Enhances presence in the marketplace by… more
- BMO Financial Group (Beaver Dam, WI)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and...referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales… more
- Manulife (Tempe, AZ)
- …an exciting opportunity to partner with Internal Business Consultants and the Sales Management Team to support the creation, development and implementation of ... In this role you will develop a strong understanding of mutual funds, ETF 's, UCITS, 529 College Savings Plans and Separately Managed Accounts. As part of… more
- BlackRock (San Francisco, CA)
- …responsible for all aspects of the client relationship and for driving sales through multiple channels, including RIAs, Independents and Wirehouse firms. The Market ... Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop deep relationships and drive results across the entire… 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 ... + Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales opportunity pipeline in… more
- BlackRock (Princeton, NJ)
- …income business in the US. The Product Strategy group works in partnership with BlackRock sales teams as the sales specialists for BSYS fixed income products. In ... development and client service for SFI's mutual fund and ETF product offering in BlackRock's wealth channel with a...focus on the Systematic Multi-Strategy Fund + Communicate to sales and clients Fund performance and positioning through regular… more
- BlackRock (Chicago, IL)
- …to our continued phenomenal growth, we are actively seeking senior, client-facing sales professionals with a proven successful track record of engaging with ... **: responsible for all aspects of client relationship and driving sales through all channels (RIA, Independent, Wirehouse firms) within assigned Market… more
- S&P Global (New York, NY)
- …of finance, economics, and storytelling. Partnering closely with Product and Sales , we build brand awareness, fuel pipeline growth, and deliver measurable ... to commercial results. + Serve as a key liaison between Product, Sales , and Marketing teams, influencing stakeholders beyond your direct reporting line to… more
- Neuberger Berman (New York, NY)
- …position Neuberger as an easy-to-work with investment partner ultimately resulting in sales deepening and revenue growth. + Demonstrated ability to achieve outcomes ... in a complex, cross-functional organization partnering with sales leaders, external clients/wholesalers, investment professionals, control and operational partners,… more
- BlackRock (New York, NY)
- …responsibility of the role will be to work alongside the portfolio managers, sales teams, other FE Product Strategists, marketing teams, and other stakeholders in ... will possess a strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They will also have a good… more
- Janus Henderson Investors (Denver, CO)
- …will also develop compelling proposals (RFPs) aimed at executing on the organization's sales objectives. In all cases, your work will properly message firm and ... Legal, Compliance, Investments, Product Management, Product Development. + You will partner with sales and investments to ensure the scope of each job is clear,… more
