- US Bank (Boston, MA)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** _The ETF Client Service Manager is responsible for ensuring a high ... timely delivery of service ; and overall effective operational support for our ETF client base. They will act as a single point of contact, escalation point,… more
- BlackRock (New York, NY)
- …draft comments on various regulatory proposals and consultations. + Draft and negotiate service provider, intermediary and client contracts. + Draft and update ... searching for an exciting, challenging, multi-faceted opportunity with the world's largest asset manager ? We are seeking an attorney to serve as a member of… more
- Citigroup (Jersey City, NJ)
- …come join us. We'll enable growth and progress together. We are seeking a Client Technology Solutions Manager with a strong background in financial services, ... suit an individual with strong experience in Technology Product Delivery Management, Client Relationship Management and Service , Change Management and Program… more
- JPMorgan Chase (New York, NY)
- …and manage stakeholder communication. + Contribute to strategy for delivering excellent client service + Identify potential tactical and strategic improvements ... multiple products, entities, and stakeholders. Be a part of a diverse client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions,… more
- COOLSOFT (Madison, WI)
- …Start date : 08/11/2025 End Date : 06/30/2026 Submission deadline : 7/31/2025 4:00:00 PM Client Info : ETF Note: * Interview: via Teams * Duration: 6/30/26, ... Microsoft Office Word Excel Power Point Manage Requirement id 154476 Job title Manager Job location in Madison, WI Skills required Critical Thinking, Problem Solving… more
- COOLSOFT (Madison, WI)
- …Start Date :8/11/2025 End Date : 06/30/2026 Submission Deadline :7/30/25 at 4:00 PM CST. Client Info : ETF Note: * Interview Process: Teams * Duration of ... of development teams under the direction of the project manager , or as directed to function as the Scrum...ensures that development and project teams are compliant with ETF development policies, procedures, and standards as well as… 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
- Janus Henderson Investors (Denver, CO)
- …superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core ... on sales calls, provide intermediaries with sales ideas, answer product and service questions, provide performance data, identify new sales opportunities and help… more
- BMO Financial Group (Scottsdale, AZ)
- An Associate Portfolio Manager (APM) at Stoker Ostler Wealth Advisors works directly with 6-10 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
- Almstead Tree and Shrub Care (New Rochelle, NY)
- …and so much more! We are currently seeking a results-oriented and detail driven Client Billing Manager with general bookkeeping and accounting experience to join ... our headquarters team. The Billing Manager will compile, compute, record and prepare billing, accounting,...invoice generation. + Posting of checks, credit cards and ETF with daily reconciliation reports. + Engage in daily/monthly… 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
- BMO Financial Group (Beaver Dam, 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 (Denver, CO)
- …superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core ... will play a key role in asset generation and client retention by fulfilling high quality, informative DDQs and...by fulfilling high quality, informative DDQs and RFIs to service existing and prospective clients. You will also develop… more
- BMO Financial Group (New York, NY)
- …onsite with the trading desk in NY to support Equity, Option, Swaps and ETF desks. + Trading application support experience is must. + Trading application support ... provides advice on security requirements and debugs business systems and service applications. Applies deep knowledge of algorithms, data structures and programming… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... regulatory frameworks (eg, SEC Rule 204, Reg SHO) + Client -Facing Experience: Ability to interface with Prime Brokerage clients,...one products is highly desirable + Experience with Leveraged ETF Stock Loan and Borrow **Base Salary Range:** USD… more
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