- Raymond James Financial, Inc. (NY)
- …and conferences/trade shows. + Develop and/or deliver a plan for material aspects of ETF sales under guidance from senior colleagues. + Sell complex, customized ... ETFs and ancillary value-add to clients. + Manage important client relationships with guidance from senior colleagues or oversee relationship management with a group of more transactional clients. + Develop and/or deliver budget plans with guidance from senior… more
- JPMorgan Chase (New York, NY)
- …the North America Institutional Sales team and is responsible for leading ETF sales activities to Institutional investors in the US and Canada including ... partners, you will engage new and existing clients and seize ETF sales opportunities. **Job Responsibilities** + Develop deep relationships across the… more
- US Bank (Boston, MA)
- …business unit. Participates in the development and execution of the organization's sales plan, including prospecting, direct calling and sales presentations and ... the market to the business unit for planning development purposes. The majority of sales and servicing time is spent in face-to-face contact with the client or… 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
- JPMorgan Chase (New York, NY)
- …providing strategic insights to optimize trading performance. As an Associate in ETF Trading, you will be responsible for executing large-scale equity transactions ... corporations, and hedge funds. You will collaborate closely with sales trading and quantitative research teams to deliver comprehensive...Perform as a Block trader on the US Equity ETF trading team, responsible for customer facilitation and risk… more
- UMB Bank (Milwaukee, WI)
- …ETF contact to drive revenue growth in collaboration with client relationship managers and sales team + Manages a team of ETF senior managers and/or managers ... career development and engagement + Oversees team composition including ETF assignments, staffing requirements, and compensation requirements + Recommends salary… more
- JPMorgan Chase (New York, NY)
- …portfolio trading of municipal securities, creating and redeeming municipal ETF equity shares, executing various hedging strategies, and utilizing/developing our ... and municipal trends. Developing and maintaining strong relationships with sales , syndicate, and investor clients is key. Some limited...and determining a reoffering strategy. + Create and redeem ETF equity shares. Work with the ETF … more
- BlackRock (Princeton, NJ)
- …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
- BlackRock (Boston, MA)
- …Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned ... owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio...preferred + Minimum 3+ years as an experienced Model, ETF , or mutual fund wholesaler (external) + Strong financial… more
- HSBC (New York, NY)
- …and client-focused individual to join our Equity Finance and Delta One Sales team. The successful candidate will be responsible for monetizing relationships with ... & Index - Single stock and index futures - ETF products - Securities lending and borrowing (SLB) +...5 years of experience in equity finance, delta one sales , or a related role within an investment bank… 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
- T. Rowe Price (Baltimore, MD)
- …. + In partnership with management, responsible for the development of the sales and/or relationship management strategy for the organization. + Responsible for ... sales and revenue generation client relationship management for large,...knowledge and understanding of T. Rowe Price mutual fund, ETF , and separately managed account vehicles. + Able to… more
- BMO Financial Group (Covina, 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...referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales… more
- Bank of America (New York, NY)
- …Join us! **Job Description:** This role will broadly support the Institutional Sales and Trading function for Equities within Global Markets and International, ... clients. Assisting in providing contractual and other general legal support to the Sales and Trading function, primarily for Equities, and Advisory Sales , with… more
- Neuberger Berman (CA)
- …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 (MN)
- …responsible for all aspects of the client relationship and for driving sales through multiple channels, this role specifically through Wirehouse Broker-Dealer firms. ... Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop deep relationships. Further, they will be expected… more
- Manulife (Boston, MA)
- …Required to have working knowledge and expertise of mutual funds, ETF 's, UCITS, 529 College Savings Plans and Separately Managed Accounts. **Individual ... development, implementation, and delivery of training classes for the Investments sales desk. + Act as Fund/Firm/Separate Account/Marketing Liaison. Relay a positive… more
- Kyndryl (Boulder, CO)
- …and monitoring *Broad data analysis and report writing skills - Tools: RACFRW, ETF /A, zSecure, VRA, JCL, SAS, etc. Coding skills: REXX, Clist, CARLa, **Preferred ... and paid time off. Note: If this is a sales commission eligible role, you will be eligible to...role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary… more
- Raymond James Financial, Inc. (FL)
- …communicate daily with outside investment managers, the Asset Management Services (AMS) sales force and Financial Advisors. The main focus is to perform complete ... Consulting Services (RJCS) investment managers and Freedom (mutual fund and ETF ) managers. Routine instructions, procedures, and guidelines are provided to perform… more
- The Hartford (Wayne, PA)
- Sales Support Associate - 87PR7N We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... selected individuals the exciting opportunity to learn our Mutual Fund and ETF businesses and obtain securities licenses. Advisor Support Consultants will work with… more