- 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
- Nuveen Investments (Minneapolis, MN)
- …more information, please visit our website at www.winslowcapital.com. As the Trading Operations Specialist , you will be a key member of the operations and investment ... strategy level and client specific guideline management, tax lot assessments and ETF trading processes. This role requires strong Microsoft Excel experience and is… more
- JPMorgan Chase (New York, NY)
- …equities, and prime brokerage. You will coordinate among research, cash sector specialist sales , market intelligence, global positioning and trading to summarize ... with a strong emphasis on custom baskets, indices, and ETF swaps. As a product specialist , you...qualifications, capabilities, and skills:** + Equity research or sector specialist sales experience preferred. + Proficiency in… 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
