- Charles Schwab (San Francisco, CA)
- …of contact for most of Schwab's asset manager relationships on topics such as mutual fund availability, fund adds, fund maintenance and the ... and registered investment advisor (RIA) clients. Within WAS, the Senior Manager , Third-Party Asset Manager ...part of the Investment Offers & Solutions (IOS) group's Mutual Fund and ETF platform relationship management… more
- T. Rowe Price (San Francisco, CA)
- …these developments into process or policy changes. + Leads and/or spearheads non- mutual fund client opportunities. + Partners with various internal groups ... (GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions. + Support institutional sales efforts and lead prospect finals meetings. + Provide guidance to less experienced professionals. Qualifications… more