- US Bank (New York, NY)
- …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 (San Francisco, CA)
- …+ A track record of identifying and delivering process improvement + A client service mentality and a history of successful relationship-building examples + ... role, you will be a senior member of our Service Delivery team driving our operations on a daily...** + 6+ years of industry experience with an ETF Asset Manager or at a Custody… more
- Charles Schwab (San Francisco, CA)
- …clients, build relationships with third-party asset management partners, maintain a healthy client offering, and work effectively with outside firms to create a ... positive client experience. You will have the opportunity to drive...and project management on a 3 rd Party Asset Manager Platform + Develop and implement a strategic approach… more
- BlackRock (Atlanta, GA)
- …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
- UMB Bank (Milwaukee, WI)
- …and strategic contact for clients being serviced by the department + Reviews ETF client onboarding configurations. + Advocates to improve system functionality ... agent) of exchange traded funds in conjunction with Senior Manager and/or Manager direct reports. Interacts with...+ Strong relationship development skills and an aptitude for client service + Exhibit initiative in a… more
- Citigroup (Tampa, FL)
- …Facilitate testing and documentation for each new technology release. + Coordinate Manager 's Control Assessment with risk and other partners, ensure completeness and ... between Fund Accounting, Financial Reporting and Market Data and ETF Operations teams within and among each region +...define requirements to onboard new funds and clients + Client change requests- partner with Product and Client… 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
- WTW (New York, NY)
- …and oversee enhancements to existing solutions, collaborating closely with investment and client service teams. + Conduct annual product performance reviews to ... as being their greatest asset. As an Investment Product Manager at WTW, you will play a pivotal role...with both internal and external stakeholders. + Experience in client - service roles, with a keen ability to… 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
- BMO Financial Group (Covina, 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
- Neuberger Berman (CA)
- …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 Los… more
- BlackRock (Wilmington, DE)
- …Program offers participants the opportunity to work at the world's largest asset manager for six months. On completion of the Program, successful participants will ... of internal and external analytical needs. Servicing the needs of the global client base, the demands for accurate, timely & insightful performance data is central… more
- Raymond James Financial, Inc. (Memphis, TN)
- …Assists with the review of accounts to ensure they meet the portfolio manager 's specifications. + Frequently creates large block trade allocations to determine the ... use of local markets for ADR conversions and Authorized Participants for ETF creation or redemption units). + Communicates with outside managers regarding execution,… more
- Huntington National Bank (Detroit, MI)
- …strategies Due Diligence Activities a. Procedure 16 oversight for Mutual Funds and ETF 's i. Comply with stated procedures ii. Participate in investment reviews iii. ... Questionnaire process b. Work with Integrated Capital Research (ICR) and Money Manager Exchange (MMX) for separately managed accounts - Procedure 17 c. Participate… 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