- Neuberger Berman (Philadelphia, PA)
- …within the prescribed territory of Philadelphia. This is accomplished through relationship building via individual and group financial advisor meetings, client ... with internal partners, including the Client Advisory Team, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and… more
- US Bank (Milwaukee, WI)
- …environment, clients expect to be serviced by professionals who understand the ETF and mutual fund industry and their client's expectations and strategic goals. ... US Bancorp Fund Services (USBFS) Relationship Managers are viewed as trusted advisors and we...12 to 16 years of experience in a mutual fund/ ETF related or brokerage industry position **Preferred Skills/Experience** -… more
- Charles Schwab (San Francisco, CA)
- …retail and registered investment advisor (RIA) clients. Within WAS, the Senior Manager , Third-Party Asset Manager Centralized Relationship Management will ... Investment Offers & Solutions (IOS) group's Mutual Fund and ETF platform relationship management team. Our mission...Schwab clients that invest in these products. The Senior Manager , Third-Party Asset Manager Centralized Relationship… more
- BlackRock (San Francisco, CA)
- …or strengthen the ETF ecosystem. **Your responsibilities** + Be a risk manager , ensuring our ETFs and their shareholders are protected + Be an ETF ... **About this role** **Your team** The BlackRock Global Markets - US ETF Markets team is responsible for growing and protecting the trading of the US iShares product… more
- BlackRock (Boston, MA)
- …the creation of scale. **You have ** + 6+ years of industry experience with an ETF Asset Manager or at a Custody and Fund Accounting organization + Deep ... Elevate your career by joining the world's largest asset manager ! Would you thrive in an environment that fosters...financial well-being. BlackRock is the #1 Exchange Traded Fund ( ETF ) provider globally with over $3 trillion in assets… more
- Bloomberg (New York, NY)
- Listed ETS Account Manager - Enterprise Sales, Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10047106 **Description & ... both sides of the market. What's the role? As a Listed ETS Account Manager , you will be responsible for managing and growing our Electronic Trading franchise across… more
- Bloomberg (New York, NY)
- Product Manager - Funds Data - Enterprise Data Products Location New York Business Area Product Ref # 10046427 **Description & Requirements** Bloomberg's Enterprise ... **The Role** We are looking for an outstanding Product Manager to define how we make Funds Data content...align with the overall business goals -Develop a positive relationship with a core group of clients that will… more
- Wellington (Boston, MA)
- …will work in close partnership with other Business Development, Relationship Management, Consultant Relations, Product Management and Portfolio Management/Investment ... knowledge and breadth to cover multiple investment strategies as a "portfolio manager proxy." Strategies primarily include fundamental equities, but may from time to… more
- BMO Financial Group (Madison, WI)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... Implements a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new… more
- Neuberger Berman (TX)
- …is responsible for furthering the growth of NB's platform through strategic relationship building and business development initiatives with RIA's managing $100m+ AUM ... Accountable for 5-10 client meetings per week + Possess strong client relationship skills; influence senior clients to grow advocacy with investment teams… more
- Neuberger Berman (FL)
- …the prescribed territory of Northern Florida. This is accomplished through relationship building via individual and group financial advisor meetings, client events, ... with internal partners, including Client Advisory Specialists, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and… more
- Aegon Asset Management (Denver, CO)
- …facilitate on-going training for continual improvement of sales skills (eg relationship selling, decision-making styles, customer centric language, etc.) + Deliver ... skills programs utilizing a variety of learning methods. + Evaluate participant and manager evaluations to measure the effectiveness of training, with a focus on… more
- S&P Global (New York, NY)
- …in financial services in a B2B or B2B2C environment (index provider, exchange, fund/ ETF issuer, wire-house, brokerage or wealth manager an advantage). + ... overall understanding of the investment management landscape. + Strongclient relationship management and communication skills, with experience in ABM/partner… more
