- Raymond James Financial, Inc. (IL)
- …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)
- …our clients, competitors, and each other. **Job responsibilities:** + Collaborate with ETF strategists, Marketing, business, and sales partners to develop ... in the US and Canada. As an Exchange-Traded Fund ( ETF ) Marketing Senior Associate within Asset Management, you will...senior leaders and internal business partners to support our ETF Insights program and promote JP Morgan's expertise in… more
- JPMorgan Chase (Boston, MA)
- Seeking a team member for an Associate II role in the ETF Operations Global Test Team. As an Associate II - ETF Operations Platform QA Test Lead within the Fund ... Servicing team, you will be supporting the Global ETF Testing Team that is responsible for the delivery...development + Partner with various Operations Teams, Technology, Product, Sales , Program Management + Develop into a JP Morgan… more
- BlackRock (LA)
- …(2) Partner with their Divisionals and Market Teams to identify and drive iShares sales opportunities. (3) Deliver deep ETF expertise to advisors and market ... Leaders will empower their Market Team's knowledge of the iShares franchise and ETF trends. iShares Leaders will report into iShares Divisional Directors, and the… more
- S&P Global (New York, NY)
- …Team:** The North America Client Coverage team is responsible for the sales /licensing of intellectual property of S&P Dow Jones Indices. Additional responsibilities ... S&P DJI maintains relationships with investment banks, asset managers, ETF issuers, market data consumers and redistributors, insurance companies, proprietary… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Fifth Third Bank. GENERAL FUNCTION: Performs brokerage and insurance regulatory sales supervision functions for the broker-dealer and insurance agency subsidiaries ... requests; assists with the maintenance of the department procedure manual. + The sales supervision review process includes but is not limited to the following:… more
- JPMorgan Chase (New York, NY)
- …with the PT sales team on facilitating client risk trades and ETF creations and redemptions + Predict Index rebalancing events and test related trading ... clients - from ideas and insights from top-ranked analysts, to high-touch sales and trading services, to world-class algorithmic and electronic trading capabilities.… more
- BlackRock (Boston, MA)
- …+ Lead strategic meetings, projects and initiatives with a focus on ETF (Exchange Traded Fund) platform operations + Facilitate GPS oversight programs; Partner ... accounting, consulting, or fund administration with a strong focus on ETF investments, platforms, and operations + Strong leadership and management skills… more
- Citigroup (New Castle, DE)
- …This role may suit an individual with strong experience in, Technical Sales and Solutions, Technology Product Delivery Management, Client Relationship Management and ... or Asset Management industries, preferably in Custody, Fund Services, ETF Servicing, Transfer Agency, FX, Securities Lending or Middle...+ Technology and Data Solutions + Asset Servicing + ETF Servicing + Execution Services & Markets knowledge +… more
- BlackRock (San Francisco, CA)
- **About this role** **About this role:** We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned ... Independent advisors using data insights and technology to execute sales . This role may be based in any of...drive results across the entire breadth of BlackRock's solutions ( ETF , Mutual Funds, SMA, Alternatives, Models). Advisor education on… 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 (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...referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales… more
- UMB Bank (Columbus, OH)
- …industry knowledge of mutual funds, hedge funds, collective investment funds, ETF 's, PE, real estate, interval/tender funds as well as accounting, administration, ... products and services to existing clients + Managing territory to maximize sales resources and revenue opportunities and minimize expenses + Analyzing financial… more
- Neuberger Berman (New York, NY)
- …UBS, and Raymond James. 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
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... **Purpose** Contributes to the overall success of the Equities Sales and Trading in Canada and US ensuring specific...strategies into an automated trading process that leverages our ETF market making business. + Uses highly complex quant… more
- TD Bank (New York, NY)
- …market intelligence, and valuable industry access: ADR training, cash equities sales & trading, corporate access, equity options and alternative strategies, ... ETF trading, global electronic trading, global portfolio trading, structured...will get exposure across desks that include Institutional Equity Sales , Equity Sector Trading, Sales -Trading, Electronic Trading,… more
- Principal Financial Group (Los Angeles, CA)
- **What You'll Do** This role drives sales activities for our Institutional Wealth management within the RIA channel throughout the West (OR, WA, CA, AZ, ID, WY). ... for collective success in building RIA relationships. Accountable for achieving sales targets and maintaining relationships within the channel covering our … more
- Citigroup (Jacksonville, FL)
- …Best Interest, RDIP, OCC RNDIP, Actimize supervisory platform, Heightened Supervision, Sales Practice Incident, Mutual Fund/UIT, Non-traditional ETF , Structured ... FINRA-licensed colleagues responsible for the supervisory oversight of investments sales activity and client suitability across Wealth's Citigold/Citi Private Client… more
- BlackRock (AZ)
- …responsible for all aspects of the client relationship and for driving sales through multiple channels, including RIAs, Independents and Wirehouse firms. The Market ... Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop deep relationships. Further, they will be expected to… more
- Neuberger Berman (New York, NY)
- …including Institutional Enhanced Cash and Short Duration, the Short Duration Income ETF , and higher quality-focused mandates across the yield curve. The successful ... our positions + Maintain strong counterparty relationships with daily interaction across sales and trading + Assist team with monthly and quarterly reporting… more