- US Bank (Tallahassee, FL)
- …exchange listing documents and coordinates reporting needs for new Exchange Traded Funds ( ETF ), oversees daily production of required ETF files and serves as ... and answering any operational questions that arise for all ETF clients. Responsible for primary contact with fund clients...clients. Responsible for primary contact with fund clients during ETF launches and communication of daily ETF … more
- T. Rowe Price (Baltimore, MD)
- …AND + 5+ years of total relevant work experience Preferred: Experience with Middle Office ETF Operations or Specialist role including: + 3+ years of ETF ... Role Summary Leads the oversight of trade management responsibilities for ETF Operations and associated tasks. Utilizes technical and operational knowledge to… more
- Raymond James Financial, Inc. (IL)
- …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
- BlackRock (Atlanta, GA)
- …relationships and drive results across the entire breadth of BlackRock's products ( ETF , MFs, SMAs, Alts, Models).** **Models Specialist :** **responsible for ... being held accountable to specific territory sales goals.** **Portfolio Design Specialist ** **: responsible for accelerating sales growth and deepening relationships… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …that appear on the respective blotters including but not limited to Stock, ETF 's, Mutual Funds, UIT's, Structured Products, Bonds and Options, review of brokerage ... + Extensive knowledge of the following investment products: Annuities, Stocks, ETF 's, ETN's, Mutual Funds, UIT's, Structured Products, Corporate Bonds, Government… more
- Almstead Tree and Shrub Care (New Rochelle, NY)
- …more! We are currently seeking a results-oriented and detail driven Billing Specialist with general bookkeeping and accounting experience to join our headquarters ... team. The Billing Specialist will compile, compute, record and prepare billing, accounting,...invoice generation. + Posting of checks, credit cards and ETF with daily reconciliation reports. + Engage in daily… more
- Vanguard (Malvern, PA)
- Trading Platform - ETF We are seeking a dynamic senior IT technical specialist with a wealth of experience in asset management specifically in building front ... office (buy side) trading platforms - example ETF primary market trading solutions and/or Fixed income portfolio...and maintaining cutting edge IT solutions that empower our ETF product line, ensuring they are not only robust… more
- BlackRock (San Francisco, CA)
- …to drive results across the entire breadth of BlackRock's solutions ( ETF , Mutual Funds, SMA, Alternatives, Models). Advisor education on BlackRock's robust ... digital platform providing them on demand access to a wealth of resources with occasional travel for meetings and leveraged events. **Who Typically Applies for this Job?** + Experienced Sales Professionals who have a track record of client engagement,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …work experience to review and apply model portfolio overlays on Mutual Fund/ ETF (MF/ ETF ) managed account platforms using exchange-traded products. You will ... account issues. **Essential Duties and Responsibilities** + Overlay accounts to pre-defined MF/ ETF trading models and execute trades based on product guidelines. +… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …client asset allocations * Conduct due diligence on investment mutual funds, ETF 's, separate account managers, and hedge funds * Prepare and coordinate materials ... * Financial Planning * Financial Reconciliation * Financial Services * Personal Financial Specialist Requirements * Possession of a minimum of one year of experience… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …limits, use of local markets for ADR conversions, and Authorized Participants for ETF creation and redemption units. + Analyze individual account data to identify ... Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) **Travel** Less… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …use of local markets for ADR conversions, and Authorized Participants for ETF creation or redemption units). + Communicate with outside managers regarding execution ... Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) **Travel** Less… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …limits, use of local markets for ADR conversions, and Authorized Participants for ETF creation and redemption units. + Analyze individual account data to identify ... Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) **Travel** Less… more