- Ace Hardware (Portland, ME)
- **Business Development Manager ** (1) Opening within the geographic locations listed below. Ideally, we are targeting candidates who live in close proximity to ... NY; Providence, RI; or Hartford, CT. **The Job** As the Business Development Manager (BDM), you will be responsible for finding and signing new high-value customers… more
- Neuberger Berman (Philadelphia, PA)
- …the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds , SMAs, ETFs, and alternative investment strategies within the prescribed ... business building ideas and services; maintain and grow assets in territory across mutual funds , SMAs, alternative investment products, and ETFs + Develop and… more
- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... USBFS' Relationship Managers are viewed as trusted advisors and we...- One to two years of experience in a mutual fund related or brokerage industry position… more
- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds (External Wholesaler) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... Candidate will be responsible for communication with National Sales Manager on an ongoing basis. + Managing a budget...required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as...departments , the Regional Vice Presidents, Division Vice President's, Relationship Manager 's and Internal Relationship … more
- Aegon Asset Management (Denver, CO)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... facilitate on-going training for continual improvement of sales skills (eg relationship selling, decision-making styles, customer centric language, etc.) + Deliver… more
- Bank of America (San Francisco, CA)
- Private Wealth Client Relationship Manager San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... an immediate opening for a Merrill Private Wealth Client Relationship Manager . The ideal candidate is a...knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin,… more
- Bank of America (Ponte Vedra Beach, FL)
- Merrill Market Client Relationship Manager Jacksonville, Florida;Ponte Vedra Beach, Florida **To proceed with your application, you must be at least 18 years of ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- Bank of America (Newport Beach, CA)
- Merrill Market Client Relationship Manager Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior… more
- Equitable (Charlotte, NC)
- Relationship Manager , Advisory and Investment Consulting ( 250000GV ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... The key objectives of the Advisory and Investment Consulting Relationship Manager are to build relationships with...settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial… more
- BlackRock (New York, NY)
- **About this role** **Role Description:** A Relationship Manager - Associate's primary function is to work alongside and in support of a Senior Relationship ... assist in uncovering opportunities for placement of BlackRock's Active ETF's, open-end mutual funds , index products, separately managed accounts, and alternative… more
- Vanguard (Charlotte, NC)
- …your success in this area. Grow With Us We're hiring for two levels of the Relationship Manager role - each offering a unique opportunity to manage a book of ... to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven...services solutions. + Confidence in discussing topics like ETFs, mutual funds , legacy and estate planning, charitable… 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 ... client service strategy for relationships assigned and ensures successful client relationship performance, including asset and client retention. + Serves as an… more
- Vanguard (Malvern, PA)
- …Product Manager you will be responsible for representing our active fixed income mutual funds and ETFs both internally and externally as one of the foremost ... financial professionals. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds , which in turn own Vanguard.… more
- Presbyterian Villages of Michigan (Southfield, MI)
- …Village Spending from donated funds , as well as the Resident Emergency Help Funds and the Kleemann Fund . 4. Monitor fundraising progress of all assigned ... and reports, manage awarded grants, and assist Presbyterian Villages in spending gift funds . This individual will also be responsible for managing a portfolio of… more
- HCA Healthcare (Brentwood, TN)
- …you want to join an organization that invests in you as a Strategic Outreach Manager ? At HCA Healthcare, you come first. HCA Healthcare has committed up to $300 ... coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and...difference. We are looking for a dedicated Strategic Outreach Manager like you to be a part of our… more
- Manulife (Tempe, AZ)
- …Wholesaler that reports to this position proactively markets and solicits retail mutual funds , ETFs, 529 College Saving Plans, Separately Managed Accounts, ... **The Opportunity:** The Inside Sales Manager leads a group of Internal Wholesalers as...with 3+ years of management experience preferred + Demonstrated relationship management skills, including the ability to work in… more
- Charles Schwab (Chicago, IL)
- …for managing our third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds , ETFs, Structured Products, Fixed Income, Annuities & ... directly to the Director of MAS Managed Account Offer Enablement, the **Senior Manager of Managed Accounts Offer Enablement** will have the opportunity to be… more
- Quality Technology Services, LLC (Irving, TX)
- The **Capital Equipment Procurement Manager ** is responsible for planning, budgeting, strategic sourcing, supply chain management, critical supplier performance ... the ability to manage supplier relationships effectively. As a Capital Equipment Procurement Manager in the mechanical category, you will report to the Senior … more
- Charles Schwab (Phoenix, AZ)
- …will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds , separately managed accounts, option trading), setting you up for success ... the status quo" and transform the finance industry together. As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier,… more
