- BlackRock (San Francisco, CA)
- …and improve their financial well-being. BlackRock is the #1 Exchange Traded Fund ( ETF ) provider globally with over $3 trillion in assets under management. With more ... than two decades of ETF innovation and expertise behind us, we serve investors...asset classes and global markets. **Role Description and Responsibilities** ETF Platform Innovation and Change (EPIC) is a team… more
- BlackRock (San Francisco, CA)
- …Python, MATLAB or other languages or tools are desirable + Knowledge of iShares and ETF portfolio management is a plus + Attention to detail, with a desire to work ... across a wide range of portfolio types and activities + Interpersonal skills that align with and contribute to a culture of teamwork and constant learning For San Francisco, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 .… more
- Neuberger Berman (CA)
- …with internal partners, including Client Advisory Specialists, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and ... investments. + Maintain knowledge of Neuberger Berman products offered through partner firms. **Qualifications** + A minimum of 7 years' experience within the investment management industry; 5+ years of intermediary distribution experience preferred. +… more
- BMO Financial Group (Covina, CA)
- …managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar ... products). Provides other solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business… more
- BlackRock (San Francisco, CA)
- …+ CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF , or mutual fund wholesaler (external) + Strong financial services background with knowledge ... of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Part-time… more
- BlackRock (San Francisco, CA)
- …and drive results across the entire breadth of BlackRock's products ( ETF , MFs, SMAs, Alts, Models).** **Models Specialist:** **responsible for accelerating the ... growth of Model Portfolios across our client base. In this role you will have discrete client coverage focused on selling a broad range of Model Portfolios to Financial Advisors across various channels while demonstrating ability to be subject matter expert on… more