- BlackRock (San Francisco, CA)
- **About this role** Overview: iShares has the largest sustainable and transition ETF platform in the US, with about $60 billion in assets under management. The ... segment. This role will sit within the iShares Equity ETF product strategy team and support the Sustainable and...product strategy team and support the Sustainable and Transition ETF segment through client engagement and education, content and… more
- Charles Schwab (San Francisco, CA)
- …vary overtime based on the priorities of the business and include ETF , MF or separately managed account launches, product enhancements, implementation of new ... regulatory requirements, among a variety of other strategic priorities. This person will be involved in coordinating key decision making as part of the project delivery and driving those decisions forward to completion as part of the initiative. In addition to… 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
- BMO Financial Group (Santa Monica, 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
- BMO Financial Group (Los Angeles, 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. + Develops internal and external networks and referral sources to grow business in the assigned portfolio/jurisdiction. + Oversees the implementation and delivery of… more