- WTW (Chicago, IL)
- …Working knowledge of product market trends including vehicle structures of 40 Act, ETF , and Delaware structures for tax exempt and taxable investors + Demonstrated ... ability to manage multiple projects and meet deadlines efficiently. + A proactive and collaborative approach, with a track record of contributing to commercial success. + Strong communication skills, capable of engaging effectively with both internal and… more
- JPMorgan Chase (Chicago, IL)
- …relevant licensing requirements. **Preferred Qualifications, Capabilities, and Skills:** + ETF experience and in-house legal experience. + Experience advising on ... broker-dealer issues. + Expertise in complex transactions and index management. + Strong motivator and self-starter. + Demonstrated ability to innovate and think strategically. + Experience in building and maintaining client relationships. All candidates for… more
- BlackRock (Chicago, IL)
- …and drive results across the entire breadth of BlackRock's products ( ETF , MFs, SMAs, Alts, Models).** **Primary Responsibilities:** **Develop deep relationships ... across all aspects of an advisor's business** **Deliver fiduciary and investment insights through portfolio construction conversations** **Be consultative business partners to help them navigate markets, portfolios, business issues, etc.** **Demonstrate… more
- BMO Financial Group (Joliet, IL)
- …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
- Neuberger Berman (IL)
- …development skills; existing RIA relationships a plus + Strong fixed income/ ETF background with a fundamental understanding of alternatives desired + Ability ... to effectively communicate and position complex financial instruments and investment processes + Comfortable working in a fast-paced, dynamic, evolving environment; capacity and ability to adjust to multiple demands and shifting priorities + Strong… more
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