- BlackRock (San Francisco, CA)
- …+ A track record of identifying and delivering process improvement + A client service mentality and a history of successful relationship-building examples + ... role, you will be a senior member of our Service Delivery team driving our operations on a daily...** + 6+ years of industry experience with an ETF Asset Manager or at a Custody… more
- BMO Financial Group (Covina, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and… more
- Neuberger Berman (CA)
- …in Neuberger Berman CRM database. + Work with internal partners, including Client Advisory Specialists, Alternative Specialists, ETF Strategists, and other ... through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead and develop the Los… more