- BMO Financial Group (Los Angeles, CA)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and...the implementation and delivery of business development strategies and sales initiatives. + Enhances presence in the marketplace by… more
- BlackRock (San Francisco, CA)
- …responsible for all aspects of the client relationship and for driving sales through multiple channels, including RIAs, Independents and Wirehouse firms. The Market ... Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop deep relationships and drive results across the entire… more
- BlackRock (San Francisco, CA)
- …income business in the US. The Product Strategy group works in partnership with BlackRock sales teams as the sales specialists for BSYS fixed income products. In ... development and client service for SFI's mutual fund and ETF product offering in BlackRock's wealth channel with a...focus on the Systematic Multi-Strategy Fund + Communicate to sales and clients Fund performance and positioning through regular… more
- Neuberger Berman (CA)
- …LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment ... + Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales opportunity pipeline in… more
- BlackRock (San Francisco, CA)
- …responsibility of the role will be to work alongside the portfolio managers, sales teams, other FE Product Strategists, marketing teams, and other stakeholders in ... will possess a strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They will also have a good… more