- US Bank (Boston, MA)
- …business unit. Participates in the development and execution of the organization's sales plan, including prospecting, direct calling and sales presentations and ... the market to the business unit for planning development purposes. The majority of sales and servicing time is spent in face-to-face contact with the client or… more
- Wellington (Boston, MA)
- …funds, and alternative investments, and candidate will ideally have experience with the ETF sales ecosystem Topics the Portfolio Advisor will discuss include ... investment approaches, portfolio positioning, and performance drivers; benefits/differences of an ETF vehicle; and views on capital markets and the economy. The… more
- BlackRock (Boston, MA)
- …to our continued phenomenal growth, we are actively seeking senior, client-facing sales professionals with a proven successful track record of engaging with ... **: responsible for all aspects of client relationship and driving sales through all channels (RIA, Independent, Wirehouse firms) within assigned Market… more
- BlackRock (Boston, MA)
- …Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned ... owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio...preferred + Minimum 3+ years as an experienced Model, ETF , or mutual fund wholesaler (external) + Strong financial… more
- Manulife (Boston, MA)
- …Required to have working knowledge and expertise of mutual funds, ETF 's, UCITS, 529 College Savings Plans and Separately Managed Accounts. **Individual ... development, implementation, and delivery of training classes for the Investments sales desk. + Act as Fund/Firm/Separate Account/Marketing Liaison. Relay a positive… more