- BlackRock (New York, NY)
- …deliver data-driven campaigns that elevate BlackRock's presence in the wealth management space. **Key Responsibilities:** + Lead the cross-product marketing strategy ... and advisor engagement. + Develop differentiated product narratives across asset classes, translating complex investment strategies into clear, compelling messaging.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and work experience in order to provide clients with a platform of investment opportunities. Primary functions include conducting quantitative and qualitative ... will encompass authoring product approval memorandums directed at senior management ; making presentations to financial advisors and other constituents; maintaining… more
- JPMorgan Chase (Boston, MA)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... to enhance the efficiency and resilience of our operating platform . + Manage all ETF order activity...and related queries + Be responsible for the daily management of a client's trading activity including reviewing reconciliation… more
- Neuberger Berman (New York, NY)
- …availability. + In-depth understanding of equities, fixed income, derivative, mutual fund, ETF , SMA, and Alternative asset classes and structure client solutions ... seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be...individual will have a forward-thinking perspective to enhance our platform beyond what clients want today but what they… more
- Wellington (Boston, MA)
- …perspectives with those of our clients. **About the Role** As part of Wellington Management 's Client Platform , the Portfolio Advisor will represent a range of ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...investments, and candidate will ideally have experience with the ETF sales ecosystem Topics the Portfolio Advisor will discuss… more
- BlackRock (San Francisco, CA)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk ... and Index Investments (BGM) brings together BlackRock's Index Investments, Cash Management , Global Trading, ETF Markets, Securities Lending, and Financing… more
- BlackRock (New York, NY)
- …+ Holder of Series 7 and 63 preferred + 5-7 years of experience in asset management or financial services, ideally with exposure to fixed income. + Strong ... of 40 Act and UCITS funds, an actively managed ETF , and over 100 separate managed accounts, delivering solutions...understanding of capital markets and the asset management industry. + Proficiency in Excel… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... legal support across our diverse Securities Services business. While the full platform includes Custody, Fund Services, ETFs, Agency Securities Finance, Collateral … more
- Neuberger Berman (TX)
- …RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development initiatives with RIA's ... from within a structured, intermediary distribution business + Strong relationship management and business development skills; existing RIA relationships a plus +… more
- Bloomberg (New York, NY)
- …Requirements** ETS (Electronic Trading Solutions) unites all of Bloomberg's cross- asset electronic trading platforms into one business, delivering trading solutions ... stage, monitor, trade, clear, allocate and perform TCA all on one platform . In addition to capturing workflow, securing terminals, and growing our franchise… more