- BMO Financial Group (Covina, CA)
- …partners. + Supports the achievement of sales and performance targets for new asset sales , joint appointments, fee-based sales , and financial planning. + ... and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and...and cultivate branch employee referrals. + Communicates effectively with sales management and sales force… 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 ... level of expertise related to capital markets, the broader investment management industry, and marketplace developments. + Coordinate all prospect meetings, final… more
- Raymond James Financial, Inc. (FL)
- …the Due Diligence Officers. Will communicate daily with outside investment managers, the Asset Management Services (AMS) sales force and Financial Advisors. ... Consulting Services (RJCS) investment managers and Freedom (mutual fund and ETF ) managers. Routine instructions, procedures, and guidelines are provided to perform… more
- Neuberger Berman (Dallas, TX)
- …within a structured, intermediary distribution business + Strong relationship management and business development skills; existing Cross-Channel relationships a plus ... + Strong fixed income/ ETF background with a fundamental understanding of alternatives desired + Ability to effectively communicate and position complex financial… more