- Neuberger Berman (TX)
- …with internal partners, including Advisor Consultant Associates, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and ... investments. + Maintain knowledge of Neuberger Berman products offered through partner firms. **Qualifications** + A minimum of 10 years' experience within the investment management industry; 5+ years of intermediary distribution experience preferred. +… more
- Principal Financial Group (Minneapolis, MN)
- …and managing broker dealer relationships within all channels covering our ETF 's, Separately Managed Accounts and Mutual Funds. **Other responsibilities will ... include:** + Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share. + May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with… more
- BMO Financial Group (Urbandale, IA)
- …managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar ... products). Provides other solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business… more
- Manulife (Tempe, AZ)
- …In this role you will develop a strong understanding of mutual funds, ETF 's, UCITS, 529 College Savings Plans and Separately Managed Accounts. As part of ... the requirements for this role, you will need to acquire the Series 7 and Series 66 securities licenses within 120 days of hire so that you can then begin your career as a licensed financial professional. We will cover all costs associated with acquiring these… more
- S&P Global (New York, NY)
- …and commercialization of our bond index index suite globally. Our indices link to live ETF AUM >$150bn. This is an exciting opportunity to join a product team in its ... growth stage. **The Role** The team is seeking an experienced product management lead with a passion for the credit / fixed income markets to help the team drive the innovation of credit solutions within our fixed income index business. As a member of this… more
- US Bank (Boston, MA)
- …more years of experience working with Exchange Traded Funds (ETFs) - ETF basket processing experience including the related components: Corporate Action application ... to basket securities, Net Investment Income (IOPV) projections, and Basket cash & security review. - Ability to identify and resolve exceptions and to analyze data - Proficient computer navigation skills using a variety of software packages including Microsoft… more
- BlackRock (New York, NY)
- …solutions in the form of 40 Act and UCITS funds, an actively managed ETF , and over 100 separate managed accounts, delivering solutions to clients ranging from ... corporate treasurers to government institutions, to family offices and wealth management clients. This Vice President will play a pivotal role in supporting and advancing the growth of our Short Duration multi-sector fixed income platform. The individual will… more
- BlackRock (Princeton, NJ)
- …and drive results across the entire breadth of BlackRock's products ( ETF , MFs, SMAs, Alts, Models).** **Primary Responsibilities:** **Develop deep relationships ... across all aspects of an advisor's business** **Deliver fiduciary and investment insights through portfolio construction conversations** **Be consultative business partners to help them navigate markets, portfolios, business issues, etc.** **Demonstrate… more
- BlackRock (Atlanta, GA)
- …+ CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF , or mutual fund wholesaler (external) + Strong financial services background with knowledge ... of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Part-time… more
- Manulife (Tempe, AZ)
- …Required to have working knowledge and expertise of mutual funds, ETF 's, UCITS, 529 College Savings Plans and Separately Managed Accounts. **Individual ... Responsibilities:** + A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues. + This individual must have outstanding research and analytic capabilities. Ability to research… more