- Neuberger Berman (New York, NY)
- …Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and ETF /Mutual Fund allocation products offered to numerous SMA and Unified Managed ... in accordance with strategy guidelines and portfolio manager directives *Routing equity, ETF and mutual fund order flow *Generating orders for new accounts, flows,… more
- T. Rowe Price (Baltimore, MD)
- …. + In partnership with management, responsible for the development of the sales and/or relationship management strategy for the organization. + Responsible for ... sales and revenue generation client relationship management for large,...knowledge and understanding of T. Rowe Price mutual fund, ETF , and separately managed account vehicles. + Able to… more
- BMO Financial Group (Covina, 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...referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales… more
- Bank of America (New York, NY)
- …Join us! **Job Description:** This role will broadly support the Institutional Sales and Trading function for Equities within Global Markets and International, ... clients. Assisting in providing contractual and other general legal support to the Sales and Trading function, primarily for Equities, and Advisory Sales , with… 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 (MN)
- …responsible for all aspects of the client relationship and for driving sales through multiple channels, this role specifically through Wirehouse Broker-Dealer firms. ... Leader will deliver expertise to Financial Advisors, collaborating with other sales professionals to develop deep relationships. Further, they will be expected… 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
- Kyndryl (Boulder, CO)
- …and monitoring *Broad data analysis and report writing skills - Tools: RACFRW, ETF /A, zSecure, VRA, JCL, SAS, etc. Coding skills: REXX, Clist, CARLa, **Preferred ... and paid time off. Note: If this is a sales commission eligible role, you will be eligible to...role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary… more
- Raymond James Financial, Inc. (FL)
- …communicate daily with outside investment managers, the Asset Management Services (AMS) sales force and Financial Advisors. The main focus is to perform complete ... Consulting Services (RJCS) investment managers and Freedom (mutual fund and ETF ) managers. Routine instructions, procedures, and guidelines are provided to perform… more
- The Hartford (Wayne, PA)
- Sales Support Associate - 87PR7N We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... selected individuals the exciting opportunity to learn our Mutual Fund and ETF businesses and obtain securities licenses. Advisor Support Consultants will work with… more